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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1028 | 1044 | 1115 | 1167 | 1428 | 1575 |
Fund Return | 2.76% | 4.35% | 11.52% | 5.29% | 7.39% | 4.65% |
Place in category | 186 | 173 | 125 | 93 | 59 | 23 |
% in Category | 47 | 39 | 39 | 28 | 20 | 11 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.38B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.46B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.21B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.7B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.68B | 4.33 | 8.35 | 10.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.53B | 1.75 | 4.02 | 3.76 | ||
Fidelity Series International VVV | 15.07B | 5.40 | 7.74 | 4.72 | ||
Vanguard International Value Inv | 13.43B | 1.51 | 1.28 | 3.85 | ||
DFA International Value I | 9.42B | 5.20 | 7.76 | 4.39 | ||
Oakmark International Institutional | 8.65B | -2.73 | -1.50 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.30 | 32.90 | -0.66% | |
Samsung Electronics Co | KR7005930003 | 2.10 | 77,400 | -1.02% | |
Toyota Motor | JP3633400001 | 1.87 | 3,436.0 | +2.51% | |
TotalEnergies SE | FR0000120271 | 1.30 | 66.95 | +0.74% | |
BP | GB0007980591 | 1.03 | 491.30 | +0.41% |
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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