Rate of return

Your portfolio had a cumulative rate of return of 7.27% from Jan 1, 2025 to May 15, 2025.

Chart

Line chart with 5 lines.
The chart has 1 X axis displaying Time. Data ranges from 2024-12-31 06:00:00 to 2025-05-15 05:00:00.
The chart has 1 Y axis displaying values. Data ranges from -20.79 to 8.56.
 
 
 
 
Jan 1Feb 1Mar 1Apr 1May 1
 
 
End of interactive chart.
Common indexes
Rate of Return Summary Table
  Rate of Return
Portfolio, named All Brokerage Accounts contains 18 accounts. 7.27%
Russell 2000® -5.63%
S&P 500® 1.09%
NASDAQ -0.78%
Dow Jones Industrial Average (DJIA) 0.04%

Performance history

Compare performance across different time frames.
The values presented in this table are trailing, which means they are calculated for select periods of time preceding 05/15/2025.

Value vs. net contributions

table caption

Expand / CollapseChange FactorSelected Time Frame1,2
[01/01/2025] - [05/15/2025]Year to Date2One Year1,2Five Year1,2Since Available1,2
[02/14/2019]
Beginning Value$354,304.70$354,304.70$311,836.15$5,283.14$2,500.00Net Contributions (This Period)+$17,067.22+$17,067.22+$15,186.10+$242,773.27+$246,073.65Investment Changes+$25,064.50+$25,064.50+$69,414.17+$148,380.01+$147,862.77Ending Value$396,436.42$396,436.42$396,436.42$396,436.42$396,436.42

Rate of return

table caption

Expand / CollapsePortfolio/IndexSelected Time Frame1,2
[01/01/2025] - [05/15/2025]Year to Date2One Year1,2Five Year1,2Since Available1,2
[02/14/2019]
All Brokerage Accounts+7.27%+7.27%+22.54%+20.27%+15.00%Russell 2000®-5.63%-5.63%+0.67%+12.24%+6.45%S&P 500®+1.09%+1.09%+12.97%+17.41%+14.88%NASDAQ-0.78%-0.78%+14.96%+17.11%+17.31%Dow Jones Industrial Average (DJIA)+0.04%+0.04%+7.96%+14.56%+10.69%

Rate of return for individual accounts

TWR individual account table

Expand / CollapseAccountAccount Value
[05/15/2025]
Selected Time Frame1,2
[01/01/2025] - [05/15/2025]
Year to Date2One Year1,2Five Year1,2Since Available1,2Available Date
Roth Contributory IRA

...058

$0.70+198.51%+198.51%+311.92%-?1,315.55%05/30/2023Jane Trad IRA

...849

$3,837.82+2.14%+2.14%+38.40%-?1,078.63%02/23/2023Contributory

...120

$0.75+28.95%+28.95%+75.03%-?1,503.57%02/23/2023Individual

...506

$0.76-1.52%-1.52%+174.83%-?4,223.99%07/24/2020Roth Contributory IRA

...546

$0.76+36.49%+36.49%+98.80%-?2,096.46%03/03/2023Individual

...470

$34.71+1681.63%+1681.63%+8631.23%+3070.12%1,496.67%02/14/2019Roth Contributory IRA

...155

$9.32+51.56%+51.56%+66.66%-?19.28%06/09/2021Mike Trad IRA

...137

$2,361.65+2.63%+2.63%+45.97%-?908.07%02/23/2023Jane SEP ProH MedKey

...626

$94,730.22+7.91%+7.91%+23.84%-?28.85%09/05/2023Mike Rollover IRA

...528

$7,971.10+13.99%+13.99%+30.20%+22.05%18.82%03/09/2020Mike Roth IRA

...255

$977.92+37.93%+37.93%+86.32%-?1,113.28%02/23/2023Post Tax Mega 401k

...665

$217.34+1910.86%+1910.86%+2451.83%-?4,382.34%08/03/2020Pre Tax Solo 401(k)

...141

$95,840.70+4.02%+4.02%+4.62%-?10.60%08/04/2020Roth Solo 401(k)

...495

$96,679.40+18.45%+18.45%+35.87%-?18.96%08/20/2020Jane TDA Roth IRA

...805

$93,023.97-1.63%-1.63%+17.31%-?18.70%05/13/202414 Jane Lively HSA

...221

$739.47+2.19%+2.19%+162.19%-?1,207.29%01/16/2024Individual

...126

$1.37+116.10%+116.10%+593.65%-?10,586.91%01/02/2024Roth Contributory IRA

...020

$8.46+28.32%+28.32%+209.58%-?2,824.25%01/02/2024

¹ Time frames over 1 year display annualized returns.

² The values presented in this table are trailing. This means they calculated for select periods of time preceding 05/15/2025

? Data for this item is currently unavailable due to a gap in performance data or an error in the calculation(s). Adjusting the selected time frame may provide more data.

? Account or portfolio was not open or active during the entirety of the time period.

Past performance is no guarantee of future results. The value of investments and the income derived from them can go down as well as up.?Future returns are not?guaranteed, and a loss of principal may occur. Indexes are unmanaged, do not incur management fees, costs and expenses (or "transaction fees or other related expenses"), and cannot be invested in directly. Indexes are provided for comparison purposes only. Their appropriateness will depend on the nature of the assets held in your account and your risk tolerance. For additional information, please see schwab.com/indexdefinitions. Performance calculations are based on the previous day's closing price. The information contained herein is not intended to be used as the sole basis of investment decisions and is?not a recommendation to buy or sell any security. Performance data is based on account values, which are based on security valuations, and some securities, especially thinly traded equities in the OTC market or foreign markets may be valued based on stale prices. To see if this applies to any of your positions, check Summary, Positions, or your latest statement.
 
(0525-5HT0)