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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1054 | 1054 | 1234 | 1204 | 1712 | 3329 |
Fund Return | 5.39% | 5.39% | 23.36% | 6.38% | 11.35% | 12.78% |
Place in category | 1430 | 1430 | 1123 | 1214 | 1053 | 114 |
% in Category | 96 | 96 | 77 | 93 | 88 | 16 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DoubleLine Shiller Enhanced CAPE N | 268.25M | 5.33 | 6.11 | 12.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 484.24B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 355.44B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 160.8B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 4.25% | - | 3.45 | - | - | |
United States Treasury Notes 4.88% | - | 3.18 | - | - | |
United States Treasury Notes 4.25% | - | 2.97 | - | - | |
United States Treasury Notes 5% | - | 2.93 | - | - | |
BXIICS2E INDEX SWAP 121024 | - | 2.58 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | BUY | Strong Sell | Strong Buy |
Summary | Buy | Neutral | Buy |
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