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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 | 94.87B | 11.27 | 9.53 | 12.63 | ||
Schwab Total Stock Market Index | 23.65B | 10.19 | 7.69 | 11.98 | ||
Schwab 1000 Index | 16.31B | 10.70 | 8.37 | 12.20 | ||
Schwab International Index | 9.78B | 7.71 | 3.21 | 4.69 | ||
Schwab Fundamental US Large Company | 8.62B | 8.36 | 8.70 | 11.20 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Long Short Instl | 6.72B | 1.89 | 4.20 | 5.38 | ||
AQR Long-Short Equity I | 1.68B | 21.46 | 22.94 | 11.01 | ||
Diamond Hill Long-Short I | 1.62B | 10.10 | 5.40 | 6.40 | ||
AB Select US Long/Short Advisor | 1.25B | 9.14 | 5.39 | 6.94 | ||
Calamos Phineus Long/Short I | 931.47M | 7.04 | 1.80 | - |
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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