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SCHA: Schwab US Small-Cap ETF (ETF)
Basic Info 101.39 0.54(0.53%) July 30
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (83%) |
| Start Date: | 11/03/2009 |
| Last Dividend Date: | 06/23/2021 |
| 12-Mo. Yield | 0.95% |
| Expenses | 0.08% |
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Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.9 | 14.4 | 49.6 | 12.6 | 13.8 | 12.7 | 14.4 | 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 | 1.2 | 2.31 | 0.41 | 0.55 | 0.57 | 0.65 | 0.45 | 1.63 | -0.75 | 1.31 | 1.1 | -0.27 | 0.44 | 2.88 | 1.16 | -0.1 | 1.21 | 4.29 |
| DD(%) | NA | 8.7 | 9.1 | 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 | 21.9 | 21.5 | 28.7 | 23.7 | 21.7 | 21.7 | 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 | 0.24 | 0.45 | 0.11 | 0.13 | 0.12 | 0.14 | 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 | -0.01 | 0.0 | 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 | 1.1 | 1.1 | 1.04 | 1.04 | 1.02 | 1.02 | 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 | 0.98 | 0.98 | 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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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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- VTWO (Vanguard Russell 2000 ETF) 0.69% (85%)
- SCHA (Schwab US Small-Cap ETF) 0.53% (83%)
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* Day change on 07/30/2021.Latest Articles Related to SCHA
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