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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1123 | 938 | 1123 | 1090 | 1205 | 1738 |
Fund Return | 12.3% | -6.22% | 12.3% | 2.91% | 3.79% | 5.68% |
Place in category | 80 | 247 | 80 | 42 | 155 | 39 |
% in Category | 10 | 30 | 10 | 9 | 27 | 9 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 113.34B | 24.96 | 8.91 | 13.05 | ||
Schwab Total Stock Market Index | 28.19B | 23.85 | 7.90 | 12.44 | ||
Schwab 1000 Index | 18.48B | 24.46 | 8.25 | 12.68 | ||
Schwab International Index | 10.1B | 3.54 | 1.60 | 5.29 | ||
Schwab Fundamental US Large Company | 9.82B | 16.78 | 8.72 | 11.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Emerging Markets Core Equity I | 26.84B | 7.32 | 1.18 | 4.84 | ||
Fidelity Series Emerging Markets | 21.52B | 7.84 | -2.15 | 5.01 | ||
US00771X4198 | 20.29B | 6.20 | 2.67 | - | ||
American Funds New World R6 | 20.51B | 6.88 | -0.94 | 6.57 | ||
American Funds New World F2 | 17.86B | 6.79 | -1.05 | 6.46 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 4.95 | 1,135.00 | +1.34% | |
China Construction Bank | CNE1000002H1 | 3.75 | 6.330 | -1.40% | |
Hon Hai Precision | TW0002317005 | 3.09 | 180.00 | +0.84% | |
Tencent Holdings | KYG875721634 | 2.95 | 401.20 | +1.42% | |
Alibaba | KYG017191142 | 2.76 | 88.30 | +1.20% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Neutral | Buy |
Technical Indicators | BUY | Strong Sell | Sell |
Summary | Neutral | Sell | Neutral |
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