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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1069 | 1012 | 1147 | 1173 | 1667 | 2449 |
Fund Return | 6.9% | 1.16% | 14.71% | 5.46% | 10.77% | 9.37% |
Place in category | 38 | 29 | 41 | 22 | 47 | 58 |
% in Category | 13 | 18 | 15 | 12 | 29 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 97.13B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 24.09B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.65B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.49B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.83B | 8.36 | 8.70 | 11.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Health Care Adm | 39.63B | 5.35 | 5.96 | 9.67 | ||
Fidelity Select Health Care | 10.35B | 1.67 | -0.78 | 9.92 | ||
T. Rowe Price Health Sciences | 9.05B | 4.95 | 1.24 | 11.33 | ||
Vanguard Health Care Inv | 7.19B | 5.34 | 5.91 | 9.61 | ||
Fidelity Advisor Health Care A | 6.23B | 1.45 | -1.07 | 9.14 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Eli Lilly and Co | - | 9.07 | - | - | |
Novo Nordisk B | DK0062498333 | 5.39 | 988.4 | +0.05% | |
UnitedHealth Group Inc | - | 5.31 | - | - | |
AbbVie Inc | - | 5.01 | - | - | |
Merck & Co Inc | - | 5.01 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Buy | Strong Buy | Strong Buy |
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