1 | VTI | Vanguard Total Stock Market Index Fund | 21.9% | 18.8% | 0.91 | 1.55 | -25.36% | TLT, VBIRX, BSV |
2 | VSMPX | Vanguard Total Stock Mkt Idx Instl Pls | 21.9% | 18.9% | 0.91 | 1.54 | -25.35% | TLT, VBIRX, BSV |
3 | VOO | Vanguard 500 Index Fund | 22.4% | 18.3% | 0.95 | 1.62 | -24.52% | TLT, VBIRX, BSV |
4 | VFIAX | Vanguard 500 Index Fd Admiral Shs | 22.3% | 18.4% | 0.94 | 1.6 | -24.53% | TLT, VBIRX, BSV |
5 | SPY | SPDR S&P 500 ETF Trust | 22.1% | 18.2% | 0.94 | 1.6 | -24.5% | TLT, VBIRX, BSV |
6 | IVV | iShares Core S&P 500 ETF | 22.3% | 18.3% | 0.95 | 1.61 | -24.53% | TLT, VBIRX, BSV |
7 | VXUS | Vanguard Total Intl Stock Idx Fund | 14.9% | 17% | 0.64 | 1.12 | -29.44% | TLT, VBIRX, VTIFX |
8 | VTPSX | Vanguard Total Intl Stock Idx InstlPls | 14.9% | 16.1% | 0.67 | 1.16 | -29.54% | TLT, VBIRX, VTIFX |
9 | VTIAX | Vanguard Total International Stock Index Fd Admiral | 14.8% | 16.1% | 0.66 | 1.16 | -29.57% | TLT, VBIRX, VTIFX |
10 | BND | Vanguard Total Bond Market Index Fund | -0.1% | 5.9% | -0.73 | -1.2 | -18.58% | XLF, VWIUX, VTAPX |
11 | QQQ | Invesco QQQ Trust | 23.8% | 23.5% | 0.84 | 1.39 | -35.12% | VBIRX, BSV, TLT |
12 | VBTLX | Vanguard Total Bond Market Index Fund Admiral Shares | -0.1% | 5.8% | -0.75 | -1.23 | -18.69% | XLF, VYM, VHYAX |
13 | VBMFX | Vanguard Total Bond Market Index Fund Investor Shares | -0.1% | 5.9% | -0.74 | -1.22 | -18.85% | XLF, VYM, VHYAX |
14 | VBMPX | Vanguard Total Bond Market Idx InstlPls | 0% | 5.9% | -0.74 | -1.21 | -18.61% | XLF, VYM, VHYAX |
15 | VINIX | Vanguard Institutional Index Fund Institutional Shares | 22.3% | 18.4% | 0.95 | 1.61 | -24.51% | TLT, VBIRX, BSV |
16 | VTBNX | Vanguard Total Bond Market II Idx I | -0.1% | 5.8% | -0.75 | -1.23 | -18.55% | XLF, VYM, VHYAX |
17 | VUG | Vanguard Growth Index Fund | 23.4% | 23.1% | 0.83 | 1.39 | -35.61% | VBIRX, TLT, BSV |
18 | VIGIX | Vanguard Growth Index Institutional | 23.4% | 23.3% | 0.83 | 1.38 | -35.62% | VBIRX, TLT, BSV |
19 | VIGAX | Vanguard Growth Index Fd Admiral Shs | 23.3% | 23.3% | 0.83 | 1.38 | -35.63% | VBIRX, TLT, BSV |
20 | VEA | Vanguard Developed Markets Index Fund | 16% | 17.5% | 0.68 | 1.19 | -29.72% | TLT, VBIRX, VTIFX |
21 | VTMGX | Vanguard Developed Markets Index Admiral | 15.9% | 16.9% | 0.69 | 1.21 | -29.75% | TLT, VBIRX, VTIFX |
22 | VTMNX | Vanguard Developed Markets Index Fund Institutional Shares | 15.9% | 16.9% | 0.69 | 1.21 | -29.73% | TLT, VBIRX, VTIFX |
23 | VTV | Vanguard Value Index Fund | 20.7% | 16.6% | 0.95 | 1.66 | -17.04% | TLT, VBIRX, VTIFX |
24 | VO | Vanguard Mid Cap Index Fund | 20% | 19.9% | 0.8 | 1.37 | -27.57% | TLT, VBIRX, VTIFX |
25 | VVIAX | Vanguard Value Index Fd Admiral Shs | 20.7% | 16.7% | 0.94 | 1.65 | -17.13% | TLT, VBIRX, VTIFX |
