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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1060 | 1043 | 1226 | 1261 | 1854 | 3191 |
Fund Return | 6.03% | 4.29% | 22.59% | 8.04% | 13.15% | 12.3% |
Place in category | 98 | 103 | 89 | 38 | 26 | 20 |
% in Category | 36 | 36 | 38 | 22 | 21 | 14 |
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 | - | 7.04 | - | - | |
Apple Inc | - | 5.61 | - | - | |
NVIDIA Corp | - | 5.03 | - | - | |
Amazon.com Inc | - | 3.71 | - | - | |
Meta Platforms Inc Class A | - | 2.41 | - | - |
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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