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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1019 | 1034 | 1145 | 1153 | 1438 | 2059 |
Fund Return | 1.91% | 3.41% | 14.46% | 4.86% | 7.53% | 7.49% |
Place in category | 620 | 262 | 258 | 320 | 266 | 164 |
% in Category | 81 | 36 | 35 | 48 | 43 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 112.82B | 24.96 | 8.91 | 13.05 | ||
Schwab Total Stock Market Index | 28.04B | 23.85 | 7.90 | 12.44 | ||
Schwab 1000 Index | 18.39B | 24.46 | 8.25 | 12.68 | ||
Schwab International Index | 10.02B | 3.54 | 1.60 | 5.29 | ||
Schwab Fundamental US Large Company | 9.79B | 16.78 | 8.72 | 11.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 113.36B | 2.88 | 7.03 | 8.59 | ||
Vanguard Wellington Admiral | 98.78B | 2.27 | 6.17 | 8.84 | ||
American Funds American Balanced R6 | 56.86B | 2.94 | 7.37 | 8.93 | ||
Vanguard Balanced Index Adm | 46.17B | 2.10 | 6.18 | 8.47 | ||
Fidelity Advisor Balanced C | 42.26B | 14.80 | 3.78 | 8.40 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Aggregate Bond Index | - | 37.03 | - | - | |
Schwab Core Equity | - | 26.96 | - | - | |
Schwab Select Large Cap Growth | - | 15.66 | - | - | |
Schwab International Opportunities | - | 9.16 | - | - | |
Schwab Small-Cap Equity | - | 8.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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