26 | VMCPX | Vanguard Mid-Cap Index Fund Institutional Plus Shares | 20% | 19.9% | 0.79 | 1.37 | -27.54% | TLT, VBIRX, VTIFX |
27 | VMCIX | Vanguard Mid-Cap Index Fund Institutional Shares | 20% | 19.9% | 0.79 | 1.37 | -27.53% | TLT, VBIRX, VTIFX |
28 | VIMAX | Vanguard Mid-Cap Index Fund Admiral Shares | 20% | 19.9% | 0.79 | 1.37 | -27.55% | TLT, VBIRX, VTIFX |
29 | VB | Vanguard Small Cap Index Fund | 19.7% | 22.9% | 0.71 | 1.23 | -28.16% | TLT, VBIRX, VTIFX |
30 | VSCIX | Vanguard Small-Cap Index Fund Institutional Shares | 19.6% | 22.9% | 0.7 | 1.23 | -28.14% | TLT, VBIRX, VTIFX |
31 | VSMAX | Vanguard Small Cap Index Fd Admiral Shs | 19.6% | 22.9% | 0.7 | 1.22 | -28.13% | TLT, VBIRX, VTIFX |
32 | IEFA | iShares Core MSCI EAFE ETF | 15.7% | 17.6% | 0.67 | 1.16 | -30.41% | TLT, VBIRX, VTIFX |
33 | AGG | iShares Core U.S. Aggregate Bond ETF | -0.1% | 6% | -0.73 | -1.21 | -18.43% | XLF, VWIUX, VTAPX |
34 | VXF | Vanguard Extended Market Index Fund | 19.5% | 24.1% | 0.68 | 1.16 | -36.39% | TLT, VBIRX, BSV |
35 | VEMRX | Vanguard Emerging Mkts Stock Idx InsPlus | 11.9% | 16.5% | 0.49 | 0.85 | -34.06% | TLT, VBIRX, VTABX |
36 | VEMAX | Vanguard Emerging Markets Stock Index Fund Admiral Shares | 11.8% | 16.5% | 0.49 | 0.84 | -34.14% | TLT, VBIRX, VTABX |
37 | VWENX | Vanguard Wellington Fund Admiral Shares | 13.7% | 11.9% | 0.76 | 1.3 | -20.83% | VBIRX, BSV, VFSUX |
38 | VWO | Vanguard Emerging Markets Stock Index Fund | 12% | 18.7% | 0.46 | 0.8 | -34.3% | TLT, VTABX, VBIRX |
39 | IWF | iShares Russell 1000 Growth ETF | 23.9% | 22.4% | 0.87 | 1.45 | -32.72% | VBIRX, TLT, BSV |
40 | VEXAX | Vanguard Extended Market Index Fd Admiral Shs | 19.4% | 24.1% | 0.67 | 1.15 | -36.33% | TLT, VBIRX, BSV |
41 | VEMPX | Vanguard Extended Market Index InstlPlus | 19.4% | 24.1% | 0.67 | 1.15 | -36.32% | TLT, VBIRX, BSV |
42 | VIEIX | Vanguard Extended Market Index Fund Institutional Shares | 19.4% | 24.1% | 0.67 | 1.15 | -36.33% | TLT, VBIRX, BSV |
43 | VIG | Vanguard Dividend Appreciation Index Fund | 19.1% | 16% | 0.89 | 1.56 | -20.39% | TLT, VBIRX, BSV |
44 | VDADX | Vanguard Dividend Appreciation Index Fund Admiral Shs | 19% | 16.2% | 0.88 | 1.55 | -20.42% | TLT, VBIRX, BSV |
45 | VGT | Vanguard Information Technology Index Fund | 25.9% | 25.8% | 0.85 | 1.44 | -35.07% | TLT, VBIRX, BSV |
46 | BNDX | Vanguard Total International Bond Index Fund | 0.3% | 4.8% | -0.84 | -1.41 | -16.23% | XLF, VTAPX, VEMAX |
47 | VTABX | Vanguard Total International Bond Index Fd Admiral Shs | -0.1% | 4.3% | -1.03 | -1.74 | -16.18% | XLF, VEMAX, VEMRX |
48 | VTIFX | Vanguard Total International Bond Index Fund Institutional Shares | -0.1% | 4.3% | -1.03 | -1.73 | -16.08% | XLF, VEMAX, VEMRX |
