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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1105 | 983 | 1105 | 1067 | 1362 | 1894 |
Fund Return | 10.55% | -1.66% | 10.55% | 2.18% | 6.38% | 6.6% |
Place in category | 32 | 34 | 32 | 48 | 42 | 43 |
% in Category | 19 | 19 | 19 | 29 | 32 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.29B | 1.37 | -2.42 | - | ||
Schwab Treasury Infl Protected Sec | 2.47B | 1.95 | -2.35 | 2.15 | ||
Schwab Target 2040 | 1.22B | 12.78 | 2.98 | 7.56 | ||
US80850L7837 | 1.05B | 14.60 | 4.38 | - | ||
Schwab Target 2035 | 622.11M | 11.75 | 2.62 | 7.12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2030 Tr1 | 105.27B | 10.65 | 2.49 | 7.01 | ||
The Vanguard Target Retire 2030 Tr2 | 105.27B | 10.63 | 2.48 | 6.99 | ||
Vanguard Target Retire Trust Plus30 | 105.27B | 10.67 | 2.50 | 7.02 | ||
Vanguard Target Retirement 2030 Inv | 96.77B | 10.64 | 2.44 | 6.92 | ||
American Funds 2030 Trgt Date RetR6 | 35.4B | 10.86 | 2.77 | 7.63 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 18.03 | - | - | |
Schwab US Aggregate Bond Index | - | 14.88 | - | - | |
Schwab International Opportunities | - | 8.27 | - | - | |
Baird Aggregate Bond Inst | - | 8.02 | - | - | |
Schwab® International Core Equity | - | 6.21 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | BUY | Strong Sell | BUY |
Summary | Neutral | Strong Sell | Buy |
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