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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1010 | 908 | 1010 | 1037 | 1220 | 1570 |
Fund Return | 1.04% | -9.21% | 1.04% | 1.21% | 4.06% | 4.61% |
Place in category | 308 | 322 | 308 | 286 | 215 | 87 |
% in Category | 86 | 89 | 86 | 83 | 66 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 714.4B | 23.76 | 7.88 | - | ||
Vanguard 500 Index Admiral | 562.19B | 24.97 | 8.89 | 13.06 | ||
Vanguard Total Stock Market Admiral | 406.82B | 23.74 | 7.86 | 12.49 | ||
Vanguard Total Intl Stock Index Inv | 201.2B | 5.09 | 0.61 | 5.00 | ||
Vanguard 500 Index Institutional Se | 200.46B | 25.00 | 8.93 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 37.32B | 3.80 | 4.13 | 4.37 | ||
Fidelity Series International VVV | 13.99B | 6.77 | 6.03 | 5.74 | ||
Causeway International Value Instl | 11.83B | 3.70 | 7.18 | 5.54 | ||
DFA International Value I | 9.18B | 6.88 | 6.71 | 5.60 | ||
Templeton Foreign A | 1.42B | -2.48 | 4.09 | 3.19 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tencent Holdings | KYG875721634 | 3.09 | 401.20 | +1.42% | |
Taiwan Semicon | TW0002330008 | 1.84 | 1,135.00 | +1.34% | |
Roche Holding Participation | CH0012032048 | 1.65 | 286.20 | +1.92% | |
Ryanair ADR | US7835132033 | 1.28 | 48.12 | +2.84% | |
AIA Group | HK0000069689 | 1.26 | 54.25 | +0.93% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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