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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 995 | 1100 | 1149 | 1334 | 1746 | 2542 |
Fund Return | -0.5% | 10.03% | 14.85% | 10.08% | 11.8% | 9.78% |
Place in category | 356 | 417 | 132 | 49 | 54 | 33 |
% in Category | 57 | 60 | 20 | 10 | 12 | 8 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 354.52B | -1.01 | 11.67 | 13.47 | ||
Vanguard Total Stock Market Admiral | 272.08B | -0.33 | 12.41 | 13.50 | ||
Vanguard Total Stock Market Ins Pls | 227.13B | -0.33 | 12.42 | - | ||
Vanguard Total Stock Market Idx I | 179.37B | -0.33 | 12.42 | 13.50 | ||
Vanguard Total Intl Stock Index Inv | 178.46B | -0.10 | 3.00 | 4.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellington Admiral | 94.63B | -1.14 | 8.02 | 9.61 | ||
American Funds American Balanced A | 89.24B | -0.66 | 7.36 | 9.64 | ||
T. Rowe Price Capital Appreciation | 35.18B | -1.93 | 11.91 | 11.83 | ||
American Funds American Balanced R6 | 33.27B | -0.63 | 7.69 | 9.98 | ||
Fidelity Balanced | 31.7B | -0.64 | 11.71 | 10.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 3.26 | - | - | |
Microsoft Corp | - | 2.70 | - | - | |
Amazon.com Inc | - | 2.23 | - | - | |
Facebook Inc A | - | 1.05 | - | - | |
Tesla Inc | - | 0.86 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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