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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1098 | 1016 | 1229 | 1073 | 1379 | 1866 |
Fund Return | 9.81% | 1.6% | 22.87% | 2.38% | 6.64% | 6.44% |
Place in category | 450 | 408 | 411 | 434 | 426 | 252 |
% in Category | 61 | 54 | 52 | 63 | 66 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard Total Intl Stock Index Inv | 204.36B | 8.15 | 1.40 | 4.88 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 110.15B | 13.30 | 5.24 | 8.16 | ||
Vanguard Wellington Admiral | 98.64B | 12.38 | 4.27 | 8.38 | ||
American Funds American Balanced R6 | 55.21B | 13.59 | 5.57 | 8.49 | ||
Vanguard Balanced Index Adm | 46.01B | 12.51 | 3.69 | 8.16 | ||
Fidelity Balanced | 42.26B | 13.91 | 4.81 | 9.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Inv | - | 36.12 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 26.90 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 24.54 | - | - | |
Vanguard Total Intl Bd II Idx Investor | - | 11.74 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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