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SCHI: Schwab 5-10 Year Corporate Bond ETF (ETF)
Basic Info 43.78 0.07(0.16%) May 08
Asset Class: | EQUITY |
MyPlanIQ Rating: | (25%) |
Start Date: | 10/14/2019 |
Last Dividend Date: | 05/01/2024 |
12-Mo. Yield | 5.00% |
Expenses | - |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | Since 02/06/2020 |
2023 | 2022 | 2021 | 2020 | 2019 | |
---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.2 | -0.5 | 4.4 | -2.1 | -0.3 | 9.0 | -14.1 | -1.9 | 9.8 | 1.1 |
Sharpe Ratio | NA | -1.03 | -0.13 | -0.58 | -0.17 | 0.61 | -1.65 | -0.45 | 0.83 | 1.2 |
Draw Down(%) | NA | 3.4 | 6.6 | 20.7 | 20.7 | 6.9 | 19.0 | 4.4 | 16.8 | 1.1 |
Standard Deviation(%) | NA | 6.1 | 7.0 | 7.6 | 8.3 | 7.8 | 9.4 | 4.2 | 11.4 | 3.4 |
Treynor Ratio | NA | -0.33 | -0.04 | -0.28 | -0.11 | 0.34 | -0.86 | -0.32 | 0.88 | -0.23 |
Alpha | NA | -0.04 | -0.02 | -0.02 | -0.01 | 0.01 | -0.05 | -0.01 | 0.03 | 0.04 |
Beta | NA | 0.19 | 0.22 | 0.16 | 0.13 | 0.14 | 0.18 | 0.06 | 0.11 | -0.18 |
RSquared | NA | 0.14 | 0.14 | 0.14 | 0.12 | 0.06 | 0.23 | 0.04 | 0.11 | 0.12 |
Yield(%) | N/A | 1.7 | 5.0 | 3.0 | N/A | 4.5 | 2.6 | 1.8 | 2.5 | 0.5 |
Dividend Growth(%) | N/A | -61.7 | 55.9 | N/A | N/A | 45.1 | 34.3 | -20.8 | 363.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/06/2020
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