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 30 close
- Weekly breadth
- 11 of 21 rose
- Median 1-week return
- +0.26%
- Weekly leader
- XLV +3.12%
- Fixed-income average
- +0.40%
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 | +15.40% | +12.41% | -0.86% | -0.54% |
| VO | Vanguard Mid-Cap ETFETF | U.S. mid-cap | +11.77% | +14.15% | +3.88% | +0.85% |
| VB | Vanguard Small-Cap ETFETF | U.S. small-cap | +11.14% | +16.10% | +1.95% | +0.99% |
| VTI | Vanguard Total Stock Market ETFETF | Total U.S. stock market | +14.87% | +12.49% | -0.71% | -0.39% |
| International Equity | ||||||
| VEA | Vanguard FTSE Developed Markets ETFETF | Developed international equity | +9.81% | +16.80% | -1.66% | +0.56% |
| VWO | Vanguard FTSE Emerging Markets ETFETF | Emerging markets equity | +6.92% | +2.87% | -6.41% | -2.34% |
| VXUS | Vanguard Total International Stock ETFETF | Total international equity | +9.06% | +12.95% | -3.05% | -0.19% |
| Global Equity | ||||||
| VT | Vanguard Total World Stock ETFETF | Global/world equity | +12.37% | +12.52% | -1.60% | -0.37% |
| Fixed Income | ||||||
| BND | Vanguard Total Bond Market ETFETF | U.S. aggregate/core bonds | +1.52% | -0.15% | +2.37% | +0.51% |
| VGSH | Vanguard Short-Term Treasury ETFETF | Short-term bonds / cash-like | +1.81% | +2.22% | +0.96% | +0.26% |
| SCHP | Schwab U.S. TIPS ETFETF | Inflation-protected bonds | +2.41% | +0.32% | +2.66% | +0.43% |
| Alternatives & Factors | ||||||
| VNQ | Vanguard Real Estate ETFETF | Real estate / REITs | +5.69% | +9.60% | +4.81% | +1.35% |
| SCHD | Schwab U.S. Dividend Equity ETFETF | Dividend-focused equity | +13.70% | +38.81% | +9.99% | +1.45% |
| VUG | Vanguard Growth ETFETF | Growth-focused equity | +17.56% | +3.26% | -5.60% | -1.96% |
| VTV | Vanguard Value ETFETF | Value-focused equity | +13.03% | +25.36% | +5.53% | +1.32% |
| QQQ | Invesco QQQ ETFETF | Nasdaq / large-cap tech tilt | +20.22% | +10.81% | -6.66% | -1.97% |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETFETF | International small-cap equity | +7.34% | +7.22% | -4.64% | -0.87% |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETFETF | High-yield bonds | +4.31% | +1.64% | +0.73% | +0.49% |
| USMV | iShares MSCI USA Min Vol Factor ETFETF | Minimum-volatility U.S. equity | +10.84% | +12.02% | +5.63% | -0.02% |
| XLV | State Street Health Care Select Sector SPDR ETFETF | Healthcare sector equity | +12.41% | +30.26% | +9.77% | +3.12% |
| Bitcoin | ||||||
| IBIT | iShares Bitcoin Trust ETFExchange-traded trust | Bitcoin spot exposure | N/A | -28.21% | -8.41% | -5.66% |
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 23, 2026 and October 30, 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.