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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1081 | 1050 | 1093 | 1216 | 1517 | 1693 |
Fund Return | 8.14% | 5.03% | 9.3% | 6.73% | 8.69% | 5.41% |
Place in category | 119 | 187 | 381 | 130 | 207 | 138 |
% in Category | 14 | 23 | 56 | 22 | 36 | 37 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 108.28B | 1.44 | 12.51 | 12.93 | ||
Schwab Total Stock Market Index | 26.59B | 1.12 | 11.50 | 12.26 | ||
Schwab 1000 Index | 17.52B | 1.33 | 11.95 | 12.51 | ||
Schwab Fundamental US Large Company | 9.56B | 4.09 | 11.21 | 11.57 | ||
Schwab Small Cap Index | 6.04B | -2.83 | 3.41 | 7.29 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 209.79B | 5.17 | 4.34 | 4.95 | ||
Vanguard Total Intl Stock Index Adm | 76.18B | 5.24 | 4.42 | 5.02 | ||
Fidelity International Index Inst | 55.99B | 8.06 | 6.85 | 5.50 | ||
Fidelity Series Global ex US Index | 52.88B | 6.06 | 4.88 | 4.92 | ||
Strategic Advisers International I | 47.55B | 7.61 | 6.47 | 6.11 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 1.75 | 639.00 | -4.05% | |
SAP | DE0007164600 | 1.70 | 242.200 | -4.78% | |
Novo Nordisk B | DK0062498333 | 1.61 | 549.4 | -8.07% | |
Nestle | CH0038863350 | 1.32 | 90.50 | +0.87% | |
Roche Holding Participation | CH0012032048 | 1.31 | 307.40 | +0.13% |
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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