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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1017 | 1012 | 1112 | 1050 | 1366 | 1949 |
Fund Return | 1.67% | 1.15% | 11.16% | 1.64% | 6.44% | 6.9% |
Place in category | 428 | 530 | 282 | 350 | 281 | 132 |
% in Category | 56 | 69 | 40 | 54 | 45 | 29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.71B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.36B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.11B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.71B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.56B | 4.33 | 8.35 | 10.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 104.47B | 2.71 | 3.71 | 7.63 | ||
Vanguard Wellington Admiral | 94.88B | 2.55 | 3.57 | 7.87 | ||
American Funds American Balanced R6 | 51.23B | 2.82 | 4.04 | 7.96 | ||
Vanguard Balanced Index Adm | 42.49B | 1.89 | 2.39 | 7.68 | ||
Fidelity Balanced K | 8.54B | 3.72 | 4.10 | 9.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 36.82 | - | - | |
Schwab Core Equity | - | 26.58 | - | - | |
Schwab Select Large Cap Growth | - | 15.25 | - | - | |
Schwab International Opportunities | - | 9.80 | - | - | |
Schwab Small-Cap Equity | - | 8.46 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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