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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1058 | 1038 | 1183 | 1221 | 1666 | 2684 |
Fund Return | 5.82% | 3.81% | 18.34% | 6.89% | 10.75% | 10.38% |
Place in category | 737 | 945 | 1038 | 658 | 906 | 632 |
% in Category | 46 | 61 | 72 | 49 | 75 | 71 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.52B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.48B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.23B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.75B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.7B | 4.33 | 8.35 | 10.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.98 | - | - | |
Alphabet Inc Class A | - | 6.71 | - | - | |
Amazon.com Inc | - | 5.14 | - | - | |
Apple Inc | - | 4.80 | - | - | |
Meta Platforms Inc Class A | - | 4.02 | - | - |
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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