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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1043 | 1036 | 1177 | 1272 | 1825 | 2834 |
Fund Return | 4.33% | 3.64% | 17.7% | 8.35% | 12.79% | 10.98% |
Place in category | 744 | 801 | 316 | 128 | 39 | 19 |
% in Category | 55 | 60 | 27 | 13 | 5 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.53B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.52B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.25B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.76B | 2.39 | 2.74 | 4.32 | ||
Schwab Small Cap Index | 6.01B | -2.21 | -3.13 | 7.28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 63.89B | 4.83 | 7.19 | 10.76 | ||
Vanguard Equity-Income Adm | 49.84B | 4.40 | 7.50 | 9.74 | ||
Vanguard Windsor II Admiral | 46.48B | 4.96 | 6.94 | 10.27 | ||
American Funds American Mutual A | 38.01B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 3.44 | - | - | |
Microsoft Corp | - | 2.53 | - | - | |
JPMorgan Chase & Co | - | 2.02 | - | - | |
Exxon Mobil Corp | - | 1.88 | - | - | |
Meta Platforms Inc Class A | - | 1.83 | - | - |
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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