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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1144 | 1040 | 1251 | 1036 | 1274 | 1824 |
Fund Return | 14.36% | 3.99% | 25.07% | 1.18% | 4.97% | 6.19% |
Place in category | 122 | 82 | 85 | 109 | 96 | 68 |
% in Category | 54 | 32 | 39 | 55 | 50 | 48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 740.1B | 27.63 | 10.36 | - | ||
Vanguard 500 Index Admiral | 577.55B | 28.02 | 11.39 | 13.31 | ||
Vanguard Total Stock Market Admiral | 421.1B | 27.60 | 10.34 | 12.84 | ||
Vanguard Total Intl Stock Index Inv | 206B | 7.87 | 2.85 | 4.88 | ||
Vanguard 500 Index Institutional Se | 204.82B | 28.06 | 11.42 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard REIT Index Adm | 22.24B | 14.32 | 1.15 | 6.17 | ||
Vanguard Real Estate II Index Fund | 10.11B | 14.40 | 1.20 | - | ||
Cohen & Steers Instl Realty Shares | 8.07B | 16.11 | 2.45 | 7.89 | ||
DFA Real Estate Securities I | 6.96B | 14.58 | 1.56 | 6.78 | ||
Cohen & Steers Real Estate SecuritI | 5.37B | 16.87 | 2.10 | 8.22 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Real Estate II Index | - | 13.65 | - | - | |
Prologis | US74340W1036 | 5.96 | 102.18 | -1.67% | |
American Tower | US03027X1000 | 5.69 | 180.76 | -2.21% | |
Equinix | US29444U7000 | 4.78 | 929.10 | +0.29% | |
Welltower | US95040Q1040 | 4.50 | 126.14 | +0.43% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Neutral |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Buy |
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