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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1038 | 1256 | 1284 | 2044 | 2891 |
Fund Return | 8.36% | 3.79% | 25.63% | 8.7% | 15.37% | 11.2% |
Place in category | 513 | 615 | 292 | 115 | 38 | 19 |
% in Category | 40 | 49 | 27 | 12 | 4 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.71B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.36B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.11B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.71B | 2.39 | 2.74 | 4.32 | ||
Schwab Small Cap Index | 5.82B | -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 | 39.09B | 3.26 | 6.53 | 9.20 | ||
Vanguard Value Index Adm | 34.84B | 5.39 | 7.46 | 9.90 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.58 | 194.48 | -0.71% | |
Microsoft | US5949181045 | 2.45 | 424.52 | +0.12% | |
JPMorgan | US46625H1005 | 2.03 | 196.91 | -0.18% | |
Exxon Mobil | US30231G1022 | 2.00 | 113.97 | +0.75% | |
Meta Platforms | US30303M1027 | 1.70 | 493.76 | -0.26% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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