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YTD the S&P 500 (SPY) is down 7.54%, while the Barclays Aggregate is -8.46%, per Morningstar data.Given Ukraine, inflation, sharply higher crude oil prices, worries about...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1024 | 1024 | 1081 | 1020 | 1181 | 1422 |
Fund Return | 2.37% | 2.37% | 8.11% | 0.67% | 3.38% | 3.58% |
Place in category | 364 | 364 | 373 | 370 | 349 | 228 |
% in Category | 78 | 78 | 80 | 84 | 86 | 79 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 54.2B | 16.14 | 11.52 | 17.56 | ||
JPMorgan Equity Income R6 | 22.15B | 7.40 | 8.30 | 10.00 | ||
JPMorgan Large Cap Growth Select | 20.88B | 16.08 | 11.24 | 17.26 | ||
JPMorgan Equity Income Select | 16.48B | 7.33 | 8.03 | 9.71 | ||
JPMorgan US Equity R6 | 15.51B | 11.22 | 12.03 | 13.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Admiral | 42.33B | 1.90 | 2.19 | 5.40 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.26B | 2.71 | 1.29 | 4.85 | ||
Vanguard Tax-Managed Balanced Adm | 9.58B | 4.89 | 5.27 | 7.52 | ||
Vanguard Wellesley Income Inv | 9.21B | 1.90 | 2.11 | 5.33 | ||
BlackRock Multi-Asset Income Instl | 5.98B | 2.61 | 1.91 | 4.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Equity Premium Income ETF | - | 6.79 | - | - | |
JPMorgan Nasdaq Equity Premium Inc ETF | - | 2.39 | - | - | |
United States Treasury Notes 4.125% | - | 0.96 | - | - | |
AbbVie | US00287Y1091 | 0.53 | 159.62 | -4.58% | |
Exxon Mobil | US30231G1022 | 0.51 | 117.86 | -2.86% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Neutral |
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