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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 | 740.04B | 3.10 | 11.27 | - | ||
Vanguard 500 Index Admiral | 577.81B | 2.78 | 11.86 | 13.72 | ||
Vanguard Total Stock Market Admiral | 417.64B | 3.09 | 11.24 | 13.15 | ||
Vanguard 500 Index Institutional Se | 208.11B | 2.78 | 11.89 | - | ||
Vanguard Total Intl Stock Index Inv | 206.96B | 3.32 | 2.69 | 5.33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.76B | 1.83 | 2.20 | 5.40 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.25B | 1.57 | 2.52 | 4.93 | ||
Vanguard Wellesley Income Inv | 8.5B | 1.82 | 2.13 | 5.32 | ||
BlackRock Multi-Asset Income Instl | 5.91B | 2.04 | 3.24 | 4.45 | ||
American Funds Income Portfolio A | 5.85B | 2.44 | 4.48 | 5.96 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.99 | 238.03 | -1.58% | |
Microsoft | US5949181045 | 2.74 | 388.49 | -2.14% | |
NVIDIA | US67066G1040 | 2.45 | 114.06 | -8.69% | |
Amazon.com | US0231351067 | 1.92 | 205.02 | -3.42% | |
Meta Platforms | US30303M1027 | 1.41 | 655.05 | -1.97% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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