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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1041 | 1047 | 1207 | 1356 | 1967 | 3145 |
Fund Return | 4.06% | 4.69% | 20.72% | 10.68% | 14.49% | 12.14% |
Place in category | 736 | 272 | 315 | 119 | 33 | 15 |
% in Category | 54 | 24 | 27 | 13 | 5 | 5 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 114.79B | 2.78 | 11.87 | 13.71 | ||
Schwab Total Stock Market Index | 28.3B | 3.07 | 11.26 | 13.11 | ||
Schwab 1000 Index | 18.58B | 3.09 | 11.56 | 13.34 | ||
Schwab International Index | 10.38B | 4.95 | 4.60 | 5.71 | ||
Schwab Small Cap Index | 6.58B | 2.63 | 5.69 | 8.50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 69.8B | 6.15 | 9.38 | 12.14 | ||
Vanguard Equity-Income Adm | 53.99B | 4.09 | 8.97 | 10.85 | ||
Vanguard Windsor II Admiral | 49.82B | 4.53 | 8.94 | 11.37 | ||
American Funds American Mutual A | 42.54B | 4.22 | 8.46 | 10.10 | ||
Vanguard Value Index Adm | 38.78B | 4.39 | 9.38 | 10.92 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.97 | 245.55 | -0.11% | |
Microsoft | US5949181045 | 2.56 | 408.21 | -1.90% | |
JPMorgan | US46625H1005 | 1.94 | 264.24 | -0.96% | |
Exxon Mobil | US30231G1022 | 1.91 | 110.69 | -1.17% | |
Meta Platforms | US30303M1027 | 1.73 | 683.55 | -1.62% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | Sell | BUY | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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