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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1102 | 1034 | 1277 | 1249 | 2000 | 3100 |
Fund Return | 10.19% | 3.36% | 27.66% | 7.69% | 14.87% | 11.98% |
Place in category | 849 | 822 | 670 | 790 | 541 | 296 |
% in Category | 55 | 54 | 48 | 60 | 48 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 94.83B | 11.27 | 9.53 | 12.63 | ||
Schwab 1000 Index | 16.27B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.7B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.6B | 8.36 | 8.70 | 11.20 | ||
Schwab Small Cap Index | 5.81B | 2.71 | -1.59 | 7.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.55B | 10.13 | 7.72 | - | ||
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Vanguard 500 Index Admiral | 507.74B | 11.28 | 9.52 | 12.65 | ||
Vanguard Total Stock Market Admiral | 371.57B | 10.12 | 7.70 | 12.03 | ||
Vanguard 500 Index Institutional Se | 172.16B | 11.29 | 9.55 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.89 | 423.85 | -0.16% | |
Apple | US0378331005 | 5.04 | 196.89 | +1.24% | |
NVIDIA | US67066G1040 | 4.35 | 1,208.61 | -0.11% | |
Amazon.com | US0231351067 | 3.26 | 184.30 | -0.38% | |
Alphabet A | US02079K3059 | 1.95 | 174.45 | -1.29% |
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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