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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 916 | 1035 | 1049 | 1263 | 1674 |
Fund Return | 3.54% | -8.43% | 3.54% | 1.6% | 4.77% | 5.29% |
Place in category | 456 | 544 | 456 | 176 | 238 | 140 |
% in Category | 67 | 78 | 67 | 31 | 41 | 38 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 112.92B | 24.96 | 8.91 | 13.05 | ||
Schwab Total Stock Market Index | 28.1B | 23.85 | 7.90 | 12.44 | ||
Schwab 1000 Index | 18.41B | 24.46 | 8.25 | 12.68 | ||
Schwab Fundamental US Large Company | 9.81B | 16.78 | 8.72 | 11.29 | ||
Schwab Small Cap Index | 6.66B | 11.58 | 1.30 | 7.87 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard Total Intl Stock Index Adm | 72.9B | 5.14 | 0.67 | 5.06 | ||
Fidelity International Index Inst | 51.28B | 3.71 | 1.71 | 5.38 | ||
Fidelity Series Global ex US Index | 50.22B | 5.35 | 0.85 | 4.86 | ||
Strategic Advisers International I | 44.17B | 5.63 | 0.87 | 6.01 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 1.73 | 722.70 | +2.26% | |
Novo Nordisk B | DK0062498333 | 1.71 | 607.3 | +0.60% | |
SAP | DE0007164600 | 1.58 | 268.500 | +0.17% | |
Nestle | CH0038863350 | 1.33 | 77.48 | -1.53% | |
AstraZeneca | GB0009895292 | 1.25 | 11,344.0 | +0.27% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Strong Buy | Sell | BUY |
Summary | Strong Buy | Neutral | Buy |
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