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SCHX: Schwab U.S. Large-Cap ETF (ETF)
Basic Info 61.34 0.05(0.08%) May 07
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (23%) |
Start Date: | 11/03/2009 |
Last Dividend Date: | 03/20/2024 |
12-Mo. Yield | 1.41% |
Expenses | 0.03% |
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Performance Analytics (As of 05/06/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/03/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 3.0 | 9.1 | 28.0 | -14.0 | -1.0 | 5.0 | 8.4 | 26.8 | -59.7 | 26.8 | 20.8 | 31.2 | -4.5 | 21.9 | 11.3 | 1.0 | 13.3 | 32.4 | 16.1 | 1.5 | 15.9 | 7.3 |
Sharpe Ratio | NA | 1.77 | 2.04 | -0.38 | -0.08 | 0.13 | 0.3 | 1.71 | -0.82 | 2.01 | 0.59 | 2.4 | -0.34 | 3.22 | 0.85 | 0.07 | 1.18 | 2.93 | 1.27 | 0.06 | 0.89 | 4.34 |
Draw Down(%) | NA | 5.4 | 10.3 | 62.7 | 62.7 | 62.7 | 62.7 | 10.3 | 62.7 | 5.2 | 34.3 | 6.7 | 19.5 | 2.5 | 10.9 | 11.9 | 7.4 | 5.7 | 9.8 | 19.3 | 15.6 | 1.6 |
Standard Deviation(%) | NA | 11.9 | 11.9 | 44.1 | 38.0 | 28.5 | 25.3 | 13.3 | 74.3 | 13.3 | 34.7 | 12.4 | 16.9 | 6.6 | 13.1 | 15.2 | 11.3 | 11.0 | 12.7 | 23.3 | 17.7 | 13.0 |
Treynor Ratio | NA | 0.21 | 0.24 | -0.16 | -0.03 | 0.04 | 0.08 | 0.23 | -0.58 | 0.27 | 0.21 | 0.3 | -0.06 | 0.22 | 0.11 | 0.01 | 0.14 | 0.33 | 0.16 | 0.02 | 0.16 | 0.58 |
Alpha | NA | 0.0 | 0.0 | -0.07 | -0.04 | -0.02 | -0.01 | 0.0 | -0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.99 | 1.0 | 1.04 | 1.01 | 1.01 | 1.0 | 0.98 | 1.05 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.99 | 0.98 | 0.98 | 0.97 | 0.96 |
RSquared | NA | 0.99 | 0.99 | 0.29 | 0.49 | 0.57 | 0.64 | 0.96 | 0.21 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 |
Yield(%) | N/A | 0.4 | 1.6 | 0.9 | 1.7 | 2.4 | N/A | 1.7 | 0.6 | 1.5 | 1.9 | 2.4 | 2.0 | 2.0 | 1.6 | 2.0 | 2.0 | 2.1 | 2.4 | 1.9 | 1.7 | 0.2 |
Dividend Growth(%) | N/A | -74.4 | 4.2 | -33.2 | 12.0 | N/A | N/A | 5.4 | -46.4 | -7.4 | 5.7 | 8.5 | 20.4 | 38.5 | -21.2 | 15.1 | 17.8 | -1.4 | 29.8 | 23.9 | 820.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
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