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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1146 | 985 | 1146 | 1137 | 1536 | - |
Fund Return | 14.6% | -1.52% | 14.6% | 4.38% | 8.97% | - |
Place in category | 81 | 79 | 81 | 32 | 53 | - |
% in Category | 43 | 44 | 43 | 18 | 40 | - |
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 | ||
Schwab Target 2030 | 996.74M | 10.55 | 2.18 | 6.60 | ||
Schwab Target 2035 | 622.11M | 11.75 | 2.62 | 7.12 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2050 Tr1 | 97.85B | 14.67 | 4.41 | 8.79 | ||
The Vanguard Target Retire 2050 Tr2 | 97.85B | 14.66 | 4.40 | 8.78 | ||
Vanguard Target Retire Trust Plus50 | 97.85B | 14.68 | 4.42 | 8.80 | ||
Vanguard Target Retirement 2050 Inv | 76.73B | 14.64 | 4.37 | 8.72 | ||
American Funds 2050 Trgt Date RetR6 | 26.09B | 15.43 | 4.20 | 9.59 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab US Large-Cap | US8085242019 | 49.87 | 23.98 | +0.84% | |
Schwab International Equity | US8085248057 | 22.77 | 19.33 | -0.15% | |
Schwab US Aggregate Bond | US8085248396 | 8.54 | 22.86 | 0.00% | |
Schwab U.S. REIT | US8085248479 | 6.41 | 21.30 | -1.39% | |
Schwab US Small-Cap | US8085246077 | 5.91 | 26.73 | +0.30% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Sell | Strong Buy |
Summary | Buy | Neutral | Strong Buy |
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