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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1357 | 1069 | 1314 | 1636 | 1865 | 2401 |
| Fund Return | 35.71% | 6.92% | 31.4% | 17.82% | 13.27% | 9.15% |
| Place in category | 149 | 49 | 170 | 174 | 85 | 36 |
| % in Category | 40 | 17 | 49 | 55 | 30 | 19 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index | 130.56B | 17.78 | 20.53 | 14.59 | ||
| Schwab Total Stock Market Index | 32.17B | 17.06 | 19.81 | 13.95 | ||
| Schwab 1000 Index | 20.42B | 17.24 | 20.23 | 14.19 | ||
| Schwab International Index | 12.38B | 28.13 | 15.46 | 7.82 | ||
| Schwab Fundamental US Large Company | 11.21B | 16.65 | 15.22 | 13.12 |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Dodge & Cox International Stock | 46.48B | 34.11 | 16.89 | 8.23 | ||
| Causeway International Value Instl | 16.97B | 31.90 | 20.27 | 8.64 | ||
| Fidelity Series International VVV | 16.15B | 39.77 | 21.14 | 9.07 | ||
| DFA International Value I | 12.35B | 39.44 | 20.17 | 9.53 | ||
| Vanguard International Value Inv | 11.53B | 26.46 | 13.46 | 7.48 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Samsung Electronics Co | KR7005930003 | 3.11 | 111,400 | -0.09% | |
| Shell | GB00BP6MXD84 | 2.27 | 30.99 | -0.10% | |
| TotalEnergies SE | FR0000120271 | 1.36 | 55.85 | -0.16% | |
| Toyota Motor | JP3633400001 | 1.15 | 3,378.0 | -1.08% | |
| BP | GB0007980591 | 1.06 | 427.50 | -0.04% |
| 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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