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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1029 | 994 | 1136 | 1275 | 1817 | 2359 |
Fund Return | 2.92% | -0.64% | 13.64% | 8.44% | 12.69% | 8.96% |
Place in category | 43 | 15 | 45 | 39 | 21 | 27 |
% in Category | 34 | 11 | 24 | 12 | 9 | 12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 104.55B | 1.44 | 12.51 | 12.93 | ||
Schwab Total Stock Market Index | 25.67B | 1.12 | 11.50 | 12.26 | ||
Schwab 1000 Index | 16.94B | 1.33 | 11.95 | 12.51 | ||
Schwab International Index | 10.45B | 8.14 | 6.73 | 5.41 | ||
Schwab Fundamental US Large Company | 9.26B | 4.09 | 11.21 | 11.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Portfolio A | 11.72B | 1.10 | 9.27 | 10.22 | ||
JHVIT Strategic Equity Allocation T | 6.69B | 3.10 | 9.28 | 9.47 | ||
JPMorgan Investor Growth A | 4.5B | 2.49 | 7.91 | 9.08 | ||
Franklin Mutual Shares Z | 3.91B | 5.21 | 7.84 | 6.37 | ||
American Funds Growth Portfolio 52A | 2.76B | 1.14 | 9.24 | 10.17 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 27.32 | - | - | |
Schwab International Index | - | 16.09 | - | - | |
Schwab Fundamental US Large Company Idx | - | 13.52 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 8.97 | - | - | |
Schwab Small Cap Index | - | 8.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | BUY |
Summary | Strong Sell | Strong Sell | Buy |
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