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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 945 | 917 | 1112 | 1379 | 2013 | 3000 |
Fund Return | -5.47% | -8.3% | 11.25% | 11.31% | 15.02% | 11.61% |
Place in category | 903 | 861 | 481 | 557 | 460 | 271 |
% in Category | 66 | 63 | 37 | 45 | 43 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Intl Stock Index Inv | 216.94B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - | ||
Vanguard Institutional Idx Instl Pl | 176.72B | -4.93 | 12.15 | 12.31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 705.13B | -5.46 | 11.33 | 11.64 | ||
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard 500 Index Institutional Se | 194.93B | -4.92 | 12.16 | - | ||
Vanguard Institutional Idx Instl Pl | 176.72B | -4.93 | 12.15 | 12.31 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.19 | 195.27 | -3.02% | |
Microsoft | US5949181045 | 5.17 | 450.18 | -1.03% | |
NVIDIA | US67066G1040 | 4.66 | 131.29 | -1.16% | |
Amazon.com | US0231351067 | 3.36 | 200.99 | -1.04% | |
Meta Platforms | US30303M1027 | 2.34 | 627.06 | -1.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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