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SWIIX: SCHWAB INTERMEDIATE-TERM BOND FUND SCHWAB INTERMEDIATE-TERM BOND FUND (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 11/05/2007 |
Last Dividend Date: | 01/31/2019 |
12-Mo. Yield | 2.21% |
Expenses | 0.61% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/05/2007 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 0.1 | 0.8 | 1.7 | 3.3 | 0.3 | 0.3 | 1.9 | 1.7 | 0.8 | 3.7 | -1.1 | 3.3 | 5.6 | 7.3 | 14.4 | -2.2 | 1.9 |
Sharpe Ratio | NA | 0.39 | 0.1 | 0.44 | 1.35 | 0.93 | 0.01 | -0.42 | 0.56 | 0.66 | 0.27 | 1.67 | -0.44 | 1.92 | 1.89 | 2.22 | 3.02 | -0.6 | 3.03 |
Draw Down(%) | NA | 1.3 | 3.1 | 3.1 | 3.7 | 6.6 | 0.9 | 2.3 | 1.2 | 3.1 | 1.5 | 0.9 | 3.7 | 0.9 | 1.2 | 2.8 | 3.0 | 6.6 | 1.1 |
Standard Deviation(%) | NA | 2.4 | 2.3 | 2.4 | 2.7 | 3.1 | 2.4 | 2.4 | 2.2 | 2.3 | 2.7 | 2.2 | 2.6 | 1.7 | 3.0 | 3.2 | 4.7 | 5.3 | 3.6 |
Treynor Ratio | NA | 0.01 | 0.0 | 0.02 | 0.06 | 0.05 | 0.0 | -0.01 | 0.02 | 0.03 | 0.01 | 0.06 | -0.02 | 0.07 | 0.1 | 0.13 | 0.26 | -0.06 | 0.26 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.03 |
Beta | NA | 0.74 | 0.66 | 0.62 | 0.59 | 0.56 | 0.64 | 0.74 | 0.68 | 0.53 | 0.6 | 0.67 | 0.63 | 0.47 | 0.55 | 0.56 | 0.55 | 0.51 | 0.43 |
RSquared | NA | 0.71 | 0.73 | 0.76 | 0.77 | 0.7 | 0.72 | 0.7 | 0.75 | 0.71 | 0.86 | 0.82 | 0.82 | 0.73 | 0.82 | 0.81 | 0.64 | 0.57 | 0.68 |
Yield(%) | N/A | 2.2 | 2.5 | 2.5 | 3.8 | N/A | 0.2 | 2.4 | 2.3 | 3.0 | 2.5 | 2.5 | 2.3 | 4.0 | 4.0 | 4.3 | 8.0 | 5.4 | 0.5 |
Dividend Growth(%) | N/A | -4.3 | 2.7 | -42.5 | N/A | N/A | -91.7 | 4.3 | -23.3 | 15.4 | 4.0 | 4.2 | -42.9 | 2.4 | -4.7 | -42.7 | 36.4 | 1000.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/2007
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