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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 986 | 1164 | 1375 | 2178 | 2988 |
Fund Return | 4.09% | -1.4% | 16.42% | 11.21% | 16.85% | 11.57% |
Place in category | 778 | 521 | 385 | 108 | 22 | 12 |
% in Category | 63 | 44 | 37 | 13 | 4 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 107.63B | 1.44 | 12.51 | 12.93 | ||
Schwab Total Stock Market Index | 26.45B | 1.12 | 11.50 | 12.26 | ||
Schwab 1000 Index | 17.43B | 1.33 | 11.95 | 12.51 | ||
Schwab International Index | 10.61B | 8.14 | 6.73 | 5.41 | ||
Schwab Small Cap Index | 6.01B | -2.83 | 3.41 | 7.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.96B | 7.01 | 10.31 | 11.55 | ||
Vanguard Equity-Income Adm | 54.22B | 5.13 | 9.82 | 10.45 | ||
Vanguard Windsor II Admiral | 48.93B | 3.32 | 9.35 | 10.61 | ||
American Funds American Mutual A | 41.23B | 5.31 | 9.35 | 9.77 | ||
Vanguard Value Index Adm | 38.93B | 5.21 | 10.09 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.50 | 239.07 | +1.59% | |
Microsoft | US5949181045 | 2.42 | 393.31 | -0.90% | |
JPMorgan | US46625H1005 | 2.08 | 242.28 | -1.73% | |
Meta Platforms | US30303M1027 | 1.96 | 625.66 | -0.36% | |
Exxon Mobil | US30231G1022 | 1.82 | 109.02 | +1.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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