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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 929 | 970 | 978 | 844 | 919 | 1281 |
Fund Return | -7.11% | -3.02% | -2.16% | -5.51% | -1.68% | 2.51% |
Place in category | 125 | 124 | 147 | 121 | 136 | 67 |
% in Category | 65 | 64 | 79 | 65 | 72 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 109.76B | 20.93 | 9.05 | 12.95 | ||
Schwab Total Stock Market Index | 27.1B | 19.74 | 7.49 | 12.33 | ||
Schwab 1000 Index | 18.29B | 20.33 | 7.95 | 12.56 | ||
Schwab International Index | 9.89B | 6.83 | 2.70 | 5.24 | ||
Schwab Fundamental US Large Company | 9.83B | 16.07 | 9.84 | 11.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities P | 7.63B | 7.59 | -1.70 | 4.73 | ||
DFA International Real Estate Sec I | 3.36B | 0.27 | -5.44 | 1.10 | ||
US09630D4079 | 3.12B | -5.18 | -1.19 | 5.14 | ||
BlackRock Developed Real Est Idx K | 1.76B | 6.84 | -2.55 | - | ||
Cohen & Steers Global Realty I | 1.64B | 7.51 | -2.32 | 4.80 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis Inc | - | 7.53 | - | - | |
Equinix Inc | - | 6.54 | - | - | |
Public Storage | - | 3.08 | - | - | |
Gaming and Leisure Properties Inc | - | 2.46 | - | - | |
Equity Residential | - | 2.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Sell |
Technical Indicators | Sell | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Neutral |
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