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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1018 | 1037 | 1135 | 1200 | 1463 | 2108 |
Fund Return | 1.79% | 3.69% | 13.46% | 6.28% | 7.91% | 7.74% |
Place in category | 234 | 8 | 17 | 5 | 9 | 1 |
% in Category | 48 | 3 | 7 | 2 | 3 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | 1.13 | 11.51 | - | ||
Vanguard 500 Index Admiral | 568.34B | 1.44 | 12.50 | 12.94 | ||
Vanguard Total Stock Market Admiral | 407.95B | 1.12 | 11.49 | 12.30 | ||
Vanguard 500 Index Institutional Se | 207.17B | 1.44 | 12.54 | - | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 41.15B | 3.63 | 3.28 | 5.50 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.29B | 2.40 | 3.42 | 4.84 | ||
Vanguard Wellesley Income Inv | 8.56B | 3.63 | 3.22 | 5.43 | ||
BlackRock Multi-Asset Income Instl | 5.85B | 3.37 | 4.43 | 4.39 | ||
American Funds Income Portfolio A | 5.82B | 3.88 | 5.46 | 5.86 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.99 | 227.48 | -4.85% | |
Microsoft | US5949181045 | 2.74 | 380.16 | -3.34% | |
NVIDIA | US67066G1040 | 2.45 | 106.98 | -5.07% | |
Amazon.com | US0231351067 | 1.92 | 194.54 | -2.36% | |
Meta Platforms | US30303M1027 | 1.41 | 597.99 | -4.42% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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