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SCHA: Schwab U.S. Small-Cap ETF (ETF)


Basic Info     27.59 0.01(0.04%) December 11

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Asset Class:SMALL BLEND
MyPlanIQ Rating: (23%)
Start Date:11/03/2009
Last Dividend Date:09/25/2024
12-Mo. Yield 2.58%
Expenses 0.04%
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Performance Analytics (As of 12/10/2024)

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Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Since
11/03/2009
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return(%) -2.0 19.0 27.5 -17.3 -4.1 1.6 6.7 7.1 19.3 -59.9 16.5 19.3 26.5 -11.8 14.9 19.4 -4.2 6.6 39.5 18.3 -3.1 28.6 9.9
Sharpe Ratio NA 0.8 1.29 -0.44 -0.15 0.01 NA 0.22 0.78 -0.83 0.79 0.45 1.63 -0.75 1.31 1.11 -0.27 0.44 2.88 1.16 -0.1 1.21 4.29
Draw Down(%) NA 9.1 9.1 63.3 65.4 65.4 NA 65.4 16.7 63.3 11.3 42.4 8.7 26.4 5.7 15.1 15.5 12.1 4.9 12.4 28.4 20.0 4.1
Standard Deviation(%) NA 19.0 19.2 45.7 41.1 31.1 NA 28.1 19.5 74.2 20.7 42.3 15.4 17.5 10.9 17.3 15.7 14.8 13.7 15.8 31.0 23.6 18.9
Treynor Ratio NA 0.14 0.22 -0.19 -0.06 0.0 NA 0.06 0.15 -0.62 0.15 0.18 0.24 -0.13 0.13 0.19 -0.04 0.06 0.4 0.19 -0.03 0.29 0.84
Alpha NA -0.01 -0.01 -0.07 -0.04 -0.02 NA -0.02 0.0 -0.21 -0.01 0.0 -0.01 -0.01 -0.01 0.0 0.0 0.0 0.01 0.0 0.0 0.0 0.01
Beta NA 1.12 1.12 1.03 1.04 1.04 NA 1.02 1.04 0.99 1.09 1.04 1.04 1.02 1.06 1.03 1.02 1.02 1.0 0.97 0.98 0.99 0.96
RSquared NA 0.97 0.97 0.37 0.58 0.65 NA 0.73 0.99 0.22 0.98 0.99 0.99 0.99 0.98 0.99 0.99 0.97 0.99 0.99 1.0 1.0 0.99
Yield(%) N/A 1.9 2.0 0.8 1.3 1.7 3.0 N/A 2.4 0.5 1.4 1.2 1.7 1.4 1.4 1.3 1.4 1.5 1.5 2.1 1.2 1.2 0.2
Dividend Growth(%) N/A -9.3 -9.3 -24.9 18.5 N/A N/A N/A 74.5 -54.1 30.6 -11.1 6.9 13.4 25.8 -10.8 -3.5 33.6 -16.1 76.7 20.2 460.0 N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009

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