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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 992 | 993 | 1024 | 969 | 1054 | 1206 |
Fund Return | -0.81% | -0.71% | 2.38% | -1.03% | 1.06% | 1.89% |
Place in category | 157 | 148 | 167 | 139 | 139 | 97 |
% in Category | 51 | 48 | 54 | 55 | 61 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.4B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.35B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.1B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.7B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.62B | 4.33 | 8.35 | 10.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.38B | -0.98 | -0.52 | 2.32 | ||
Bridge Builder Municipal Bond | 14.2B | -0.63 | -0.44 | - | ||
American Funds Tax-Exempt Bond A | 11.56B | -1.09 | -1.07 | 2.34 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.47 | -0.66 | 2.37 | ||
American Funds Tax-Exempt Bond F2 | 5.53B | -1.02 | -0.89 | 2.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MICHIGAN ST TRUNK LINE 4% | - | 1.30 | - | - | |
NEW YORK N Y 4% | - | 1.27 | - | - | |
ILLINOIS ST 5% | - | 1.04 | - | - | |
CALIFORNIA ST 5.25% | - | 0.99 | - | - | |
SAN DIEGO CNTY CALIF REGL ARPT AUTH ARPT REV 5% | - | 0.94 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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