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SCHC: Schwab International Small-Cap Equity ETF (ETF)
Basic Info 38.28 0.68(1.81%) May 02
| Asset Class: | Foreign Small/Mid Blend |
| MyPlanIQ Rating: | (43%) |
| Start Date: | 01/14/2010 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 3.64% |
| Expenses | 0.11% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/14/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.2 | 11.5 | 12.9 | 6.1 | 10.5 | 4.5 | 5.6 | 5.4 | 2.0 | 14.4 | -21.7 | 12.0 | 10.5 | 23.1 | -18.6 | 29.4 | 3.0 | 2.3 | -7.3 | 21.4 | 19.2 | -16.9 | 17.1 |
| Sharpe Ratio | NA | 1.58 | 0.37 | 0.09 | 0.44 | 0.16 | NA | 0.23 | -0.33 | 0.68 | -0.96 | 0.85 | 0.31 | 1.94 | -1.37 | 3.7 | 0.16 | 0.15 | -0.61 | 1.68 | 1.18 | -0.61 | 0.75 |
| Draw Down(%) | NA | 12.9 | 13.9 | 24.0 | 36.5 | 44.0 | NA | 44.0 | 9.8 | 15.5 | 33.8 | 9.2 | 40.7 | 8.7 | 26.9 | 2.6 | 12.3 | 15.0 | 17.9 | 10.4 | 16.3 | 28.3 | 18.5 |
| Standard Deviation(%) | NA | 22.6 | 17.5 | 18.6 | 18.0 | 18.2 | NA | 18.5 | 13.9 | 15.1 | 24.2 | 14.1 | 32.9 | 11.1 | 14.6 | 7.8 | 17.0 | 14.9 | 12.0 | 12.7 | 16.3 | 27.8 | 23.6 |
| Treynor Ratio | NA | 0.35 | 0.07 | 0.02 | 0.08 | 0.03 | NA | 0.05 | -0.05 | 0.1 | -0.21 | 0.13 | 0.14 | 0.24 | -0.19 | 0.32 | 0.03 | 0.02 | -0.08 | 0.23 | 0.21 | -0.16 | 0.16 |
| Alpha | NA | -0.04 | -0.01 | -0.02 | -0.02 | 0.0 | NA | 0.0 | -0.02 | -0.01 | -0.05 | -0.01 | 0.05 | 0.01 | 0.03 | 0.02 | -0.01 | -0.01 | -0.01 | -0.03 | -0.01 | 0.01 | 0.02 |
| Beta | NA | 1.01 | 0.99 | 1.05 | 1.02 | 0.91 | NA | 0.95 | 0.99 | 1.06 | 1.1 | 0.94 | 0.72 | 0.92 | 1.03 | 0.89 | 0.86 | 1.0 | 0.9 | 0.94 | 0.94 | 1.04 | 1.09 |
| RSquared | NA | 0.92 | 0.93 | 0.93 | 0.91 | 0.73 | NA | 0.79 | 0.92 | 0.9 | 0.94 | 0.89 | 0.41 | 0.86 | 0.91 | 0.83 | 0.84 | 0.89 | 0.88 | 0.85 | 0.91 | 0.95 | 0.89 |
| Yield(%) | N/A | 0.0 | 3.6 | 2.7 | 3.5 | 2.8 | 3.3 | N/A | 3.7 | 3.3 | 1.4 | 3.3 | 1.7 | 3.8 | 2.0 | 3.4 | 2.1 | 2.3 | 2.4 | 3.2 | 3.4 | 2.8 | 2.6 |
| Dividend Growth(%) | N/A | -100.0 | 24.7 | -3.3 | 14.7 | N/A | N/A | N/A | 24.7 | 82.9 | -54.6 | 103.0 | -45.6 | 53.4 | -26.9 | 70.6 | -13.2 | -9.9 | -16.4 | 10.4 | -1.6 | 23.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2010
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