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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1059 | 974 | 1059 | 1031 | 1213 | 1659 |
Fund Return | 5.92% | -2.56% | 5.92% | 1.01% | 3.94% | 5.19% |
Place in category | 382 | 388 | 382 | 208 | 222 | 46 |
% in Category | 86 | 87 | 86 | 45 | 58 | 15 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 40.46B | 5.97 | 1.08 | 5.26 | ||
Vanguard Tax-Managed Balanced Adm | 10.36B | 12.17 | 4.21 | 7.50 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.18B | 7.54 | 0.93 | 4.82 | ||
BlackRock Multi-Asset Income Instl | 5.87B | 7.39 | 1.79 | 4.27 | ||
American Funds Income Portfolio A | 5.71B | 9.27 | 2.99 | 5.70 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 1.58 | 263.03 | +1.49% | |
Broadcom | US11135F1012 | 1.26 | 240.31 | +1.21% | |
Merck&Co | US58933Y1055 | 1.19 | 96.24 | -1.72% | |
ConocoPhillips | US20825C1045 | 1.18 | 104.28 | -1.48% | |
J&J | US4781601046 | 1.12 | 148.15 | +0.76% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Sell |
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