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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 929 | 970 | 978 | 844 | 919 | 1281 |
Fund Return | -7.11% | -3.02% | -2.16% | -5.51% | -1.68% | 2.51% |
Place in category | 125 | 124 | 147 | 121 | 136 | 67 |
% in Category | 65 | 64 | 79 | 65 | 72 | 52 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 94.83B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 23.57B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.27B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.7B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.6B | 8.36 | 8.70 | 11.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
DFA Global Real Estate Securities P | 7B | -3.80 | -2.98 | 4.06 | ||
US09630D4079 | 3.44B | -4.60 | 2.39 | 5.56 | ||
DFA International Real Estate Sec I | 3.34B | -3.22 | -6.11 | 0.81 | ||
BlackRock Developed Real Est Idx K | 2.72B | -3.59 | -3.97 | - | ||
Cohen & Steers Global Realty I | 1.57B | -2.17 | -3.77 | 4.16 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Prologis Inc | - | 7.53 | - | - | |
Equinix Inc | - | 6.54 | - | - | |
Public Storage | - | 3.08 | - | - | |
Gaming and Leisure Properties Inc | - | 2.46 | - | - | |
Equity Residential | - | 2.35 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Sell | Sell |
Technical Indicators | Sell | Strong Buy | BUY |
Summary | Neutral | Neutral | Neutral |
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