Metrics

General Statistics

The total account value and growth over time will be updated on a monthly basis below. This information will also be shared in the monthly and quarterly reports.

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Market Comparisons

See how the fund is growing month over month compared to the major stock market indices below. The S&P500 ($SPX), Dow Jones Industrial Average ($DJIA), and NASDAQ Composite ($COMP) are the most common indices referenced when assessing the health of the United States.

To set expectations, the average return on the S&P500 over the past 10-, 30-, and 50- years are shown on the right. Inflation is also included to demonstrate the importance of investing vs. holding onto cash.

Source: The Motley Fool

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Forecast

See how the fund is growing based on target base and upside forecasts

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