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SCHA: Schwab US Small-Cap ETF (ETF)
Basic Info 66.84 0.97(1.47%) September 25
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 11/03/2009 |
| Last Dividend Date: | 06/24/2020 |
| 12-Mo. Yield | 1.23% |
| Expenses | 0.08% |
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Performance Analytics (As of 09/24/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -4.0 | -11.1 | -3.5 | 1.7 | 7.2 | 10.1 | 11.1 | 26.5 | -11.8 | 14.9 | 19.4 | -4.2 | 6.6 | 39.5 | 18.3 | -3.1 | 28.6 | 9.9 |
| SR | NA | -0.22 | -0.05 | 0.09 | 0.26 | 0.49 | 0.52 | 1.63 | -0.75 | 1.31 | 1.1 | -0.27 | 0.44 | 2.88 | 1.16 | -0.1 | 1.21 | 4.29 |
| DD(%) | NA | 42.4 | 42.4 | 42.4 | 42.4 | 42.4 | 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 | 47.9 | 40.9 | 27.1 | 23.2 | 21.3 | 21.6 | 15.4 | 17.5 | 10.9 | 17.3 | 15.7 | 14.8 | 13.7 | 15.8 | 31.0 | 23.6 | 18.9 |
| TR | NA | -0.1 | -0.02 | 0.02 | 0.06 | 0.1 | 0.11 | 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 | 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 | 1.03 | 1.03 | 1.03 | 1.03 | 1.01 | 1.01 | 1.04 | 1.02 | 1.06 | 1.03 | 1.02 | 1.02 | 1.0 | 0.97 | 0.98 | 0.99 | 0.96 |
| RS | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 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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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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- IWM (iShares Russell 2000) 1.62% (85%)
- WMCR (Wilshire Micro-Cap ETF) (84%)
- SCHA (Schwab US Small-Cap ETF) 1.47% (83%)
- IJR (iShares Core S&P Small-Cap) 1.05% (73%)
- VIOO (Vanguard S&P Small-Cap 600 ETF) 0.94% (72%)
- IWC (iShares Micro-Cap) 1.58% (70%)
- FYX (First Trust Small Cap Core AlphaDEX ETF) 1.46% (66%)
Best Closed End Funds
* Day change on 09/25/2020.Latest Articles Related to SCHA
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