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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1090 | 1002 | 1090 | 1117 | 1586 | 2294 |
Fund Return | 9% | 0.16% | 9% | 3.74% | 9.66% | 8.66% |
Place in category | 440 | 269 | 440 | 165 | 168 | 109 |
% in Category | 73 | 45 | 73 | 30 | 33 | 28 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 112.84B | 24.96 | 8.91 | 13.05 | ||
Schwab Total Stock Market Index | 28.07B | 23.85 | 7.90 | 12.44 | ||
Schwab 1000 Index | 18.4B | 24.46 | 8.25 | 12.68 | ||
Schwab International Index | 10.03B | 3.54 | 1.60 | 5.29 | ||
Schwab Fundamental US Large Company | 9.41B | 16.78 | 8.72 | 11.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 56.8B | 14.23 | 3.61 | 9.09 | ||
Fidelity Small Cap Index Instl Pre | 27.09B | 11.69 | 1.41 | 7.96 | ||
Vanguard Small Cap Index I | 22.52B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 17B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 12.32B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United Airlines Holdings | US9100471096 | 0.42 | 109.40 | +1.05% | |
E-Mini Russ 2000 Mar25 Xcme 20250321 | - | 0.40 | - | - | |
Geo | US36162J1060 | 0.39 | 31.460 | +0.38% | |
GameStop Corp | US36467W1099 | 0.37 | 27.99 | +1.74% | |
Royal Caribbean Cruises | LR0008862868 | 0.36 | 274.79 | +2.12% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | Strong Buy |
Summary | Strong Buy | Neutral | Strong Buy |
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