Find A Portfolio/Ticker
Comparison Box
SCHE: Schwab Emerging Markets Equity ETF (ETF)
Basic Info 26.09 0.04(0.15%) September 25
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (57%) |
| Start Date: | 01/14/2010 |
| Last Dividend Date: | 06/24/2020 |
| 12-Mo. Yield | 2.16% |
| Expenses | 0.14% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -3.6 | -4.3 | 6.2 | 2.1 | 8.4 | 2.2 | 2.6 | 20.3 | -13.6 | 32.7 | 13.1 | -16.3 | -0.1 | -4.3 | 17.9 | -19.2 | 15.5 |
| SR | NA | -0.16 | 0.17 | 0.04 | 0.35 | 0.09 | 0.1 | 1.34 | -0.72 | 2.77 | 0.61 | -0.79 | 0.0 | -0.25 | 0.99 | -0.64 | 0.68 |
| DD(%) | NA | 33.8 | 33.8 | 36.2 | 36.2 | 36.2 | 36.2 | 10.4 | 25.8 | 4.5 | 12.3 | 28.1 | 17.9 | 18.2 | 19.0 | 29.5 | 18.2 |
| SD(%) | NA | 37.5 | 32.5 | 23.8 | 21.7 | 21.3 | 21.6 | 14.1 | 20.8 | 11.6 | 21.1 | 20.6 | 16.0 | 17.4 | 18.1 | 29.9 | 23.5 |
| TR | NA | -0.05 | 0.05 | 0.01 | 0.07 | 0.02 | 0.02 | 0.18 | -0.13 | 0.26 | 0.11 | -0.15 | 0.0 | -0.04 | 0.17 | -0.17 | 0.15 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 |
| Beta(%) | NA | 1.17 | 1.17 | 1.16 | 1.16 | 1.13 | 1.12 | 1.08 | 1.19 | 1.23 | 1.15 | 1.09 | 1.14 | 1.1 | 1.06 | 1.11 | 1.08 |
| RS | NA | 0.95 | 0.95 | 0.94 | 0.92 | 0.91 | 0.91 | 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
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 DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- JFAMX (JPMorgan Emerging Mkts Eq A) 0.91% (100%)
- PEMYX (Putnam Emerging Markets Equity Y) 0.49% (100%)
- BIEMX (William Blair Emerging Mkts Growth Instl) 0.55% (99%)
- FEMKX (Fidelity Emerging Markets) 0.60% (98%)
- IJEMX (ING JPMorgan Emerging Mkts Eq Port I) 0.87% (98%)
- FKEMX (Fidelity Emerging Markets K) 0.60% (97%)
- CNWIX (Calamos Evolving World Growth I) 0.48% (97%)
- IEMIX (Invesco Emerging Markets Equity Instl) 0.10% (96%)
- MECGX (Mirae Asset GEM Great Consumer A) 1.04% (95%)
- RNWGX (American Funds New World R6) 0.72% (95%)
Best ETFs
- BKF (iShares MSCI BRIC) 0.11% (78%)
- ADRE (BLDRS Emerging Markets 50 ADR ETF) 0.55% (77%)
- BICK (First Trust BICK ETF) 1.52% (67%)
- DBEM (Deutsche X-trackers MSCI Em Mkts Hdgd Eq) 0.21% (64%)
- SCHE (Schwab Emerging Markets Equity ETF) 0.15% (57%)
- IEMG (iShares Core MSCI Emerging Markets) 0.02% (56%)
- EEM (iShares MSCI Emerging Markets) 0.09% (54%)
- VWO (Vanguard FTSE Emerging Markets ETF) 0.02% (51%)
- PIE (PowerShares DWA Emerging Markets Mom ETF) 0.21% (41%)
- PXR (PowerShares Emerging Markets Infras ETF) (33%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Common) 0.0% (17%)
- IHD (ING Emerging Market High Div. Equity) 0.77% (15%)
Latest Articles Related to SCHE
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments