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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 900 | 975 | 912 | 1169 | 1364 | - |
Fund Return | -9.99% | -2.49% | -8.84% | 5.33% | 6.4% | - |
Place in category | 97 | 63 | 125 | 327 | 167 | - |
% in Category | 19 | 12 | 23 | 47 | 29 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Matisse Discounted Cl-End Fd Strat | 53.98M | 3.02 | 11.15 | 8.50 | ||
Sector Rotation Fund | 38.16M | -5.81 | 9.85 | 8.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 111.4B | -0.52 | 8.11 | 7.88 | ||
Vanguard Wellington Admiral | 94.12B | -1.53 | 8.15 | 8.06 | ||
American Funds American Balanced R6 | 56.34B | -0.42 | 8.45 | 8.21 | ||
Vanguard Balanced Index Adm | 44.28B | -1.88 | 7.76 | 7.77 | ||
Fidelity Advisor Balanced Fund Clas | 42.26B | 16.10 | 4.96 | 9.64 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Bills 0% | - | 30.75 | - | - | |
Apple | US0378331005 | 4.12 | 202.09 | -2.31% | |
Amazon.com | US0231351067 | 3.77 | 201.12 | -1.45% | |
Microsoft | US5949181045 | 3.47 | 452.57 | -1.22% | |
Boeing | US0970231058 | 2.67 | 203.21 | -2.15% |
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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