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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1027 | 987 | 1062 | 1035 | 1332 | 1419 |
Fund Return | 2.68% | -1.29% | 6.16% | 1.14% | 5.89% | 3.56% |
Place in category | 277 | 310 | 310 | 283 | 177 | 80 |
% in Category | 70 | 85 | 88 | 81 | 56 | 41 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 673.97B | 13.58 | 7.92 | - | ||
Vanguard 500 Index Admiral | 524.89B | 15.27 | 9.97 | 12.82 | ||
Vanguard Total Stock Market Admiral | 382.22B | 13.57 | 7.90 | 12.10 | ||
Vanguard Total Intl Stock Index Inv | 197.19B | 5.10 | 0.28 | 3.96 | ||
Vanguard 500 Index Institutional Se | 179.25B | 15.28 | 10.00 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.19B | 3.15 | 3.57 | 3.52 | ||
Fidelity Series International VVV | 15.29B | 8.31 | 8.33 | 4.82 | ||
DFA International Value I | 9.21B | 6.40 | 7.25 | 4.27 | ||
Oakmark International Institutional | 8.81B | -4.07 | -2.47 | - | ||
Causeway International Value Instl | 9.02B | 3.99 | 7.26 | 4.68 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 1.98 | 979.00 | +4.26% | |
Ryanair Holdings PLC ADR | - | 1.83 | - | - | |
Tencent Holdings Ltd | - | 1.77 | - | - | |
Airbus Group | NL0000235190 | 1.45 | 130.90 | +1.50% | |
Roche Holding Participation | CH0012032048 | 1.32 | 286.00 | +3.06% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Neutral | Strong Buy |
Technical Indicators | Strong Sell | Sell | Strong Buy |
Summary | Strong Sell | Neutral | Strong Buy |
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