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 9 close
- Weekly breadth
- 17 of 21 rose
- Median 1-week return
- +0.42%
- Weekly leader
- XLV +2.79%
- Fixed-income average
- +0.30%
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 | +15.61% | +17.30% | +2.36% | +1.14% |
| VO | Vanguard Mid-Cap ETFETF | U.S. mid-cap | +11.44% | +11.95% | 0.00% | +1.95% |
| VB | Vanguard Small-Cap ETFETF | U.S. small-cap | +10.76% | +14.72% | -1.28% | +0.17% |
| VTI | Vanguard Total Stock Market ETFETF | Total U.S. stock market | +15.01% | +16.83% | +1.96% | +1.05% |
| International Equity | ||||||
| VEA | Vanguard FTSE Developed Markets ETFETF | Developed international equity | +9.82% | +19.72% | -3.15% | -1.10% |
| VWO | Vanguard FTSE Emerging Markets ETFETF | Emerging markets equity | +7.57% | +12.13% | -1.64% | +0.34% |
| VXUS | Vanguard Total International Stock ETFETF | Total international equity | +9.25% | +17.78% | -2.79% | -0.71% |
| Global Equity | ||||||
| VT | Vanguard Total World Stock ETFETF | Global/world equity | +12.52% | +17.12% | +0.22% | +0.44% |
| Fixed Income | ||||||
| BND | Vanguard Total Bond Market ETFETF | U.S. aggregate/core bonds | +1.28% | -1.53% | -1.76% | +0.40% |
| VGSH | Vanguard Short-Term Treasury ETFETF | Short-term bonds / cash-like | +1.75% | +1.75% | -0.20% | +0.19% |
| SCHP | Schwab U.S. TIPS ETFETF | Inflation-protected bonds | +2.18% | -1.79% | -2.22% | +0.32% |
| Alternatives & Factors | ||||||
| VNQ | Vanguard Real Estate ETFETF | Real estate / REITs | +5.09% | +5.39% | -3.69% | +1.28% |
| SCHD | Schwab U.S. Dividend Equity ETFETF | Dividend-focused equity | +12.70% | +26.66% | -2.31% | +0.98% |
| VUG | Vanguard Growth ETFETF | Growth-focused equity | +18.27% | +13.91% | +5.00% | +0.88% |
| VTV | Vanguard Value ETFETF | Value-focused equity | +12.57% | +20.99% | -1.03% | +1.55% |
| QQQ | Invesco QQQ ETFETF | Nasdaq / large-cap tech tilt | +21.09% | +23.60% | +4.99% | +0.23% |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETFETF | International small-cap equity | +7.67% | +12.19% | -2.57% | -0.34% |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETFETF | High-yield bonds | +4.18% | +1.85% | -1.78% | +0.42% |
| USMV | iShares MSCI USA Min Vol Factor ETFETF | Minimum-volatility U.S. equity | +10.42% | +7.52% | +1.42% | +2.36% |
| XLV | State Street Health Care Select Sector SPDR ETFETF | Healthcare sector equity | +10.88% | +20.44% | +2.93% | +2.79% |
| Bitcoin | ||||||
| IBIT | iShares Bitcoin Trust ETFExchange-traded trust | Bitcoin spot exposure | N/A | -32.28% | +5.10% | -2.47% |
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 October 2, 2026 and October 9, 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.