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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1176 | 1078 | 1307 | 1412 | 2022 | 3066 |
Fund Return | 17.55% | 7.78% | 30.71% | 12.2% | 15.12% | 11.86% |
Place in category | 328 | 650 | 183 | 92 | 26 | 17 |
% in Category | 30 | 56 | 19 | 12 | 4 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 104.15B | 22.04 | 11.88 | 13.32 | ||
Schwab Total Stock Market Index | 25.67B | 20.60 | 10.11 | 12.72 | ||
Schwab 1000 Index | 17.36B | 21.19 | 10.66 | 12.91 | ||
Schwab International Index | 9.86B | 13.08 | 5.73 | 5.77 | ||
Schwab Small Cap Index | 6.33B | 11.23 | 1.91 | 8.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 68.92B | 16.29 | 10.29 | 11.26 | ||
Vanguard Equity-Income Adm | 54.18B | 16.01 | 10.77 | 10.58 | ||
Vanguard Windsor II Admiral | 50.3B | 15.67 | 9.72 | 10.95 | ||
American Funds American Mutual A | 41.39B | 17.66 | 10.79 | 10.22 | ||
Vanguard Value Index Adm | 38.71B | 18.97 | 11.64 | 10.78 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.52 | 222.91 | -1.33% | |
Microsoft | US5949181045 | 2.50 | 410.37 | +0.99% | |
Exxon Mobil | US30231G1022 | 1.97 | 114.95 | -1.57% | |
Berkshire Hathaway B | US0846707026 | 1.88 | 452.14 | +0.27% | |
Meta Platforms | US30303M1027 | 1.80 | 567.16 | -0.07% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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