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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1116 | 1003 | 1116 | 1039 | 1434 | 2133 |
Fund Return | 11.58% | 0.32% | 11.58% | 1.3% | 7.47% | 7.87% |
Place in category | 247 | 233 | 247 | 400 | 385 | 213 |
% in Category | 40 | 39 | 40 | 74 | 74 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 109.95B | 24.96 | 8.91 | 13.05 | ||
Schwab Total Stock Market Index | 27.32B | 23.85 | 7.90 | 12.44 | ||
Schwab 1000 Index | 18B | 24.46 | 8.25 | 12.68 | ||
Schwab International Index | 9.76B | 3.54 | 1.60 | 5.29 | ||
Schwab Fundamental US Large Company | 9.47B | 16.78 | 8.72 | 11.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Small Cap Index Adm | 61.56B | 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 | 24.71B | 14.23 | 3.63 | 9.10 | ||
DFA US Small Cap I | 16.43B | 11.49 | 4.29 | 8.78 | ||
Vanguard Small Cap Index InstlPlus | 13.1B | 14.25 | 3.63 | 9.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
FTAI Aviation | KYG3730V1059 | 0.59 | 174.02 | +3.10% | |
Sprouts Farmers | US85208M1027 | 0.53 | 137.98 | -1.58% | |
E-Mini Russ 2000 Dec24 Xcme 20241220 | - | 0.40 | - | - | |
Insmed | US4576693075 | 0.40 | 65.25 | -0.72% | |
Vaxcyte | US92243G1085 | 0.39 | 81.08 | +0.02% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Sell | Strong Buy |
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