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Stocks are expected to outperform bonds in the long run, but how much is too much over a medium-term horizon?The question is topical in the wake of a strong bull market for US...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 972 | 1032 | 964 | 1050 | 1266 |
Fund Return | 3.18% | -2.8% | 3.18% | -1.2% | 0.99% | 2.38% |
Place in category | 57 | 85 | 57 | 32 | 27 | 60 |
% in Category | 34 | 50 | 34 | 27 | 22 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.52B | 1.31 | -2.39 | 1.30 | ||
Vanguard Total Bond Market II Idx I | 148.93B | 1.24 | -2.46 | 1.23 | ||
US9229065084 | 119.9B | 5.24 | 3.96 | 1.84 | ||
Vanguard Target Retire Trust Plus35 | 114.35B | 11.76 | 3.03 | 7.61 | ||
The Vanguard Target Retire 2035 Tr1 | 114.35B | 11.74 | 3.02 | 7.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Investment-Grd | 33.29B | 3.29 | -1.11 | 2.49 | ||
PIMCO Investment Grade Corp Bd P | 5.87B | 3.17 | -2.08 | 2.59 | ||
PIMCO Investment Grade Corp Bd Inst | 5.41B | 3.27 | -1.98 | 2.69 | ||
SEI Intermediate Duration Credit A( | 3.97B | 2.25 | -2.18 | - | ||
Lord Abbett Income I | 2.26B | 3.64 | -1.61 | 2.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Federal National Mortgage Association 5.5% | - | 0.99 | - | - | |
Federal National Mortgage Association | - | 0.99 | - | - | |
United States Treasury Notes | - | 0.58 | - | - | |
United States Treasury Notes | - | 0.58 | - | - | |
American Express Company | - | 0.44 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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