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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 945 | 917 | 1113 | 1380 | 2015 | 3006 |
Fund Return | -5.46% | -8.3% | 11.27% | 11.33% | 15.04% | 11.64% |
Place in category | 894 | 854 | 475 | 548 | 446 | 257 |
% in Category | 66 | 63 | 37 | 44 | 41 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 528.46B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
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% | |
---|---|---|---|---|---|---|
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 Total Stock Market Admiral | 377.59B | -5.47 | 11.31 | 11.61 | ||
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 | 204.97 | -0.92% | |
Microsoft | US5949181045 | 5.17 | 455.40 | -0.60% | |
NVIDIA | US67066G1040 | 4.66 | 134.18 | -0.15% | |
Amazon.com | US0231351067 | 3.36 | 200.82 | -1.60% | |
Meta Platforms | US30303M1027 | 2.34 | 640.59 | +0.55% |
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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