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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1164 | 1014 | 1199 | 1056 | 1264 | 2007 |
Fund Return | 16.4% | 1.35% | 19.94% | 1.84% | 4.79% | 7.21% |
Place in category | 25 | 32 | 55 | 138 | 95 | 17 |
% in Category | 13 | 15 | 29 | 78 | 66 | 31 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 93.91B | 6.02 | 8.03 | 12.35 | ||
Schwab Total Stock Market Index | 23.56B | 5.20 | 6.21 | 11.70 | ||
Schwab 1000 Index | 16.28B | 5.71 | 6.86 | 11.94 | ||
Schwab International Index | 9.73B | 2.39 | 2.74 | 4.32 | ||
Schwab Fundamental US Large Company | 8.68B | 4.33 | 8.35 | 10.98 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.74B | 0.52 | 3.49 | 5.37 | ||
Diamond Hill Long-Short I | 1.66B | 7.43 | 5.22 | 6.22 | ||
AQR Long-Short Equity I | 1.63B | 16.22 | 22.93 | 10.78 | ||
AB Select US Long/Short Advisor | 1.25B | 5.58 | 4.50 | 6.71 | ||
Calamos Phineus Long/Short I | 941.12M | 7.17 | 2.13 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 4.26 | - | - | |
Apple Inc | - | 4.07 | - | - | |
Amazon.com Inc | - | 3.71 | - | - | |
Alphabet Inc Class A | - | 2.81 | - | - | |
Allstate Corp | - | 1.89 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Sell | Neutral | Strong Buy |
Summary | Strong Sell | Sell | Strong Sell |
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