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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 1110 | 1151 | 1686 | 2087 | 3364 |
Fund Return | 5.63% | 10.99% | 15.09% | 19.02% | 15.85% | 12.9% |
Place in category | 765 | 537 | 367 | 505 | 525 | 277 |
% in Category | 57 | 37 | 29 | 41 | 47 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - | ||
Vanguard Institutional Idx Instl Pl | 196.38B | 6.19 | 19.69 | 13.63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - | ||
Vanguard Institutional Idx Instl Pl | 196.38B | 6.19 | 19.69 | 13.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.02 | 513.71 | +0.55% | |
NVIDIA | US67066G1040 | 5.51 | 173.50 | -0.14% | |
Apple | US0378331005 | 5.31 | 213.88 | +0.06% | |
Amazon.com | US0231351067 | 3.44 | 231.44 | -0.34% | |
Meta Platforms | US30303M1027 | 2.50 | 712.68 | -0.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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