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SCHE: Schwab Emerging Markets Equity ETF (ETF)
Basic Info 24.62 0.26(1.07%) March 30
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (45%) |
| Start Date: | 01/14/2010 |
| Last Dividend Date: | 12/07/2022 |
| 12-Mo. Yield | 2.00% |
| Expenses | 0.14% |
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Performance Analytics (As of 03/27/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.9 | 4.0 | -7.8 | 10.8 | 0.7 | 2.8 | 2.6 | -15.4 | 1.4 | 14.5 | 20.3 | -13.6 | 32.7 | 13.1 | -16.3 | -0.1 | -4.3 | 17.9 | -19.2 | 15.5 |
| SR | NA | 0.17 | -0.57 | 0.49 | -0.02 | 0.1 | 0.09 | -0.74 | 0.08 | 0.43 | 1.34 | -0.72 | 2.77 | 0.61 | -0.79 | 0.0 | -0.25 | 0.99 | -0.64 | 0.68 |
| DD(%) | NA | 11.6 | 24.7 | 34.1 | 34.1 | 36.2 | 36.2 | 29.5 | 13.6 | 33.8 | 10.4 | 25.8 | 4.5 | 12.3 | 28.1 | 17.9 | 18.2 | 19.0 | 29.5 | 18.2 |
| SD(%) | NA | 16.2 | 20.3 | 21.1 | 22.4 | 20.4 | 21.2 | 22.7 | 17.9 | 33.2 | 14.1 | 20.8 | 11.6 | 21.1 | 20.6 | 16.0 | 17.4 | 18.1 | 29.9 | 23.5 |
| TR | NA | 0.02 | -0.11 | 0.1 | 0.0 | 0.02 | 0.02 | -0.16 | 0.01 | 0.12 | 0.18 | -0.12 | 0.26 | 0.11 | -0.15 | 0.0 | -0.04 | 0.17 | -0.17 | 0.15 |
| Alpha(%) | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 |
| Beta(%) | NA | 1.16 | 1.08 | 1.08 | 1.11 | 1.12 | 1.11 | 1.08 | 0.98 | 1.17 | 1.08 | 1.19 | 1.23 | 1.15 | 1.09 | 1.14 | 1.1 | 1.06 | 1.11 | 1.08 |
| RS | NA | 0.92 | 0.9 | 0.89 | 0.91 | 0.9 | 0.91 | 0.91 | 0.81 | 0.95 | 0.92 | 0.91 | 0.87 | 0.89 | 0.91 | 0.85 | 0.81 | 0.92 | 0.93 | 0.95 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/14/2010
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (Vanguard Emerging Mkts Stock Idx) (99%)
- GEMMX (GMO Emerging Markets VI) (97%)
- EMGYX (Wells Fargo Advantage Emerg Mkts Eq Adm) (96%)
- DFEVX (DFA Emerging Markets Value I) (96%)
- HIEMX (Virtus Emerging Markets Opportunities I) (95%)
- AOTIX (Allianz AGIC Emerging Markets Opp I) (95%)
- DEMSX (DFA Emerging Markets Small Cap I) (95%)
- RNWFX (American Funds New World R5) (94%)
- DFCEX (DFA Emerging Markets Core Equity I) (94%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets) (100%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) (99%)
- BKF (iShares MSCI BRIC) (99%)
- DEM (WisdomTree Emerging Markets Eq Inc ETF) (98%)
- DGS (WisdomTree Emerging Markets SmCp Div ETF) (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) (98%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) (98%)
- PXH (PowerShares FTSE RAFI Emerging Mkts ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (45%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.61% (100%)
- IHD (ING Emerging Market High Div. Equity) 1.13% (37%)
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