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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1053 | 1053 | 1175 | 1223 | 1505 | 1648 |
Fund Return | 5.33% | 5.33% | 17.48% | 6.94% | 8.52% | 5.12% |
Place in category | 133 | 133 | 76 | 81 | 46 | 17 |
% in Category | 31 | 31 | 23 | 23 | 15 | 7 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 90.06B | 10.55 | 11.46 | 12.90 | ||
Schwab Total Stock Market Index | 22.7B | 10.04 | 9.62 | 12.21 | ||
Schwab 1000 Index | 15.69B | 10.42 | 10.32 | 12.47 | ||
Schwab International Index | 9.42B | 5.81 | 4.88 | 4.83 | ||
Schwab Fundamental US Large Company | 8.39B | 9.35 | 11.46 | 11.62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 40.59B | 3.13 | 5.14 | 4.02 | ||
Fidelity Series International VVV | 15.61B | 7.88 | 9.25 | 5.12 | ||
Vanguard International Value Inv | 13.94B | 4.01 | 2.91 | 4.20 | ||
DFA International Value I | 9.13B | 6.95 | 8.91 | 4.74 | ||
Oakmark International Institutional | 8.86B | 0.15 | 0.34 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.30 | 33.48 | -0.81% | |
Samsung Electronics Co | KR7005930003 | 2.10 | 77,600 | -0.51% | |
Toyota Motor | JP3633400001 | 1.87 | 3,581.0 | -0.67% | |
TotalEnergies SE | FR0000120271 | 1.30 | 66.36 | -0.73% | |
BP | GB0007980591 | 1.03 | 510.40 | -1.05% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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