Find A Portfolio/Ticker
Comparison Box
SCHB: Schwab US Broad Market ETF (ETF)
Basic Info 59.87 0.32(0.54%) March 18
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (23%) |
Start Date: | 11/03/2009 |
Last Dividend Date: | 12/06/2023 |
12-Mo. Yield | 1.42% |
Expenses | 0.03% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 03/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/03/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.4 | 7.5 | 31.3 | -13.7 | -0.9 | 4.6 | 8.3 | 26.2 | -59.7 | 25.9 | 20.8 | 30.8 | -5.3 | 21.2 | 12.1 | 0.4 | 12.7 | 33.2 | 16.3 | 1.4 | 17.1 | 7.5 |
Sharpe Ratio | NA | 2.98 | 2.36 | -0.36 | -0.07 | 0.12 | 0.29 | 1.63 | -0.82 | 1.9 | 0.58 | 2.33 | -0.39 | 2.97 | 0.89 | 0.02 | 1.1 | 2.94 | 1.27 | 0.06 | 0.93 | 4.23 |
Draw Down(%) | NA | 1.9 | 10.8 | 62.7 | 62.7 | 62.7 | 62.7 | 10.8 | 62.7 | 5.2 | 35.3 | 6.8 | 20.2 | 2.7 | 11.3 | 12.0 | 7.5 | 5.7 | 10.0 | 20.1 | 15.9 | 1.9 |
Standard Deviation(%) | NA | 11.7 | 12.3 | 44.2 | 38.1 | 28.5 | 25.6 | 13.5 | 74.3 | 13.6 | 35.0 | 12.6 | 16.9 | 7.0 | 13.3 | 15.1 | 11.6 | 11.3 | 13.0 | 24.1 | 18.4 | 13.7 |
Treynor Ratio | NA | 0.35 | 0.29 | -0.15 | -0.02 | 0.04 | 0.07 | 0.22 | -0.58 | 0.26 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.13 | 0.33 | 0.16 | 0.01 | 0.17 | 0.57 |
Alpha | NA | -0.01 | 0.0 | -0.07 | -0.04 | -0.02 | -0.01 | 0.0 | -0.19 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.0 | 0.99 | 1.04 | 1.02 | 1.01 | 1.01 | 1.0 | 1.05 | 1.01 | 1.01 | 1.0 | 0.99 | 1.03 | 1.01 | 0.98 | 1.0 | 1.01 | 1.0 | 1.02 | 1.01 | 1.02 |
RSquared | NA | 0.98 | 0.95 | 0.29 | 0.49 | 0.57 | 0.64 | 0.96 | 0.22 | 0.98 | 1.0 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 0.98 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) (100%)
- MPGFX (Mairs & Power Growth Inv) (100%)
- YACKX (Yacktman Svc) (99%)
- FMIHX (FMI Large Cap) (99%)
- FDGFX (Fidelity Dividend Growth) (99%)
- THPGX (Thompson LargeCap) (99%)
- WVALX (Weitz Value) (99%)
- OAKMX (Oakmark I) (99%)
- SWANX (Schwab Core Equity Inv) (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) (100%)
- IWB (iShares Russell 1000) (97%)
- IYY (iShares Dow Jones US) (96%)
- VTI (Vanguard Total Stock Market ETF) (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) (96%)
- DSI (iShares MSCI KLD 400 Social) (94%)
- EPS (WisdomTree Earnings 500 ETF) (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) (93%)
- IVV (iShares Core S&P 500) (93%)
Best Closed End Funds
- ADX (Adams Express) (95%)
- CLM (Cornerstone Strategic Value) (95%)
- CRF (Cornerstone Total Return Fund) (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) (95%)
- FFA (First Trust Enhanced Equity Income) (94%)
- GAB (Gabelli Equity) (94%)
- GGT (Gabelli Global Multimedia) (94%)
- USA (Liberty All-Star Equity) (94%)
- GRF (Eagle Capital Growth) (94%)