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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1168 | 993 | 1168 | 1285 | 1846 | 2914 |
Fund Return | 16.78% | -0.66% | 16.78% | 8.72% | 13.04% | 11.29% |
Place in category | 267 | 318 | 267 | 111 | 31 | 17 |
% in Category | 26 | 28 | 26 | 12 | 4 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 110.55B | 24.96 | 8.91 | 13.05 | ||
Schwab Total Stock Market Index | 27.51B | 23.85 | 7.90 | 12.44 | ||
Schwab 1000 Index | 18.09B | 24.46 | 8.25 | 12.68 | ||
Schwab International Index | 9.77B | 3.54 | 1.60 | 5.29 | ||
Schwab Small Cap Index | 6.6B | 11.58 | 1.30 | 7.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.87B | 14.51 | 7.67 | 10.85 | ||
Vanguard Equity-Income Adm | 52.23B | 15.16 | 7.46 | 10.07 | ||
Vanguard Windsor II Admiral | 48.17B | 14.29 | 6.32 | 10.43 | ||
American Funds American Mutual A | 41.17B | 14.95 | 6.30 | 9.36 | ||
Vanguard Value Index Adm | 37.22B | 15.99 | 7.45 | 9.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.40 | 229.98 | +0.75% | |
Microsoft | US5949181045 | 2.35 | 429.03 | +1.05% | |
JPMorgan | US46625H1005 | 2.04 | 259.16 | +1.92% | |
Exxon Mobil | US30231G1022 | 1.90 | 112.32 | +0.90% | |
Berkshire Hathaway B | US0846707026 | 1.90 | 467.95 | +1.11% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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