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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1049 | 1016 | 1077 | 1083 | 1413 | 1655 |
Fund Return | 4.87% | 1.65% | 7.71% | 2.68% | 7.16% | 5.16% |
Place in category | 24 | 33 | 30 | 38 | 39 | 15 |
% in Category | 42 | 59 | 64 | 76 | 82 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 105.34B | 1.44 | 12.51 | 12.93 | ||
Schwab Total Stock Market Index | 25.85B | 1.12 | 11.50 | 12.26 | ||
Schwab 1000 Index | 17.07B | 1.33 | 11.95 | 12.51 | ||
Schwab International Index | 10.76B | 8.14 | 6.73 | 5.41 | ||
Schwab Fundamental US Large Company | 9.37B | 4.09 | 11.21 | 11.57 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Cap Value I | 12.26B | 6.61 | 7.58 | 5.94 | ||
DFA International Vector Equity I | 3.68B | 6.07 | 5.78 | 5.84 | ||
Free Market International Equity In | 3.43B | 6.15 | 6.01 | 5.11 | ||
Kopernik Global All-Cap I | 2.08B | 4.92 | 4.30 | 8.66 | ||
DFA World ex US Targeted Val Instl | 733.88M | 3.56 | 5.09 | 5.47 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Celestica Inc Common Stock | - | 0.40 | - | - | |
Msci Eafe Mar25 Ifus 20250321 | - | 0.36 | - | - | |
Rolls-Royce Holdings | GB00B63H8491 | 0.20 | 796.60 | -1.99% | |
HD Korea Shipbuilding & Offshore Engineering | KR7009540006 | 0.20 | 209,500 | 0.00% | |
Shopify Inc | CA82509L1076 | 0.19 | 101.85 | +0.31% |
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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