49 | IJH | iShares Core S&P Mid-Cap ETF | 21.2% | 22.2% | 0.78 | 1.36 | -23.86% | TLT, VBIRX, VTIFX |
50 | VITAX | Vanguard Information Technology Index Fund Admiral Shs | 25.8% | 26% | 0.84 | 1.43 | -35.1% | TLT, VBIRX, BSV |
51 | IJR | iShares Core S&P Small-Cap ETF | 18.5% | 24.8% | 0.63 | 1.12 | -26.48% | TLT, VBIRX, VTIFX |
52 | IEMG | iShares Core MSCI Emerging Markets ETF | 11.8% | 19.2% | 0.44 | 0.77 | -37.15% | TLT, VBIRX, VTABX |
53 | VWIUX | Vanguard Intermediate-Term Tax-Exempt Fd Admiral Shs | 2.9% | 3.5% | -0.43 | -0.77 | -11.39% | VTAPX, VTIP, BSV |
54 | VPMAX | Vanguard PRIMECAP Fund Admiral Shares | 20.4% | 19% | 0.84 | 1.42 | -25.21% | TLT, VBIRX, VTIFX |
55 | VYM | Vanguard High Dividend Yield Index Fund | 19.6% | 16.5% | 0.9 | 1.58 | -15.85% | TLT, VBIRX, VTIFX |
56 | RSP | Invesco S&P 500 Equal Weight ETF | 21.3% | 19.1% | 0.87 | 1.53 | -21.39% | TLT, VBIRX, VTIFX |
57 | XLK | Technology Select Sector SPDR Fund | 25.9% | 25.5% | 0.86 | 1.46 | -33.56% | TLT, VBIRX, BSV |
58 | IWM | iShares Russell 2000 ETF | 16.9% | 25% | 0.57 | 1 | -31.91% | TLT, VBIRX, VTIFX |
59 | VHYAX | Vanguard High Dividend Yield Index Fund Admiral Shares | 19.5% | 16.6% | 0.89 | 1.57 | -15.89% | TLT, VBIRX, VTIFX |
60 | GLD | SPDR Gold Shares | 13.8% | 15.1% | 0.64 | 1.04 | -22% | VWIUX, VBIRX, VFSUX |
61 | VGSNX | Vanguard Real Estate Index Institutional | 13.7% | 22.3% | 0.49 | 0.85 | -34.41% | VBIRX, VTAPX, BSV |
62 | SCHD | Schwab U.S. Dividend Equity ETF | 20.3% | 16.8% | 0.92 | 1.62 | -16.84% | TLT, VBIRX, VTIFX |
63 | ITOT | iShares Core S&P Total U.S. Stock Market ETF | 21.9% | 18.8% | 0.91 | 1.54 | -25.36% | TLT, VBIRX, VTIFX |
64 | FDGRX | Fidelity Growth Company Fund Retail Class | 23% | 25.2% | 0.77 | 1.26 | -40.25% | VBIRX, TLT, BSV |
65 | VNQ | Vanguard Real Estate Index Fund | 13.7% | 22.1% | 0.49 | 0.85 | -34.48% | VBIRX, VTAPX, BSV |
66 | IWD | iShares Russell 1000 Value ETF | 19.6% | 17.6% | 0.86 | 1.5 | -19.04% | TLT, VBIRX, VTIFX |
67 | VWNAX | Vanguard Windsor II Fund Admiral Shares | 22.3% | 18% | 0.96 | 1.67 | -22.7% | TLT, VBIRX, VTIFX |
68 | VBR | Vanguard Small Cap Value Index Fund | 22.4% | 23.4% | 0.79 | 1.4 | -21.22% | TLT, VBIRX, VTIFX |
69 | VV | Vanguard Large Cap Index Fund | 22.3% | 18.6% | 0.94 | 1.59 | -25.66% | TLT, VBIRX, BSV |
70 | IVW | iShares S&P 500 Growth ETF | 22.3% | 21.9% | 0.83 | 1.38 | -32.72% | TLT, VBIRX, BSV |
71 | VEIRX | Vanguard Equity-Income Fund Admiral Shares | 19.9% | 16.4% | 0.92 | 1.61 | -15.12% | TLT, VBIRX, VTIFX |
72 | VBIRX | Vanguard Short-Term Bond Index Fund Admiral Shares | 1.3% | 2.8% | -1.11 | -1.84 | -8.57% | XLF, VYM, VHYAX |
73 | BSV | Vanguard Short-Term Bond Index Fund | 1.3% | 2.6% | -1.17 | -1.93 | -8.54% | XLF, VWIUX, VTAPX |
