Age Well Brief / Market update
Weekly Fund & ETF Performance
A broad educational snapshot of representative stock, bond, factor, real-estate, and Bitcoin exposures. Use the table to understand market context, not to select an investment.
- Data through
- October 2 close
- Weekly breadth
- 5 of 21 rose
- Median 1-week return
- -0.56%
- Weekly leader
- QQQ +0.68%
- Fixed-income average
- -0.33%
Weekly comparison
Performance by exposure
Returns are historical and shown for comparison. On smaller screens, each fund becomes a labeled reading card.
| Ticker | Fund | Exposure | 10Y ann. | 1Y | 1M | 1W |
|---|---|---|---|---|---|---|
| U.S. Equity Core | ||||||
| VOO | Vanguard S&P 500 ETFETF | U.S. large-cap | +15.41% | +16.33% | +0.85% | -0.20% |
| VO | Vanguard Mid-Cap ETFETF | U.S. mid-cap | +11.08% | +9.27% | -2.49% | -0.50% |
| VB | Vanguard Small-Cap ETFETF | U.S. small-cap | +10.59% | +14.16% | -2.63% | +0.05% |
| VTI | Vanguard Total Stock Market ETFETF | Total U.S. stock market | +14.81% | +15.92% | +0.55% | -0.22% |
| International Equity | ||||||
| VEA | Vanguard FTSE Developed Markets ETFETF | Developed international equity | +9.81% | +20.69% | -1.77% | -0.99% |
| VWO | Vanguard FTSE Emerging Markets ETFETF | Emerging markets equity | +7.63% | +11.43% | -1.80% | -1.00% |
| VXUS | Vanguard Total International Stock ETFETF | Total international equity | +9.24% | +18.26% | -1.81% | -1.07% |
| Global Equity | ||||||
| VT | Vanguard Total World Stock ETFETF | Global/world equity | +12.40% | +16.63% | -0.36% | -0.56% |
| Fixed Income | ||||||
| BND | Vanguard Total Bond Market ETFETF | U.S. aggregate/core bonds | +1.19% | -2.15% | -2.28% | -0.62% |
| VGSH | Vanguard Short-Term Treasury ETFETF | Short-term bonds / cash-like | +1.72% | +1.58% | -0.41% | +0.09% |
| SCHP | Schwab U.S. TIPS ETFETF | Inflation-protected bonds | +2.08% | -2.14% | -2.57% | -0.45% |
| Alternatives & Factors | ||||||
| VNQ | Vanguard Real Estate ETFETF | Real estate / REITs | +4.39% | +1.98% | -5.75% | -1.64% |
| SCHD | Schwab U.S. Dividend Equity ETFETF | Dividend-focused equity | +12.50% | +23.88% | -5.80% | -1.48% |
| VUG | Vanguard Growth ETFETF | Growth-focused equity | +18.08% | +13.67% | +4.18% | +0.35% |
| VTV | Vanguard Value ETFETF | Value-focused equity | +12.35% | +18.84% | -3.18% | -1.17% |
| QQQ | Invesco QQQ ETFETF | Nasdaq / large-cap tech tilt | +21.04% | +24.33% | +5.80% | +0.68% |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETFETF | International small-cap equity | +7.57% | +12.21% | -2.00% | -1.11% |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETFETF | High-yield bonds | +4.17% | +0.79% | -2.35% | -0.78% |
| USMV | iShares MSCI USA Min Vol Factor ETFETF | Minimum-volatility U.S. equity | +9.95% | +5.09% | -2.42% | -0.13% |
| XLV | State Street Health Care Select Sector SPDR ETFETF | Healthcare sector equity | +10.54% | +17.99% | -3.55% | -2.65% |
| Bitcoin | ||||||
| IBIT | iShares Bitcoin Trust ETFExchange-traded trust | Bitcoin spot exposure | N/A | -30.59% | +9.00% | +0.34% |
Method and limitations
- All return windows are calculated in code from the cited adjusted-close series. Ten-year values are annualized compound returns; one-year, one-month, and one-week values are period returns.
- One-week values use adjusted closes dated September 25, 2026 and October 2, 2026. The downloadable CSV records the dates, adjusted closes, and arithmetic for every window.
- The 21 rows are representative examples, not a complete market benchmark, recommendation list, or model portfolio.
- IBIT launched in 2024, so a 10-year return is unavailable.
Educational use only. Historical performance does not predict future results. This page is not individualized investment, tax, or legal advice.