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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 999 | 983 | 936 | 1084 | 1243 | 1692 |
Fund Return | -0.12% | -1.72% | -6.45% | 2.73% | 4.45% | 5.4% |
Place in category | 465 | 457 | 114 | 136 | 32 | 29 |
% in Category | 98 | 96 | 20 | 30 | 8 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 516.69B | 4.41 | 11.70 | - | ||
Vanguard 500 Index Admiral | 379.67B | 3.68 | 12.11 | 12.21 | ||
Vanguard Total Stock Market Admiral | 286.41B | 4.40 | 11.67 | 11.82 | ||
Vanguard Total Intl Stock Index Inv | 164.53B | 3.90 | 5.30 | 4.18 | ||
Vanguard Institutional Idx Instl Pl | 132.61B | 3.69 | 12.14 | 12.24 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Wellesley Income Inv | 10.25B | -0.12 | 2.66 | 5.32 | ||
Vanguard LifeStrategy Cnsrv Gr Inv | 10.06B | 2.10 | 1.39 | 4.45 | ||
Vanguard Tax-Managed Balanced Adm | 7.92B | 2.23 | 5.46 | 7.01 | ||
BlackRock Multi-Asset Income Instl | 7B | 2.39 | 1.74 | 3.87 | ||
American Funds Income Portfolio A | 5.13B | 0.41 | 4.67 | 5.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 1.60 | 127.87 | +0.54% | |
Pfizer | US7170811035 | 1.35 | 40.40 | +0.97% | |
Home Depot | US4370761029 | 1.30 | 282.98 | +0.13% | |
Merck&Co | US58933Y1055 | 1.20 | 103.84 | -0.54% | |
ConocoPhillips | US20825C1045 | 1.19 | 96.91 | -1.49% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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