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SCHB: Schwab U.S. Broad Market ETF (ETF)
Basic Info 58.13 0.56(0.97%) April 22
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (23%) |
Start Date: | 11/03/2009 |
Last Dividend Date: | 03/20/2024 |
12-Mo. Yield | 1.42% |
Expenses | 0.03% |
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Performance Analytics (As of 04/19/2024)
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(%) | -0.9 | 4.7 | 22.8 | -15.3 | -2.0 | 4.3 | 8.0 | 26.2 | -59.7 | 25.9 | 20.8 | 30.8 | -5.3 | 21.2 | 12.1 | 0.4 | 12.7 | 33.2 | 16.3 | 1.4 | 17.1 | 7.5 |
Sharpe Ratio | NA | 0.79 | 1.42 | -0.41 | -0.1 | 0.11 | 0.28 | 1.63 | -0.82 | 1.9 | 0.58 | 2.33 | -0.39 | 2.97 | 0.89 | 0.02 | 1.1 | 2.94 | 1.27 | 0.06 | 0.93 | 4.23 |
Draw Down(%) | NA | 5.7 | 10.8 | 62.7 | 62.7 | 62.7 | 62.7 | 10.8 | 62.7 | 5.2 | 35.3 | 6.8 | 20.2 | 2.7 | 11.3 | 12.0 | 7.5 | 5.7 | 10.0 | 20.1 | 15.9 | 1.9 |
Standard Deviation(%) | NA | 11.8 | 12.1 | 44.1 | 38.1 | 28.5 | 25.5 | 13.5 | 74.3 | 13.6 | 35.0 | 12.6 | 16.9 | 7.0 | 13.3 | 15.1 | 11.6 | 11.3 | 13.0 | 24.1 | 18.4 | 13.7 |
Treynor Ratio | NA | 0.09 | 0.17 | -0.17 | -0.04 | 0.03 | 0.07 | 0.22 | -0.58 | 0.26 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.13 | 0.33 | 0.16 | 0.01 | 0.17 | 0.57 |
Alpha | NA | -0.01 | 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 | 0.0 |
Beta | NA | 1.0 | 1.01 | 1.04 | 1.02 | 1.01 | 1.01 | 1.0 | 1.05 | 1.01 | 1.01 | 1.0 | 0.99 | 1.03 | 1.01 | 0.98 | 1.0 | 1.01 | 1.0 | 1.02 | 1.01 | 1.02 |
RSquared | NA | 0.99 | 0.99 | 0.29 | 0.49 | 0.57 | 0.65 | 0.96 | 0.22 | 0.98 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 0.98 |
Yield(%) | N/A | 0.3 | 1.6 | 0.9 | 1.6 | 2.3 | N/A | 1.7 | 0.6 | 1.5 | 1.9 | 2.3 | 2.0 | 2.0 | 1.6 | 2.0 | 1.9 | 2.0 | 2.4 | 1.9 | 1.6 | 0.2 |
Dividend Growth(%) | N/A | -75.6 | 3.9 | -32.9 | 12.5 | N/A | N/A | 8.3 | -47.8 | -7.4 | 8.0 | 7.8 | 19.6 | 40.8 | -23.2 | 15.1 | 19.4 | -2.7 | 29.8 | 29.5 | 633.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
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