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FNDF: Schwab Fundamental Intl Lg Co ETF (ETF)
Basic Info 30.3 0.13(0.43%) March 22
| Asset Class: | Foreign Large Value |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 08/16/2013 |
| Last Dividend Date: | 12/07/2022 |
| 12-Mo. Yield | 2.05% |
| Expenses | 0.32% |
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Performance Analytics (As of 03/20/2023)
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(%) | 2.5 | 4.2 | 0.5 | 23.9 | 4.5 | 5.2 | -4.8 | 18.0 | 3.6 | 18.4 | -14.3 | 23.9 | 7.9 | -5.3 | -6.5 | 11.1 |
| SR | NA | 0.05 | -0.22 | 0.93 | 0.13 | 0.23 | -0.3 | 1.24 | 0.1 | 1.47 | -1.1 | 2.88 | 0.39 | -0.31 | -0.52 | 2.45 |
| DD(%) | NA | 7.8 | 21.8 | 24.8 | 37.7 | 40.2 | 24.8 | 8.7 | 37.7 | 9.6 | 22.4 | 2.4 | 12.0 | 18.1 | 15.7 | 4.2 |
| SD(%) | NA | 16.0 | 20.2 | 21.1 | 20.6 | 18.2 | 21.1 | 14.5 | 33.8 | 11.6 | 14.2 | 8.1 | 19.8 | 17.3 | 12.6 | 13.3 |
| TR | NA | 0.01 | -0.05 | 0.2 | 0.03 | 0.04 | -0.07 | 0.19 | 0.03 | 0.17 | -0.15 | 0.22 | 0.07 | -0.05 | -0.06 | 0.29 |
| Alpha(%) | NA | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | 0.0 | -0.02 | 0.01 | 0.01 | 0.0 | -0.01 |
| Beta(%) | NA | 0.99 | 0.9 | 0.98 | 1.01 | 1.03 | 0.87 | 0.94 | 1.11 | 1.02 | 1.04 | 1.05 | 1.08 | 1.06 | 1.07 | 1.12 |
| RS | NA | 0.89 | 0.84 | 0.88 | 0.91 | 0.92 | 0.85 | 0.8 | 0.97 | 0.93 | 0.93 | 0.87 | 0.96 | 0.94 | 0.91 | 0.91 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/16/2013
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