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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1077 | 1051 | 1187 | 1099 | 1487 | 1582 |
Fund Return | 7.71% | 5.15% | 18.69% | 3.21% | 8.26% | 4.69% |
Place in category | 300 | 386 | 231 | 116 | 209 | 146 |
% in Category | 36 | 46 | 33 | 20 | 33 | 39 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 96.37B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 23.91B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.52B | 10.70 | 8.37 | 12.20 | ||
Schwab Fundamental US Large Company | 8.59B | 8.36 | 8.70 | 11.20 | ||
Schwab Small Cap Index | 5.75B | 2.71 | -1.59 | 7.72 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 197.89B | 6.01 | 0.42 | 4.22 | ||
Vanguard Total Intl Stock Index Adm | 75.61B | 6.04 | 0.47 | 4.29 | ||
Fidelity International Index Inst | 51.18B | 7.74 | 3.30 | 4.80 | ||
Fidelity Series Global ex US Index | 45.9B | 6.35 | 0.53 | 4.10 | ||
Vanguard Total Intl Stock Index I | 41.01B | 6.06 | 0.50 | 4.32 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 2.53 | 980.5 | -1.06% | |
ASML Holding | NL0010273215 | 2.12 | 969.40 | +1.72% | |
Nestle | CH0038863350 | 1.62 | 95.10 | -0.19% | |
Toyota Motor | JP3633400001 | 1.46 | 3,050.0 | +0.46% | |
AstraZeneca | GB0009895292 | 1.42 | 12,428.0 | -0.66% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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