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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 978 | 1017 | 1134 | 909 | 1332 | 2018 |
Fund Return | -2.21% | 1.73% | 13.38% | -3.13% | 5.9% | 7.28% |
Place in category | 436 | 349 | 320 | 511 | 406 | 220 |
% in Category | 67 | 53 | 55 | 89 | 78 | 59 |
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 Small Cap Index Adm | 51.46B | 0.49 | 0.15 | 8.46 | ||
Fidelity Small Cap Index Instl Pre | 24.7B | -2.20 | -3.09 | 7.37 | ||
Vanguard Small Cap Index I | 20.64B | 0.49 | 0.16 | 8.47 | ||
DFA US Small Cap I | 15.78B | -1.07 | 2.70 | 8.19 | ||
Vanguard Small Cap Index InstlPlus | 10.34B | 0.49 | 0.17 | 8.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Super Micro Computer Inc | - | 1.90 | - | - | |
MicroStrategy Inc Class A | - | 0.94 | - | - | |
E-Mini Russ 2000 Jun24 Xcme 20240621 | - | 0.76 | - | - | |
Comfort Systems USA Inc | - | 0.42 | - | - | |
e.l.f. Beauty Inc | - | 0.39 | - | - |
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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