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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1094 | 1094 | 1251 | 1385 | 1982 | 3002 |
Fund Return | 9.35% | 9.35% | 25.08% | 11.46% | 14.66% | 11.62% |
Place in category | 509 | 509 | 272 | 111 | 43 | 16 |
% in Category | 37 | 37 | 24 | 11 | 5 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 86.92B | 10.55 | 11.46 | 12.90 | ||
Schwab Total Stock Market Index | 21.92B | 10.04 | 9.62 | 12.21 | ||
Schwab 1000 Index | 15.19B | 10.42 | 10.32 | 12.47 | ||
Schwab International Index | 9.05B | 5.81 | 4.88 | 4.83 | ||
Schwab Small Cap Index | 5.55B | 5.20 | -0.05 | 7.64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 67.07B | 8.50 | 10.37 | 11.08 | ||
Vanguard Equity-Income Adm | 51.96B | 7.81 | 9.87 | 10.27 | ||
Vanguard Windsor II Admiral | 48.41B | 8.89 | 9.92 | 10.76 | ||
American Funds American Mutual A | 38.07B | 7.08 | 9.04 | 9.67 | ||
Vanguard Value Index Adm | 36.41B | 9.75 | 10.19 | 10.44 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.84 | 166.87 | +0.62% | |
Microsoft | US5949181045 | 2.77 | 407.36 | +1.60% | |
Meta Platforms | US30303M1027 | 2.39 | 496.83 | +3.13% | |
JPMorgan | US46625H1005 | 2.04 | 191.73 | +1.22% | |
Berkshire Hathaway B | US0846707026 | 1.72 | 407.69 | -0.27% |
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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