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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1047 | 980 | 1047 | 986 | 1097 | 1364 |
Fund Return | 4.66% | -2.04% | 4.66% | -0.46% | 1.87% | 3.15% |
Place in category | 103 | 84 | 103 | 96 | 102 | 59 |
% in Category | 71 | 59 | 71 | 72 | 76 | 57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 577.55B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 421.1B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 206B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 204.82B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Asset Manager 20% | 3.04B | 5.34 | 0.71 | 3.44 | ||
PIMCO Inflation Response MultiAsst | 1.68B | 5.49 | 2.15 | 4.63 | ||
Great-West Conservative Profile II | 1.14B | 5.09 | 0.81 | 3.71 | ||
Principal SAM Flexible Income J | 1.12B | 6.56 | 0.31 | 3.70 | ||
Pacific Select Optimization Conserv | 957.93M | 6.38 | 0.10 | 3.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Bond Market II Idx Inv | - | 55.70 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 24.02 | - | - | |
Vanguard Total Stock Mkt Idx Inv | - | 11.73 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 7.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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