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
- November 6 close
- Weekly breadth
- 2 of 21 rose
- Median 1-week return
- -1.70%
- Weekly leader
- VNQ +1.91%
- Fixed-income average
- -0.21%
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 | +15.31% | +10.96% | -5.61% | -2.71% |
| VO | Vanguard Mid-Cap ETFETF | U.S. mid-cap | +11.66% | +12.51% | -1.98% | -2.55% |
| VB | Vanguard Small-Cap ETFETF | U.S. small-cap | +11.17% | +15.60% | -1.87% | -1.52% |
| VTI | Vanguard Total Stock Market ETFETF | Total U.S. stock market | +14.79% | +11.14% | -5.39% | -2.59% |
| International Equity | ||||||
| VEA | Vanguard FTSE Developed Markets ETFETF | Developed international equity | +9.78% | +15.36% | -4.51% | -2.22% |
| VWO | Vanguard FTSE Emerging Markets ETFETF | Emerging markets equity | +7.14% | +3.59% | -8.79% | -0.40% |
| VXUS | Vanguard Total International Stock ETFETF | Total international equity | +9.11% | +12.09% | -5.69% | -1.76% |
| Global Equity | ||||||
| VT | Vanguard Total World Stock ETFETF | Global/world equity | +12.33% | +11.37% | -5.58% | -2.32% |
| Fixed Income | ||||||
| BND | Vanguard Total Bond Market ETFETF | U.S. aggregate/core bonds | +1.50% | -0.13% | +2.24% | +0.04% |
| VGSH | Vanguard Short-Term Treasury ETFETF | Short-term bonds / cash-like | +1.78% | +1.94% | +0.61% | -0.12% |
| SCHP | Schwab U.S. TIPS ETFETF | Inflation-protected bonds | +2.33% | -0.20% | +1.91% | -0.54% |
| Alternatives & Factors | ||||||
| VNQ | Vanguard Real Estate ETFETF | Real estate / REITs | +6.10% | +11.82% | +6.45% | +1.91% |
| SCHD | Schwab U.S. Dividend Equity ETFETF | Dividend-focused equity | +13.69% | +37.27% | +7.06% | -1.70% |
| VUG | Vanguard Growth ETFETF | Growth-focused equity | +17.42% | +1.91% | -11.30% | -3.40% |
| VTV | Vanguard Value ETFETF | Value-focused equity | +12.95% | +23.03% | +1.83% | -2.20% |
| QQQ | Invesco QQQ ETFETF | Nasdaq / large-cap tech tilt | +19.96% | +7.77% | -13.63% | -4.98% |
| VSS | Vanguard FTSE All-World ex-US Small-Cap ETFETF | International small-cap equity | +7.32% | +7.03% | -7.15% | -1.96% |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETFETF | High-yield bonds | +4.39% | +1.54% | -0.05% | -0.26% |
| USMV | iShares MSCI USA Min Vol Factor ETFETF | Minimum-volatility U.S. equity | +10.76% | +11.25% | +1.46% | -1.65% |
| XLV | State Street Health Care Select Sector SPDR ETFETF | Healthcare sector equity | +12.63% | +28.74% | +10.60% | -0.04% |
| Bitcoin | ||||||
| IBIT | iShares Bitcoin Trust ETFExchange-traded trust | Bitcoin spot exposure | N/A | -25.11% | -11.57% | -1.11% |
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 30, 2026 and November 6, 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.