SCHE: Schwab Emerging Markets Equity ETF (ETF)
Basic Info 26.32 0.09(0.34%) May 10
Asset Class: | DIVERSIFIED EMERGING MKTS |
MyPlanIQ Rating: | (44%) |
Start Date: | 01/14/2010 |
Last Dividend Date: | 12/06/2023 |
12-Mo. Yield | 3.88% |
Expenses | 0.11% |
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Performance Analytics (As of 05/09/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/14/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 6.2 | 12.3 | -3.2 | 3.7 | 3.4 | 2.8 | 8.9 | -17.8 | -0.7 | 14.5 | 20.3 | -13.6 | 32.7 | 13.1 | -16.3 | -0.1 | -4.3 | 17.9 | -19.2 | 15.5 |
Sharpe Ratio | NA | 1.17 | 0.72 | -0.32 | 0.05 | 0.12 | 0.1 | 0.32 | -0.85 | -0.04 | 0.43 | 1.34 | -0.72 | 2.77 | 0.61 | -0.79 | 0.0 | -0.25 | 0.99 | -0.64 | 0.68 |
Draw Down(%) | NA | 5.3 | 11.8 | 33.8 | 35.7 | 36.2 | 36.2 | 12.2 | 29.7 | 14.9 | 33.8 | 10.4 | 25.8 | 4.5 | 12.3 | 28.1 | 17.9 | 18.2 | 19.0 | 29.5 | 18.2 |
Standard Deviation(%) | NA | 13.6 | 14.3 | 17.9 | 21.6 | 20.0 | 20.7 | 14.8 | 22.6 | 17.7 | 33.2 | 14.1 | 20.8 | 11.6 | 21.1 | 20.6 | 16.0 | 17.4 | 18.1 | 29.9 | 23.5 |
Treynor Ratio | NA | 0.14 | 0.09 | -0.05 | 0.01 | 0.02 | 0.02 | 0.04 | -0.17 | -0.01 | 0.13 | 0.18 | -0.12 | 0.26 | 0.11 | -0.15 | 0.0 | -0.04 | 0.17 | -0.17 | 0.15 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 |
Beta | NA | 1.14 | 1.15 | 1.11 | 1.11 | 1.12 | 1.11 | 1.15 | 1.1 | 1.08 | 1.13 | 1.08 | 1.19 | 1.24 | 1.15 | 1.09 | 1.15 | 1.12 | 1.05 | 1.11 | 1.08 |
RSquared | NA | 0.92 | 0.93 | 0.94 | 0.92 | 0.91 | 0.91 | 0.93 | 0.95 | 0.95 | 0.9 | 0.92 | 0.91 | 0.88 | 0.89 | 0.91 | 0.86 | 0.82 | 0.9 | 0.93 | 0.95 |
Yield(%) | N/A | 0.0 | 3.9 | 2.6 | 3.1 | 2.8 | N/A | 4.0 | 2.3 | 2.7 | 2.3 | 3.8 | 2.2 | 3.0 | 2.6 | 2.1 | 2.9 | 2.3 | 2.4 | 1.9 | 0.9 |
Dividend Growth(%) | N/A | -100.0 | 38.0 | 14.4 | 36.8 | N/A | N/A | 37.7 | -17.9 | 31.2 | -28.1 | 41.3 | -3.1 | 32.7 | 0.0 | -27.9 | 7.9 | 12.5 | -1.8 | 147.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2010
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