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SCHG: Schwab U.S. Large-Cap Growth ETF (ETF)
Basic Info 88.85 0.45(0.50%) April 25
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | (25%) |
Start Date: | 12/11/2009 |
Last Dividend Date: | 03/20/2024 |
12-Mo. Yield | 0.44% |
Expenses | 0.04% |
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Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 12/11/2009 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 7.2 | 40.4 | -13.7 | 2.1 | 7.7 | 10.1 | 50.1 | -65.9 | 28.1 | 39.1 | 36.0 | -1.4 | 28.0 | 6.6 | 3.2 | 15.8 | 34.0 | 16.9 | -0.7 | 16.9 | 2.6 |
Sharpe Ratio | NA | 0.85 | 1.89 | -0.35 | 0.01 | 0.22 | 0.34 | 2.72 | -0.88 | 1.57 | 1.07 | 2.49 | -0.14 | 3.66 | 0.45 | 0.21 | 1.29 | 3.01 | 1.21 | -0.03 | 0.91 | 5.32 |
Draw Down(%) | NA | 6.7 | 10.1 | 67.3 | 67.3 | 67.3 | 67.3 | 10.1 | 67.0 | 10.2 | 32.4 | 7.7 | 21.6 | 2.2 | 12.9 | 11.9 | 7.7 | 5.8 | 10.5 | 20.6 | 16.3 | 1.2 |
Standard Deviation(%) | NA | 16.6 | 15.8 | 46.5 | 40.2 | 30.2 | 27.0 | 17.0 | 77.0 | 17.9 | 36.1 | 13.9 | 19.4 | 7.5 | 14.2 | 15.6 | 12.3 | 11.3 | 14.0 | 24.7 | 18.5 | 12.4 |
Treynor Ratio | NA | 0.16 | 0.34 | -0.19 | 0.0 | 0.07 | 0.1 | 0.52 | -0.77 | 0.35 | 0.39 | 0.54 | -0.03 | 0.33 | 0.07 | 0.03 | 0.18 | 0.37 | 0.18 | -0.01 | 0.18 | 0.67 |
Alpha | NA | 0.01 | 0.02 | -0.03 | -0.02 | -0.01 | -0.01 | 0.03 | -0.18 | 0.06 | -0.05 | 0.02 | -0.01 | 0.01 | 0.03 | -0.02 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.03 |
Beta | NA | 0.87 | 0.88 | 0.87 | 0.91 | 0.89 | 0.9 | 0.89 | 0.87 | 0.79 | 0.99 | 0.64 | 0.91 | 0.83 | 0.94 | 0.95 | 0.88 | 0.91 | 0.94 | 0.92 | 0.95 | 0.98 |
RSquared | NA | 0.97 | 0.96 | 0.38 | 0.54 | 0.59 | 0.65 | 0.96 | 0.29 | 0.9 | 0.96 | 0.71 | 0.97 | 0.9 | 0.95 | 0.97 | 0.96 | 0.95 | 0.96 | 0.98 | 0.97 | 0.88 |
Yield(%) | N/A | 0.1 | 0.6 | 0.3 | 0.7 | 1.3 | N/A | 0.7 | 0.2 | 0.5 | 0.7 | 1.1 | 1.2 | 1.3 | 0.9 | 1.2 | 1.2 | 1.4 | 1.6 | 1.0 | 0.8 | 0.0 |
Dividend Growth(%) | N/A | -73.0 | 18.2 | -41.7 | -16.2 | N/A | N/A | 19.4 | -55.1 | 3.0 | -13.0 | -12.5 | 22.2 | 60.0 | -29.7 | 14.3 | 14.3 | 2.1 | 60.0 | 36.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/11/2009
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