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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 975 | 999 | 1189 | 1271 | 1981 |
Fund Return | 5.56% | -2.5% | -0.14% | 5.93% | 4.91% | 7.07% |
Place in category | 29 | 5 | 21 | 23 | 56 | 21 |
% in Category | 42 | 22 | 39 | 41 | 73 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy VIP Intl Core Equity II | 280.47M | 2.79 | 1.86 | 3.95 | ||
Ivy VIP Energy Class II | 81.74M | 2.48 | 33.52 | -2.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 53.3B | 4.46 | 1.44 | 8.76 | ||
Fidelity Small Cap Index Instl Pre | 25.92B | 2.72 | -1.56 | 7.81 | ||
Vanguard Small Cap Index I | 21.49B | 4.47 | 1.45 | 8.77 | ||
DFA US Small Cap I | 15.48B | 3.79 | 3.61 | 8.65 | ||
Vanguard Small Cap Index InstlPlus | 10.64B | 4.47 | 1.46 | 8.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Liberty Oilfield | US53115L1044 | 2.42 | 20.89 | +2.91% | |
Chesapeake Energy | US1651677353 | 1.76 | 82.19 | -0.16% | |
PTC | US69370C1009 | 1.51 | 181.67 | +0.23% | |
Primerica | US74164M1080 | 1.46 | 236.58 | +0.08% | |
WillScot A | US9713781048 | 1.41 | 37.64 | -0.82% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | BUY | BUY |
Summary | Strong Sell | Neutral | Buy |
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