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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1215 | 1046 | 1362 | 1290 | 1859 | 2831 |
Fund Return | 21.5% | 4.63% | 36.17% | 8.87% | 13.2% | 10.97% |
Place in category | 283 | 87 | 730 | 376 | 795 | 618 |
% in Category | 18 | 7 | 51 | 27 | 65 | 69 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 109.81B | 20.93 | 9.05 | 12.95 | ||
Schwab Total Stock Market Index | 27.14B | 19.74 | 7.49 | 12.33 | ||
Schwab 1000 Index | 18.28B | 20.33 | 7.95 | 12.56 | ||
Schwab International Index | 9.73B | 6.83 | 2.70 | 5.24 | ||
Schwab Fundamental US Large Company | 9.88B | 16.07 | 9.84 | 11.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 703.38B | 19.69 | 7.49 | - | ||
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Vanguard 500 Index Admiral | 546.41B | 20.93 | 9.04 | 12.96 | ||
Vanguard Total Stock Market Admiral | 396.4B | 19.67 | 7.47 | 12.38 | ||
Vanguard 500 Index Institutional Se | 191.38B | 20.96 | 9.07 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.14 | 427.99 | +2.20% | |
NVIDIA | US67066G1040 | 6.65 | 136.92 | +0.66% | |
Alphabet A | US02079K3059 | 6.21 | 169.12 | +0.88% | |
Apple | US0378331005 | 6.08 | 234.97 | +0.90% | |
Amazon.com | US0231351067 | 4.94 | 207.86 | +3.18% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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