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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1104 | 1104 | 1300 | 1343 | 1975 | 3239 |
Fund Return | 10.42% | 10.42% | 30% | 10.32% | 14.58% | 12.47% |
Place in category | 739 | 739 | 464 | 653 | 393 | 219 |
% in Category | 45 | 45 | 31 | 48 | 37 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 90.06B | 10.55 | 11.46 | 12.90 | ||
Schwab Total Stock Market Index | 22.7B | 10.04 | 9.62 | 12.21 | ||
Schwab International Index | 9.42B | 5.81 | 4.88 | 4.83 | ||
Schwab Fundamental US Large Company | 8.39B | 9.35 | 11.46 | 11.62 | ||
Schwab Small Cap Index | 5.81B | 5.20 | -0.05 | 7.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.39 | - | - | |
Apple Inc | - | 5.09 | - | - | |
NVIDIA Corp | - | 4.56 | - | - | |
Amazon.com Inc | - | 3.37 | - | - | |
Meta Platforms Inc Class A | - | 2.18 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Buy | Strong Buy |
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