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FNDC: Schwab Fundamental Intl Sm Co ETF (ETF)
Basic Info 33.13 0.16(0.49%) March 31
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 08/15/2013 |
| Last Dividend Date: | 12/07/2022 |
| 12-Mo. Yield | 1.70% |
| Expenses | 0.46% |
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Performance Analytics (As of 03/31/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 3.0 | 6.0 | -3.8 | 16.1 | 2.0 | 5.5 | -13.0 | 12.4 | 6.6 | 20.6 | -19.1 | 29.2 | 8.8 | 4.9 | -5.1 | 11.1 |
| SR | NA | 0.5 | -0.41 | 0.86 | 0.02 | 0.27 | -0.67 | 0.89 | 0.2 | 1.7 | -1.46 | 4.02 | 0.53 | 0.34 | -0.45 | 2.64 |
| DD(%) | NA | 7.5 | 24.6 | 30.5 | 40.9 | 43.2 | 28.5 | 10.4 | 38.6 | 9.3 | 27.0 | 2.8 | 12.1 | 13.8 | 14.6 | 3.8 |
| SD(%) | NA | 14.7 | 20.6 | 19.1 | 19.7 | 16.8 | 21.4 | 14.0 | 31.3 | 11.2 | 14.0 | 7.1 | 15.9 | 14.2 | 11.4 | 12.2 |
| TR | NA | 0.08 | -0.09 | 0.17 | 0.0 | 0.05 | -0.15 | 0.14 | 0.06 | 0.2 | -0.21 | 0.36 | 0.11 | 0.05 | -0.06 | 0.33 |
| Alpha(%) | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | 0.01 | 0.02 | 0.0 | 0.02 | 0.02 | 0.01 | 0.0 | 0.0 | -0.03 |
| Beta(%) | NA | 0.95 | 0.97 | 0.96 | 0.97 | 0.94 | 0.98 | 0.89 | 0.98 | 0.94 | 0.99 | 0.81 | 0.79 | 0.94 | 0.84 | 0.97 |
| RS | NA | 0.91 | 0.94 | 0.93 | 0.94 | 0.9 | 0.95 | 0.85 | 0.96 | 0.87 | 0.91 | 0.83 | 0.8 | 0.87 | 0.84 | 0.81 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/15/2013
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Foreign Small/Mid Blend Asset Class Trend Rankings |
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