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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1036 | 1019 | 1063 | 975 | 1094 | 1257 |
Fund Return | 3.57% | 1.91% | 6.33% | -0.83% | 1.81% | 2.31% |
Place in category | 28 | 32 | 41 | 48 | 52 | 26 |
% in Category | 25 | 27 | 26 | 40 | 46 | 35 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 5.5B | 2.74 | -0.49 | - | ||
Schwab Target 2040 | 1.17B | 2.79 | 6.73 | 7.50 | ||
US80850L7837 | 1.02B | 2.80 | 7.94 | - | ||
Schwab Target 2030 | 958.36M | 2.80 | 5.55 | 6.58 | ||
Schwab Target 2035 | 599.31M | 2.76 | 6.19 | 7.08 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Inflation-Protected Secs A | 13.6B | 3.46 | -0.84 | 2.30 | ||
American Funds Inflation Linked R6 | 11.99B | 3.39 | -1.43 | 2.42 | ||
Vanguard Inflation-Protected Secs I | 11.06B | 3.49 | -0.83 | 2.33 | ||
Fidelity Inflation-Prot Bd Idx In | 9.52B | 3.49 | -0.84 | 2.34 | ||
PIMCO Real Return Instl | 5.29B | 3.86 | -0.30 | 2.42 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 1.875% | - | 3.93 | - | - | |
United States Treasury Notes 1.75% | - | 3.74 | - | - | |
United States Treasury Notes 1.125% | - | 3.47 | - | - | |
United States Treasury Notes 0.625% | - | 3.47 | - | - | |
United States Treasury Notes 1.375% | - | 3.47 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Neutral |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Buy |
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