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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 1001 | 1030 | 1032 | 1024 | 1195 |
Fund Return | 1% | 0.09% | 3.01% | 1.07% | 0.48% | 1.79% |
Place in category | 54 | 50 | 30 | 33 | 27 | 22 |
% in Category | 78 | 73 | 44 | 60 | 56 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 105.39B | 1.44 | 12.51 | 12.93 | ||
Schwab Total Stock Market Index | 25.84B | 1.12 | 11.50 | 12.26 | ||
Schwab 1000 Index | 17.06B | 1.33 | 11.95 | 12.51 | ||
Schwab International Index | 10.48B | 8.14 | 6.73 | 5.41 | ||
Schwab Fundamental US Large Company | 9.39B | 4.09 | 11.21 | 11.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard CA Interm-Term Tax-Exempt | 15.02B | 1.38 | 1.63 | 2.29 | ||
BlackRock California Muni Opps Inst | 2.42B | 1.25 | 1.27 | 2.60 | ||
BlackRock California Muni Opps A | 2.42B | 1.21 | 1.02 | 2.35 | ||
BlackRock California Muni Opps A1 | 2.42B | 0.28 | 0.81 | 2.37 | ||
BlackRock California Muni Opps C | 2.42B | 1.09 | 0.26 | 1.58 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.5% | - | 1.49 | - | - | |
CALIFORNIA ST 5% | - | 1.35 | - | - | |
SAN FRANCISCO CALIF CITY & CNTY ARPTS COMMN INTL ARPT REV 5% | - | 1.28 | - | - | |
BEVERLY HILLS CALIF UNI SCH DIST 0.01% | - | 1.23 | - | - | |
CALIFORNIA ST 5% | - | 1.19 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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