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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1179 | 1032 | 1244 | 1183 | 1600 | 2255 |
Fund Return | 17.87% | 3.21% | 24.4% | 5.76% | 9.86% | 8.47% |
Place in category | 112 | 141 | 104 | 140 | 111 | 61 |
% in Category | 63 | 78 | 58 | 80 | 72 | 68 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.32B | 1.37 | -2.42 | - | ||
Schwab Treasury Infl Protected Sec | 2.5B | 1.95 | -2.35 | 2.15 | ||
Schwab Target 2040 | 1.21B | 12.78 | 2.98 | 7.56 | ||
US80850L7837 | 1.05B | 14.60 | 4.38 | - | ||
Schwab Target 2030 | 991.98M | 10.55 | 2.18 | 6.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2055 Tr1 | 72.23B | 14.65 | 4.41 | 8.78 | ||
The Vanguard Target Retire 2055 Tr2 | 72.23B | 14.64 | 4.40 | 8.77 | ||
Vanguard Target Retire Trust Plus55 | 72.23B | 14.67 | 4.42 | 8.79 | ||
Vanguard Target Retirement 2055 Inv | 52.02B | 14.64 | 4.37 | 8.70 | ||
American Funds 2055 Trgt Date RetR6 | 18.54B | 15.58 | 4.15 | 9.57 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 20.06 | - | - | |
Schwab International Opportunities | - | 13.15 | - | - | |
Schwab® International Core Equity | - | 9.76 | - | - | |
Schwab Select Large Cap Growth | - | 9.72 | - | - | |
Schwab Global Real Estate | - | 6.24 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Neutral | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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