74 | VEU | Vanguard FTSE All-World ex-US Index Fund | 15% | 17.1% | 0.64 | 1.12 | -29.31% | TLT, VBIRX, VTIFX |
75 | VSIAX | Vanguard Small-Cap Value Index Fd Admiral | 22.4% | 23.5% | 0.79 | 1.4 | -21.18% | TLT, VBIRX, VTIFX |
76 | VBIAX | Vanguard Balanced Index Fund Admiral Shares | 12.9% | 11.9% | 0.71 | 1.19 | -21.53% | VBIRX, BSV, VTAPX |
77 | VBAIX | Vanguard Balanced Index Fund Institutional Shares | 12.9% | 11.9% | 0.71 | 1.19 | -21.53% | VBIRX, BSV, VTAPX |
78 | VFWAX | Vanguard FTSE All-World ex-US Index Fd Admiral | 14.8% | 16.2% | 0.66 | 1.15 | -29.41% | TLT, VBIRX, VTIFX |
79 | VT | Vanguard Total World Stock Index Fund | 19% | 17.4% | 0.83 | 1.42 | -26.39% | TLT, VBIRX, VTIFX |
80 | EFA | iShares MSCI EAFE ETF | 15.8% | 17.5% | 0.67 | 1.17 | -29.53% | TLT, VBIRX, VTIFX |
81 | VLCAX | Vanguard Large Cap Index Fund Admiral Shs | 22.2% | 18.6% | 0.93 | 1.58 | -25.65% | TLT, VBIRX, BSV |
82 | VTIP | Vanguard Short-Term Inflation-Protected Securities Index Fund | 4.2% | 2.8% | -0.1 | -0.16 | -5.48% | VWIUX, BSV, VBIRX |
83 | VFSUX | Vanguard Short-Term Investment-Grade Fund Admiral Shares | 3.1% | 2.9% | -0.47 | -0.8 | -9.26% | XLF, VWIUX, VTAPX |
84 | VFSTX | Vanguard Short-Term Investment Grade Fund Investor Shrs | 3% | 2.9% | -0.51 | -0.87 | -9.33% | XLF, VWIUX, VTAPX |
85 | VTAPX | Vanguard Short-Term Inflation-Protected Securities Index Fd Admiral Cl | 4.1% | 2.7% | -0.17 | -0.27 | -5.32% | VWIUX, BSV, VBIRX |
86 | SPLG | SPDR Portfolio S&P 500 ETF | 22.3% | 18.2% | 0.96 | 1.62 | -24.48% | TLT, VBIRX, BSV |
87 | SCHX | Schwab U.S. Large-Cap ETF | 22.2% | 18.5% | 0.94 | 1.58 | -25.4% | TLT, VBIRX, BSV |
88 | VTWAX | Vanguard Total World Stock Index Fund Admiral Shares | 18.9% | 17.1% | 0.84 | 1.44 | -26.39% | TLT, VBIRX, VTIFX |
89 | VTWIX | Vanguard Total World Stock Index I | 19% | 17.1% | 0.84 | 1.44 | -26.39% | TLT, VBIRX, VTIFX |
90 | VDIGX | Vanguard Dividend Growth Fund Investor Shares | 17.4% | 15.4% | 0.83 | 1.46 | -16.15% | TLT, VBIRX, VTIFX |
91 | XLF | Financial Select Sector SPDR Fund | 25.1% | 22.6% | 0.91 | 1.62 | -25.82% | TLT, VTBNX, VBTLX |
92 | TLT | iShares 20+ Year Treasury Bond ETF | -9.2% | 16.3% | -0.78 | -1.32 | -48.35% | XLF, VSIAX, VBR |
93 | QUAL | iShares MSCI USA Quality Factor ETF | 21.7% | 19% | 0.89 | 1.54 | -28.23% | TLT, VBIRX, BSV |
94 | VCIT | Vanguard Intermediate-Term Corporate Bond Index Fund | 3% | 6.8% | -0.19 | -0.33 | -20.55% | VTAPX, VWIUX, VTIP |
95 | VICSX | Vanguard IT Corporate Bond Index Fund Admiral Shs | 3.2% | 6.2% | -0.19 | -0.32 | -20.5% | VWIUX, VTAPX, VTIP |
96 | VGHAX | Vanguard Health Care Fund Admiral Shares | 12.4% | 15.6% | 0.55 | 0.96 | -16.91% | VBIRX, VTAPX, VTIP |