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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1065 | 991 | 1041 | 1103 | 1459 | 2109 |
Fund Return | 6.54% | -0.92% | 4.07% | 3.32% | 7.85% | 7.75% |
Place in category | 56 | 111 | 126 | 101 | 60 | 50 |
% in Category | 35 | 60 | 69 | 51 | 33 | 45 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 112.92B | 2.78 | 11.87 | 13.71 | ||
Schwab Total Stock Market Index | 28.1B | 3.07 | 11.26 | 13.11 | ||
Schwab 1000 Index | 18.41B | 3.09 | 11.56 | 13.34 | ||
Schwab International Index | 10.05B | 4.95 | 4.60 | 5.71 | ||
Schwab Fundamental US Large Company | 9.81B | 4.06 | 10.68 | 12.14 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Health Care Adm | 34.29B | 5.36 | 5.36 | 7.65 | ||
Fidelity Select Health Care | 10.35B | 5.87 | 5.20 | 8.62 | ||
T. Rowe Price Health Sciences | 8.04B | 6.20 | 3.76 | 8.88 | ||
Fidelity Advisor Health Care A | 6.23B | 5.93 | 4.70 | 7.80 | ||
Fidelity Advisor Health Care C | 6.23B | 5.87 | 3.92 | 6.99 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly | US5324571083 | 10.10 | 870.37 | +3.35% | |
UnitedHealth | US91324P1021 | 5.65 | 530.04 | -1.81% | |
AbbVie | US00287Y1091 | 5.12 | 192.97 | +0.64% | |
Merck&Co | US58933Y1055 | 4.22 | 88.05 | -1.81% | |
Novo Nordisk B | DK0062498333 | 4.16 | 635.0 | +2.50% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Sell | Strong Sell |
Technical Indicators | Strong Buy | Strong Sell | Strong Sell |
Summary | Strong Buy | Strong Sell | Strong Sell |
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