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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 990 | 1141 | 1172 | 1393 | 2110 | 3526 |
Fund Return | -1.01% | 14.06% | 17.24% | 11.68% | 16.11% | 13.43% |
Place in category | 815 | 730 | 470 | 255 | 195 | 97 |
% in Category | 58 | 52 | 40 | 24 | 23 | 14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab Total Stock Market Index | 14.36B | -0.33 | 12.29 | 13.44 | ||
Schwab 1000 Index | 11.77B | -0.83 | 12.34 | 13.36 | ||
Schwab International Index | 7.54B | -1.36 | 2.29 | 5.19 | ||
Schwab Small Cap Index | 5.98B | 5.04 | 11.21 | 11.94 | ||
Schwab Fundamental US Large Company | 5.66B | 2.62 | 8.58 | 11.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard 500 Index Admiral | 354.52B | -1.01 | 11.67 | 13.47 | ||
Fidelity 500 Index Institutional Pr | 284.62B | -1.01 | 11.69 | - | ||
Vanguard Total Stock Market Admiral | 272.08B | -0.33 | 12.41 | 13.50 | ||
Vanguard Total Stock Market Ins Pls | 227.13B | -0.33 | 12.42 | - | ||
Vanguard Total Stock Market Idx I | 179.37B | -0.33 | 12.42 | 13.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 6.62 | - | - | |
Microsoft Corp | - | 5.25 | - | - | |
Amazon.com Inc | - | 4.34 | - | - | |
Facebook Inc A | - | 2.05 | - | - | |
Tesla Inc | - | 1.67 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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