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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1072 | 1038 | 1085 | 1224 | 1640 | 1753 |
Fund Return | 7.24% | 3.83% | 8.53% | 6.97% | 10.4% | 5.78% |
Place in category | 289 | 303 | 294 | 176 | 91 | 45 |
% in Category | 66 | 75 | 79 | 49 | 28 | 20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 105.84B | 1.44 | 12.51 | 12.93 | ||
Schwab Total Stock Market Index | 25.89B | 1.12 | 11.50 | 12.26 | ||
Schwab 1000 Index | 17.09B | 1.33 | 11.95 | 12.51 | ||
Schwab International Index | 10.42B | 8.14 | 6.73 | 5.41 | ||
Schwab Fundamental US Large Company | 9.45B | 4.09 | 11.21 | 11.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 40.34B | 9.46 | 7.83 | 4.82 | ||
Fidelity Series International VVV | 15.42B | 10.65 | 10.77 | 6.14 | ||
Causeway International Value Instl | 12.73B | 11.37 | 12.02 | 6.12 | ||
Vanguard International Value Inv | 12.28B | 6.12 | 4.57 | 4.68 | ||
DFA International Value I | 9.72B | 9.23 | 9.37 | 5.88 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.30 | 31.88 | -4.58% | |
Samsung Electronics Co | KR7005930003 | 1.51 | 57,600 | -2.04% | |
TotalEnergies SE | FR0000120271 | 1.27 | 56.60 | -4.73% | |
Toyota Motor | JP3633400001 | 1.26 | 2,518.5 | -5.18% | |
Roche Holding Participation | CH0012032048 | 0.99 | 278.50 | -2.89% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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