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 16 close
- Weekly breadth
- 8 of 21 rose
- Median 1-week return
- -0.91%
- Weekly leader
- SCHD +3.96%
- Fixed-income average
- +0.71%
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 | +15.49% | +16.84% | +1.47% | -1.95% |
| VO | Vanguard Mid-Cap ETFETF | U.S. mid-cap | +11.51% | +12.60% | +1.08% | -0.91% |
| VB | Vanguard Small-Cap ETFETF | U.S. small-cap | +10.72% | +13.78% | -1.32% | -1.78% |
| VTI | Vanguard Total Stock Market ETFETF | Total U.S. stock market | +14.89% | +16.14% | +1.01% | -2.06% |
| International Equity | ||||||
| VEA | Vanguard FTSE Developed Markets ETFETF | Developed international equity | +9.83% | +17.60% | -2.24% | -1.22% |
| VWO | Vanguard FTSE Emerging Markets ETFETF | Emerging markets equity | +7.44% | +8.89% | -1.76% | -2.89% |
| VXUS | Vanguard Total International Stock ETFETF | Total international equity | +9.23% | +15.27% | -2.14% | -1.64% |
| Global Equity | ||||||
| VT | Vanguard Total World Stock ETFETF | Global/world equity | +12.46% | +15.82% | -0.12% | -1.88% |
| Fixed Income | ||||||
| BND | Vanguard Total Bond Market ETFETF | U.S. aggregate/core bonds | +1.40% | -1.68% | -0.05% | +0.85% |
| VGSH | Vanguard Short-Term Treasury ETFETF | Short-term bonds / cash-like | +1.77% | +1.59% | +0.44% | +0.21% |
| SCHP | Schwab U.S. TIPS ETFETF | Inflation-protected bonds | +2.32% | -1.40% | +0.14% | +1.07% |
| Alternatives & Factors | ||||||
| VNQ | Vanguard Real Estate ETFETF | Real estate / REITs | +5.10% | +5.13% | -0.99% | +1.22% |
| SCHD | Schwab U.S. Dividend Equity ETFETF | Dividend-focused equity | +13.25% | +33.82% | +2.32% | +3.96% |
| VUG | Vanguard Growth ETFETF | Growth-focused equity | +17.87% | +11.29% | +1.10% | -4.39% |
| VTV | Vanguard Value ETFETF | Value-focused equity | +12.82% | +23.42% | +1.72% | +1.28% |
| QQQ | Invesco QQQ ETFETF | Nasdaq / large-cap tech tilt | +20.55% | +18.86% | +0.83% | -5.52% |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETFETF | International small-cap equity | +7.59% | +9.72% | -2.24% | -1.94% |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETFETF | High-yield bonds | +4.16% | +1.25% | -1.55% | -0.48% |
| USMV | iShares MSCI USA Min Vol Factor ETFETF | Minimum-volatility U.S. equity | +10.53% | +10.10% | +2.81% | +0.73% |
| XLV | State Street Health Care Select Sector SPDR ETFETF | Healthcare sector equity | +11.61% | +26.24% | +5.73% | +3.45% |
| Bitcoin | ||||||
| IBIT | iShares Bitcoin Trust ETFExchange-traded trust | Bitcoin spot exposure | N/A | -24.87% | +7.23% | -0.86% |
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 9, 2026 and October 16, 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.