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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1060 | 1183 | 1149 | 1529 | 2118 |
Fund Return | 6.01% | 6.01% | 18.33% | 4.74% | 8.86% | 7.79% |
Place in category | 90 | 90 | 59 | 55 | 37 | 24 |
% in Category | 49 | 49 | 34 | 43 | 36 | 30 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Retirement Savings Tr | 22.9B | 0.60 | 1.79 | 1.92 | ||
The Vanguard Retirement Savings Tr4 | 22.9B | 0.62 | 1.89 | 2.02 | ||
IA College Savings Iowa 529 Moderap | 675.01M | 4.35 | 3.00 | 6.34 | ||
IA College Savings Iowa 529 Conserv | 512.94M | 2.68 | 1.21 | 4.75 | ||
IA College Savings Iowa 529 Income | 473M | 1.04 | -0.51 | 3.17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
NY New Yorks 529 Program Direct Grp | 33.25B | 5.62 | 4.41 | 7.97 | ||
KS Schwab Moderately Aggressive Ind | 910.38M | 6.57 | 5.82 | 8.17 | ||
OH CollegeAdvantage 529 Vanguard Gr | 516.02M | 5.60 | 4.46 | 7.60 | ||
CO CollegeInvest Direct 529 Growth | 453.55M | 5.58 | 4.27 | 7.61 | ||
CA ScholarShare Passive Growth | 360.69M | 5.29 | 4.75 | 7.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Instl Ttl Stk Mkt Idx InstlPls | - | 48.48 | - | - | |
Vanguard Total Intl Stock Idx InstlPls | - | 32.01 | - | - | |
Vanguard Total Bond Market II Idx I | - | 13.64 | - | - | |
Vanguard Total Intl Bd Idx Institutional | - | 5.86 | - | - |
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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