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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 997 | 997 | 1060 | 1174 | 1833 | 2066 |
Fund Return | -0.28% | -0.28% | 5.99% | 5.48% | 12.88% | 7.53% |
Place in category | 74 | 74 | 101 | 104 | 58 | 67 |
% in Category | 29 | 29 | 30 | 30 | 27 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.46B | 1.44 | 12.51 | 12.93 | ||
Schwab Total Stock Market Index | 22.91B | 1.12 | 11.50 | 12.26 | ||
Schwab 1000 Index | 15.08B | 1.33 | 11.95 | 12.51 | ||
Schwab International Index | 9.34B | 8.14 | 6.73 | 5.41 | ||
Schwab Fundamental US Large Company | 8.33B | 4.09 | 11.21 | 11.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Income Fund of Amer | 71.79B | 5.45 | 6.51 | 7.01 | ||
American Funds Income Fund of A R6 | 20.69B | 5.49 | 6.83 | 7.32 | ||
Vanguard LifeStrategy Growth Inv | 21.62B | 2.58 | 6.87 | 7.88 | ||
American Funds Income Fund of Ame | 13.4B | 5.50 | 6.72 | 7.21 | ||
American Funds Growth and Inc A | 11.25B | 2.78 | 8.10 | 8.48 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 24.16 | - | - | |
Schwab US Aggregate Bond Index | - | 15.97 | - | - | |
Schwab International Index | - | 12.10 | - | - | |
Schwab Fundamental US Large Company Idx | - | 12.05 | - | - | |
Schwab ® US Large-Cap Growth Idx | - | 7.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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