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SCHF: Schwab International Equity ETF (ETF)
Basic Info 39.75 0.03(0.08%) May 20
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (34%) |
Start Date: | 11/03/2009 |
Last Dividend Date: | 12/06/2023 |
12-Mo. Yield | 3.07% |
Expenses | 0.06% |
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Performance Analytics (As of 05/20/2024)
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(%) | 1.6 | 7.5 | 15.1 | 3.3 | 8.0 | 5.0 | 6.0 | 18.3 | -14.8 | 11.4 | 9.5 | 22.2 | -14.3 | 26.0 | 3.0 | -2.5 | -5.7 | 18.9 | 18.8 | -12.6 | 9.3 | 4.8 |
Sharpe Ratio | NA | 1.54 | 0.88 | 0.06 | 0.32 | 0.23 | 0.29 | 1.06 | -0.74 | 0.88 | 0.29 | 1.91 | -1.1 | 3.39 | 0.16 | -0.16 | -0.48 | 1.44 | 1.09 | -0.44 | 0.38 | 1.74 |
Draw Down(%) | NA | 4.9 | 11.8 | 29.1 | 34.6 | 34.9 | 34.9 | 11.8 | 28.4 | 6.9 | 34.6 | 7.9 | 22.3 | 2.2 | 12.2 | 16.7 | 13.3 | 10.5 | 16.2 | 26.4 | 19.2 | 4.4 |
Standard Deviation(%) | NA | 11.1 | 12.5 | 16.3 | 19.7 | 17.1 | 18.4 | 13.4 | 21.9 | 12.9 | 31.7 | 10.9 | 14.2 | 7.5 | 18.0 | 16.3 | 11.8 | 13.2 | 17.3 | 28.5 | 24.1 | 19.9 |
Treynor Ratio | NA | 0.17 | 0.11 | 0.01 | 0.06 | 0.04 | 0.05 | 0.14 | -0.16 | 0.11 | 0.09 | 0.21 | -0.15 | 0.26 | 0.03 | -0.02 | -0.06 | 0.19 | 0.18 | -0.12 | 0.08 | 0.32 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.03 | 1.02 | 1.01 | 1.02 | 1.02 | 1.03 | 1.02 | 1.01 | 1.01 | 1.02 | 1.01 | 1.05 | 0.99 | 1.01 | 1.04 | 1.03 | 1.01 | 1.03 | 1.03 | 1.12 | 1.09 |
RSquared | NA | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 0.99 | 0.97 | 0.98 | 0.95 | 0.98 | 0.97 | 0.96 | 0.95 | 0.97 | 0.98 | 0.97 | 0.98 |
Yield(%) | N/A | 0.0 | 3.1 | 2.7 | 3.2 | 2.8 | N/A | 3.4 | 2.3 | 3.4 | 2.2 | 3.5 | 2.5 | 2.9 | 2.6 | 2.2 | 2.7 | 2.5 | 3.0 | 2.7 | 1.8 | 0.2 |
Dividend Growth(%) | N/A | -100.0 | 20.2 | 24.4 | 29.7 | N/A | N/A | 19.8 | -26.6 | 65.3 | -24.2 | 13.8 | 8.7 | 12.7 | 14.5 | -26.2 | 20.0 | -2.8 | -4.0 | 56.2 | 1100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
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