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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1068 | 1031 | 1208 | 1129 | 1642 | - |
Fund Return | 6.82% | 3.15% | 20.77% | 4.13% | 10.42% | - |
Place in category | 180 | 163 | 145 | 50 | 81 | - |
% in Category | 85 | 82 | 71 | 28 | 51 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.81B | -1.47 | -3.15 | - | ||
Schwab Treasury Infl Protected Sec | 2.45B | 0.10 | -1.45 | 1.76 | ||
Schwab Target 2040 | 1.15B | 6.70 | 2.94 | 7.32 | ||
Schwab Target 2030 | 982.01M | 4.98 | 2.04 | 6.37 | ||
Schwab Target 2035 | 591.93M | 5.93 | 2.53 | 6.89 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2050 Tr1 | 88.18B | 7.49 | 4.16 | 8.40 | ||
The Vanguard Target Retire 2050 Tr2 | 88.18B | 7.50 | 4.15 | 8.39 | ||
Vanguard Target Retire Trust Plus50 | 88.18B | 7.50 | 4.17 | 8.42 | ||
Vanguard Target Retirement 2050 Inv | 70.43B | 7.47 | 4.08 | 8.32 | ||
American Funds 2050 Trgt Date RetR6 | 22.89B | 7.31 | 3.99 | 9.08 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Large-Cap | US8085242019 | 49.74 | 64.10 | 0.00% | |
Schwab International Equity | US8085248057 | 22.76 | 38.50 | -0.98% | |
Schwab US Aggregate Bond | US8085248396 | 8.56 | 45.97 | +0.12% | |
Schwab U.S. REIT | US8085248479 | 6.33 | 19.96 | +0.10% | |
Schwab US Small-Cap | US8085246077 | 5.89 | 46.71 | -1.33% |
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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