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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1004 | 1004 | 1058 | 1143 | 1612 | 1856 |
Fund Return | 0.37% | 0.37% | 5.76% | 4.57% | 10.02% | 6.38% |
Place in category | 161 | 161 | 63 | 36 | 42 | 46 |
% in Category | 78 | 78 | 38 | 23 | 32 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.28B | 2.72 | 0.45 | - | ||
Schwab Treasury Infl Protected Sec | 2.5B | 4.22 | 0.03 | 2.42 | ||
Schwab Target 2040 | 1.11B | -0.39 | 5.27 | 7.22 | ||
US80850L7837 | 998.28M | -0.65 | 6.05 | - | ||
Schwab Target 2035 | 568.35M | -0.06 | 4.96 | 6.84 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2030 Tr1 | 108.65B | 0.25 | 4.58 | 6.79 | ||
The Vanguard Target Retire 2030 Tr2 | 108.65B | 0.25 | 4.57 | 6.77 | ||
Vanguard Target Retire Trust Plus30 | 108.65B | 0.25 | 4.59 | 6.80 | ||
Vanguard Target Retirement 2030 Inv | 98.26B | 0.21 | 4.51 | 6.70 | ||
American Funds 2030 Trgt Date RetR6 | 32.97B | 0.98 | 5.06 | 7.50 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 17.30 | - | - | |
Schwab US Aggregate Bond Index | - | 15.62 | - | - | |
Schwab International Opportunities | - | 8.60 | - | - | |
Baird Aggregate Bond Inst | - | 7.22 | - | - | |
Schwab® International Core Equity | - | 6.31 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Strong Sell |
Summary | Sell | Strong Sell | Strong Sell |
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