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SCHM: Schwab U.S. Mid-Cap ETF (ETF)
Basic Info 79.59 0.72(0.91%) May 24
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (26%) |
Start Date: | 01/13/2011 |
Last Dividend Date: | 03/20/2024 |
12-Mo. Yield | 1.75% |
Expenses | 0.04% |
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Performance Analytics (As of 05/24/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/13/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -1.1 | 6.0 | 22.7 | 2.6 | 9.5 | 9.2 | 10.6 | 16.7 | -17.1 | 19.4 | 15.3 | 27.5 | -8.8 | 19.6 | 14.5 | -0.0 | 10.3 | 36.3 | 17.5 | -2.9 |
Sharpe Ratio | NA | 0.89 | 1.26 | 0.01 | 0.32 | 0.41 | 0.5 | 0.73 | -0.71 | 1.15 | 0.38 | 1.91 | -0.62 | 2.24 | 0.94 | 0.0 | 0.79 | 2.76 | 1.18 | -0.11 |
Draw Down(%) | NA | 7.0 | 14.5 | 26.5 | 42.4 | 42.4 | 42.4 | 14.5 | 24.5 | 8.8 | 42.4 | 7.2 | 22.7 | 3.7 | 13.0 | 12.4 | 10.8 | 7.3 | 12.1 | 26.4 |
Standard Deviation(%) | NA | 13.5 | 15.0 | 19.9 | 24.4 | 19.9 | 19.7 | 17.2 | 26.3 | 16.8 | 39.3 | 13.6 | 16.4 | 8.5 | 15.3 | 14.8 | 13.0 | 13.1 | 14.9 | 28.5 |
Treynor Ratio | NA | 0.11 | 0.17 | 0.0 | 0.08 | 0.08 | 0.1 | 0.11 | -0.18 | 0.18 | 0.14 | 0.25 | -0.1 | 0.18 | 0.14 | 0.0 | 0.1 | 0.35 | 0.18 | -0.03 |
Alpha | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 |
Beta | NA | 1.11 | 1.13 | 1.04 | 1.05 | 1.03 | 1.03 | 1.1 | 1.01 | 1.07 | 1.05 | 1.05 | 1.0 | 1.04 | 0.99 | 0.96 | 1.02 | 1.03 | 0.99 | 1.03 |
RSquared | NA | 0.94 | 0.94 | 0.96 | 0.96 | 0.97 | 0.97 | 0.95 | 0.98 | 0.91 | 0.97 | 0.97 | 0.98 | 0.93 | 0.98 | 0.98 | 0.96 | 0.97 | 0.98 | 0.99 |
Yield(%) | N/A | 0.3 | 1.8 | 1.4 | 1.8 | 2.2 | N/A | 1.7 | 1.4 | 1.4 | 1.5 | 1.9 | 1.4 | 1.5 | 1.7 | 1.5 | 1.6 | 1.7 | 1.9 | 1.1 |
Dividend Growth(%) | N/A | -77.2 | -0.0 | 35.8 | 50.3 | N/A | N/A | 3.8 | 19.1 | 2.5 | 0.0 | 19.0 | 10.5 | -0.7 | 11.0 | 2.2 | 26.4 | 2.4 | 61.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2011
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