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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1088 | 1220 | 1289 | 1556 | 2676 |
Fund Return | 2.53% | 8.75% | 22.03% | 8.83% | 9.25% | 10.34% |
Place in category | 57 | 48 | 32 | 26 | 21 | 12 |
% in Category | 73 | 60 | 46 | 48 | 67 | 58 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard International Shares Inde | 42.33B | 2.79 | 14.18 | 13.21 | ||
AU60VAN00022 | 39.82B | 4.46 | 10.94 | 8.53 | ||
Vanguard Growth Index Fund AU | 12.16B | 2.49 | 7.16 | 7.53 | ||
Vanguard High Growth Index Fund | 11B | 3.12 | 9.77 | 9.28 | ||
Vanguard Balanced Index Fund | 8.64B | 1.86 | 4.56 | 5.75 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60MIN00172 | 1.65B | 3.16 | 9.03 | 10.00 | ||
AU60BPF00291 | 837.14M | 3.74 | 5.76 | 10.08 | ||
Dimensional Global Small Company Tr | 584.49M | 2.64 | 10.56 | 10.79 | ||
Yarra Global Small Companies Fund | 404.91M | 3.56 | 12.77 | 11.50 | ||
Lazard Global Equity Franchise Fund | 268.69M | 3.20 | 9.36 | 11.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Interactive Brokers | US45841N1072 | 0.25 | 218.73 | -3.22% | |
Natera Inc | US6323071042 | 0.24 | 162.31 | -3.50% | |
US Foods | US9120081099 | 0.20 | 70.10 | -2.16% | |
SoFi Technologies | US83406F1021 | 0.20 | 14.67 | -5.72% | |
Tapestry | US8760301072 | 0.20 | 84.59 | -2.23% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Sell | Strong Buy | Strong Buy |
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