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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1056 | 975 | 999 | 1189 | 1271 | 1981 |
Fund Return | 5.56% | -2.5% | -0.14% | 5.93% | 4.91% | 7.07% |
Place in category | 29 | 5 | 21 | 23 | 56 | 21 |
% in Category | 42 | 22 | 39 | 41 | 73 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy VIP Intl Core Equity II | 271.08M | 2.79 | 1.86 | 3.95 | ||
Ivy VIP Energy Class II | 72.61M | 2.48 | 33.52 | -2.37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.48B | 12.37 | 4.36 | 9.64 | ||
Fidelity Small Cap Index Instl Pre | 26.87B | 11.21 | 1.97 | 8.93 | ||
Vanguard Small Cap Index I | 23.18B | 12.37 | 4.37 | 9.65 | ||
DFA US Small Cap I | 16.29B | 10.92 | 6.62 | 9.64 | ||
Vanguard Small Cap Index InstlPlus | 11.41B | 12.38 | 4.38 | 9.66 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Liberty Oilfield | US53115L1044 | 2.42 | 17.09 | +2.46% | |
Expand Energy | US1651677353 | 1.76 | 85.84 | +2.61% | |
PTC | US69370C1009 | 1.51 | 186.23 | +0.64% | |
Primerica | US74164M1080 | 1.46 | 274.89 | +0.16% | |
WillScot A | US9713781048 | 1.41 | 36.86 | +0.88% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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