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SCHA: Schwab US Small-Cap ETF (ETF)
Basic Info 45.69 0.83(1.85%) August 12
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 11/03/2009 |
| Last Dividend Date: | 06/22/2022 |
| 12-Mo. Yield | 0.95% |
| Expenses | 0.08% |
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Performance Analytics (As of 08/12/2022)
| Last 1 Week* | YTD*(2022) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 4.7 | -54.9 | -54.3 | -11.3 | -4.6 | 4.0 | 6.5 | 17.3 | 19.3 | 26.5 | -11.8 | 14.9 | 19.4 | -4.2 | 6.6 | 39.5 | 18.3 | -3.1 | 28.6 | 9.9 |
| SR | NA | -0.8 | -0.75 | -0.23 | -0.13 | 0.12 | 0.21 | 0.84 | 0.45 | 1.63 | -0.75 | 1.31 | 1.11 | -0.27 | 0.44 | 2.88 | 1.16 | -0.1 | 1.21 | 4.29 |
| DD(%) | NA | 63.3 | 65.2 | 65.2 | 65.2 | 65.2 | 65.2 | 11.1 | 42.4 | 8.7 | 26.4 | 5.7 | 15.1 | 15.5 | 12.1 | 4.9 | 12.4 | 28.4 | 20.0 | 4.1 |
| SD(%) | NA | 92.3 | 73.2 | 50.0 | 40.0 | 30.2 | 29.2 | 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 |
| TR | NA | -0.75 | -0.55 | -0.11 | -0.05 | 0.03 | 0.06 | 0.16 | 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 | -0.34 | -0.21 | -0.07 | -0.05 | -0.02 | -0.02 | -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 | 0.98 | 1.0 | 1.04 | 1.04 | 1.03 | 1.02 | 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 |
| RS | NA | 0.15 | 0.19 | 0.51 | 0.55 | 0.62 | 0.7 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
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See SMALL BLEND Asset Class Trend Rankings |
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* Day change on 08/12/2022.Latest Articles Related to SCHA
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