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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 954 | 965 | 1034 | 1223 | 1641 | 2149 |
Fund Return | -4.58% | -3.48% | 3.39% | 6.93% | 10.41% | 7.95% |
Place in category | 19 | 24 | 30 | 23 | 47 | 16 |
% in Category | 29 | 38 | 21 | 25 | 67 | 21 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy VIP Intl Core Equity II | 285.56M | 17.53 | 12.90 | 5.24 | ||
Ivy VIP Energy Class II | 70.41M | -4.31 | -3.03 | -2.78 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 55B | 1.22 | 9.13 | 8.81 | ||
Fidelity Small Cap Index Instl Pre | 25.89B | 0.00 | 7.19 | 7.58 | ||
Vanguard Small Cap Index I | 21.68B | 1.24 | 9.14 | 8.82 | ||
DFA US Small Cap I | 16.11B | 0.06 | 8.31 | 8.46 | ||
Vanguard Small Cap Index InstlPlus | 12.72B | 1.24 | 9.15 | 8.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Expand Energy | US1651677353 | 2.24 | 99.14 | -0.87% | |
East West Bancorp | US27579R1041 | 1.90 | 99.11 | +1.75% | |
Caseys | US1475281036 | 1.88 | 518.97 | +0.13% | |
Axis Capital | BMG0692U1099 | 1.79 | 96.47 | +0.59% | |
Guidewire | US40171V1008 | 1.67 | 213.27 | -1.91% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | BUY | Sell |
Summary | Strong Sell | Neutral | Sell |
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