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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1001 | 1108 | 1176 | 1476 | 1892 |
Fund Return | 2.8% | 0.12% | 10.85% | 5.55% | 8.1% | 6.58% |
Place in category | 94 | 101 | 41 | 28 | 43 | 41 |
% in Category | 50 | 55 | 27 | 18 | 34 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.5B | 2.74 | -0.49 | - | ||
Schwab Treasury Infl Protected Sec | 2.56B | 3.57 | -0.83 | 2.31 | ||
Schwab Target 2040 | 1.17B | 2.79 | 6.73 | 7.50 | ||
US80850L7837 | 1.02B | 2.80 | 7.94 | - | ||
Schwab Target 2035 | 599.31M | 2.76 | 6.19 | 7.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2030 Tr1 | 108.65B | 2.50 | 5.44 | 6.95 | ||
The Vanguard Target Retire 2030 Tr2 | 108.65B | 2.51 | 5.43 | 6.93 | ||
Vanguard Target Retire Trust Plus30 | 108.65B | 2.49 | 5.45 | 6.95 | ||
Vanguard Target Retirement 2030 Inv | 98.26B | 2.48 | 5.37 | 6.86 | ||
American Funds 2030 Trgt Date RetR6 | 34.2B | 3.18 | 5.92 | 7.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 17.55 | - | - | |
Schwab US Aggregate Bond Index | - | 15.14 | - | - | |
Schwab International Opportunities | - | 8.37 | - | - | |
Baird Aggregate Bond Inst | - | 7.35 | - | - | |
Schwab® International Core Equity | - | 6.08 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Strong Sell | Strong Sell | Neutral |
Summary | Strong Sell | Strong Sell | Neutral |
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