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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1013 | 914 | 1013 | 990 | 1168 | 1683 |
Fund Return | 1.27% | -8.56% | 1.27% | -0.34% | 3.15% | 5.34% |
Place in category | 40 | 49 | 40 | 40 | 38 | 15 |
% in Category | 82 | 92 | 82 | 80 | 78 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 112.23B | 24.96 | 8.91 | 13.05 | ||
Schwab Total Stock Market Index | 27.93B | 23.85 | 7.90 | 12.44 | ||
Schwab 1000 Index | 18.31B | 24.46 | 8.25 | 12.68 | ||
Schwab International Index | 10.11B | 3.54 | 1.60 | 5.29 | ||
Schwab Fundamental US Large Company | 9.85B | 16.78 | 8.72 | 11.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Cap Value I | 11.22B | 7.89 | 4.60 | 5.96 | ||
DFA International Vector Equity I | 3.41B | 4.55 | 2.29 | 5.83 | ||
Free Market International Equity In | 3.19B | 5.90 | 3.25 | 5.08 | ||
Kopernik Global All-Cap I | 1.83B | -0.30 | 0.95 | 8.91 | ||
DFA World ex US Targeted Val Instl | 686.77M | 5.31 | 2.92 | 5.67 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Celestica Inc Common Stock | - | 0.30 | - | - | |
Msci Eafe Mar25 Ifus 20250321 | - | 0.29 | - | - | |
HD Korea Shipbuilding & Offshore Engineering | KR7009540006 | 0.20 | 228,500 | +1.11% | |
Rolls-Royce Holdings | GB00B63H8491 | 0.20 | 584.20 | +0.24% | |
CI Financial Corp | CA1254911003 | 0.18 | 31.31 | +0.22% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Strong Sell | Sell |
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