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SCHA: Schwab U.S. Small-Cap ETF (ETF)
Basic Info 24.63 0.01(0.04%) June 20
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 11/03/2009 |
| Last Dividend Date: | 03/26/2025 |
| 12-Mo. Yield | 1.18% |
| Expenses | 0.04% |
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Performance Analytics (As of 06/20/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/03/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.5 | -4.5 | 6.6 | 10.4 | 10.1 | 6.7 | 10.0 | 10.8 | 11.2 | 18.5 | -19.8 | 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 | -0.46 | 0.14 | 0.32 | 0.36 | 0.23 | NA | 0.45 | 0.39 | 0.76 | -0.76 | 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 | 24.3 | 27.3 | 27.3 | 30.8 | 42.4 | NA | 42.4 | 9.1 | 17.0 | 26.7 | 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 | 27.6 | 24.1 | 22.1 | 22.6 | 22.9 | NA | 22.0 | 19.2 | 19.5 | 28.0 | 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 | -0.12 | 0.03 | 0.07 | 0.08 | 0.05 | NA | 0.1 | 0.07 | 0.14 | -0.21 | 0.15 | 0.19 | 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 | 0.0 | -0.01 | 0.0 | 0.0 | NA | 0.0 | -0.01 | 0.0 | -0.01 | -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 | 1.01 | 1.05 | 1.04 | 1.05 | 1.03 | NA | 1.01 | 1.11 | 1.05 | 1.02 | 1.09 | 0.99 | 1.04 | 1.02 | 1.06 | 1.03 | 1.02 | 1.02 | 1.0 | 0.97 | 0.98 | 0.99 | 0.96 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.96 | NA | 0.97 | 0.97 | 0.99 | 0.99 | 0.98 | 0.91 | 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 | 0.2 | 1.2 | 1.6 | 1.2 | 1.4 | 2.6 | N/A | 1.3 | 1.7 | 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 | -91.0 | -13.3 | -41.1 | -13.3 | N/A | N/A | N/A | -9.1 | 21.3 | -54.6 | 30.8 | -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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