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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1084 | 1038 | 1256 | 1284 | 2044 | 2891 |
Fund Return | 8.36% | 3.79% | 25.63% | 8.7% | 15.37% | 11.2% |
Place in category | 513 | 615 | 292 | 115 | 38 | 19 |
% in Category | 40 | 49 | 27 | 12 | 4 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 94.83B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 23.57B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.27B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.7B | 7.71 | 3.21 | 4.69 | ||
Schwab Small Cap Index | 5.81B | 2.71 | -1.59 | 7.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox Stock | 65.9B | 8.37 | 7.19 | 10.90 | ||
Vanguard Equity-Income Adm | 51.25B | 7.78 | 7.63 | 9.93 | ||
Vanguard Windsor II Admiral | 48.23B | 8.55 | 7.46 | 10.43 | ||
American Funds American Mutual A | 39.03B | 6.37 | 6.93 | 9.30 | ||
Vanguard Value Index Adm | 35.76B | 8.49 | 7.49 | 10.06 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 3.58 | 193.12 | -1.91% | |
Microsoft | US5949181045 | 2.45 | 427.87 | +0.95% | |
JPMorgan | US46625H1005 | 2.03 | 199.61 | -0.17% | |
Exxon Mobil | US30231G1022 | 2.00 | 113.08 | +0.29% | |
Meta Platforms | US30303M1027 | 1.70 | 502.60 | +1.96% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Strong Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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