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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1310 | 1081 | 1369 | 1479 | 1938 | 2947 |
Fund Return | 30.98% | 8.1% | 36.87% | 13.92% | 14.15% | 11.41% |
Place in category | 1 | 7 | 1 | 6 | 8 | 9 |
% in Category | 1 | 11 | 3 | 6 | 8 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LVIP SSgA SP 500 Index Fund Standar | 8.58B | 27.81 | 11.18 | 13.08 | ||
LVIP SSgA SP 500 Index Fund Service | 2.73B | 27.51 | 10.90 | 12.80 | ||
LVIP American Growth Fund Service I | 2.39B | 32.96 | 9.01 | 16.27 | ||
LVIP MFS Value Fund Service Class | 1.08B | 19.13 | 8.42 | 9.18 | ||
Lincoln Variable Insurance Products | 1.09B | 11.14 | 4.43 | 7.94 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 70.82B | 22.10 | 11.98 | 11.55 | ||
Vanguard Equity-Income Adm | 55.74B | 20.82 | 11.53 | 10.54 | ||
Vanguard Windsor II Admiral | 51B | 19.09 | 9.58 | 10.82 | ||
American Funds American Mutual A | 40.82B | 20.22 | 10.11 | 9.79 | ||
Vanguard Value Index Adm | 39.97B | 23.79 | 12.28 | 10.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.55 | 430.53 | -1.73% | |
NVIDIA | US67066G1040 | 6.34 | 137.01 | -2.09% | |
Apple | US0378331005 | 6.33 | 255.59 | -1.32% | |
Amazon.com | US0231351067 | 3.34 | 223.75 | -1.45% | |
Meta Platforms | US30303M1027 | 2.81 | 599.81 | -0.59% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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