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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 989 | 989 | 1029 | 964 | 1038 | 1190 |
Fund Return | -1.05% | -1.05% | 2.92% | -1.21% | 0.75% | 1.75% |
Place in category | 178 | 173 | 163 | 146 | 141 | 98 |
% in Category | 59 | 58 | 55 | 58 | 61 | 53 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 95.11B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 23.64B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.33B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.71B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.61B | 8.36 | 8.70 | 11.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Interm-Term Tx-Ex Adm | 69.16B | -1.31 | -0.73 | 2.17 | ||
Bridge Builder Municipal Bond | 14.4B | -0.84 | -0.66 | - | ||
American Funds Tax-Exempt Bond A | 11.67B | -1.01 | -1.22 | 2.20 | ||
Nuveen Intermediate Duration Muni | 6.54B | -0.32 | -0.77 | 2.28 | ||
American Funds Tax-Exempt Bond F2 | 5.56B | -0.93 | -1.04 | 2.36 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
MICHIGAN ST TRUNK LINE 4% | - | 1.30 | - | - | |
NEW YORK N Y 4% | - | 1.27 | - | - | |
ILLINOIS ST 5% | - | 1.04 | - | - | |
CALIFORNIA ST 5.25% | - | 0.99 | - | - | |
SAN DIEGO CNTY CALIF REGL ARPT AUTH ARPT REV 5% | - | 0.94 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Strong Buy | Strong Sell | BUY |
Summary | Buy | Strong Sell | Neutral |
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