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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1038 | 985 | 1203 | 987 | 1269 | 1683 |
Fund Return | 3.76% | -1.49% | 20.31% | -0.44% | 4.88% | 5.34% |
Place in category | 35 | 25 | 34 | 41 | 37 | 17 |
% in Category | 84 | 50 | 72 | 88 | 81 | 62 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 109.39B | 20.93 | 9.05 | 12.95 | ||
Schwab Total Stock Market Index | 27B | 19.74 | 7.49 | 12.33 | ||
Schwab 1000 Index | 18.2B | 20.33 | 7.95 | 12.56 | ||
Schwab International Index | 9.69B | 6.83 | 2.70 | 5.24 | ||
Schwab Fundamental US Large Company | 9.8B | 16.07 | 9.84 | 11.49 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA International Small Cap Value I | 11.16B | 9.45 | 4.93 | 5.92 | ||
DFA International Vector Equity I | 3.39B | 6.91 | 2.83 | 5.75 | ||
Free Market International Equity In | 3.13B | 8.25 | 3.71 | 4.97 | ||
Kopernik Global All-Cap I | 2.04B | 7.30 | 2.08 | 8.72 | ||
DFA World ex US Targeted Val Instl | 698.26M | 8.13 | 3.64 | 5.61 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Msci Eafe Dec24 Ifus 20241220 | - | 0.77 | - | - | |
DSM Firmenich | CH1216478797 | 0.33 | 107.25 | +2.29% | |
Rolls-Royce Holdings | GB00B63H8491 | 0.22 | 545.60 | +0.89% | |
Celestica Inc Common Stock | - | 0.20 | - | - | |
HD Korea Shipbuilding & Offshore Engineering | KR7009540006 | 0.20 | 201,500 | +1.61% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Buy |
Technical Indicators | Strong Sell | Strong Sell | Strong Buy |
Summary | Strong Sell | Strong Sell | Strong Buy |
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