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SCHH: Schwab U.S. REIT ETF (ETF)
Basic Info 22.84 0.29(1.25%) December 02
| Asset Class: | REAL ESTATE |
| MyPlanIQ Rating: | (17%) |
| Start Date: | 01/13/2011 |
| Last Dividend Date: | 09/25/2024 |
| 12-Mo. Yield | 3.47% |
| Expenses | 0.07% |
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Performance Analytics (As of 12/02/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/13/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 12.6 | 22.8 | -20.4 | -11.1 | -2.3 | 1.9 | 11.2 | -62.5 | 41.1 | -14.8 | 22.9 | -4.2 | 3.7 | 6.5 | 4.4 | 31.9 | 1.2 | 16.7 | 9.5 |
| Sharpe Ratio | NA | 0.55 | 1.17 | -0.53 | -0.32 | -0.13 | 0.03 | 0.35 | -0.87 | 2.77 | -0.34 | 1.73 | -0.33 | 0.3 | 0.37 | 0.25 | 2.89 | 0.08 | 1.24 | 0.33 |
| Draw Down(%) | NA | 11.0 | 11.1 | 66.6 | 66.6 | 66.6 | 66.6 | 21.2 | 65.9 | 7.9 | 44.2 | 6.5 | 13.3 | 6.3 | 14.6 | 16.5 | 7.5 | 18.0 | 9.3 | 22.7 |
| Standard Deviation(%) | NA | 15.6 | 16.0 | 45.2 | 40.7 | 30.7 | 27.9 | 20.0 | 74.0 | 14.8 | 44.1 | 12.4 | 16.7 | 10.3 | 16.9 | 17.5 | 11.0 | 15.6 | 13.6 | 29.9 |
| Treynor Ratio | NA | 0.09 | 0.19 | -0.24 | -0.13 | -0.04 | 0.01 | 0.07 | -0.63 | 0.43 | -0.15 | 0.22 | -0.05 | 0.03 | 0.06 | 0.04 | 0.33 | 0.01 | 0.17 | 0.1 |
| Alpha | NA | 0.0 | 0.0 | -0.06 | -0.05 | -0.03 | -0.02 | 0.0 | -0.19 | 0.01 | -0.04 | -0.02 | 0.01 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.98 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.02 | 0.96 | 1.0 | 0.99 | 1.02 | 1.01 | 0.99 | 1.01 | 0.95 | 1.0 | 0.99 | 0.97 |
| RSquared | NA | 0.99 | 0.99 | 0.34 | 0.56 | 0.63 | 0.69 | 1.0 | 0.21 | 0.94 | 0.97 | 0.95 | 0.98 | 0.98 | 0.99 | 0.99 | 0.97 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 2.1 | 3.3 | 1.3 | 1.7 | 2.5 | N/A | 3.5 | 0.9 | 2.2 | 2.4 | 3.5 | 3.4 | 2.2 | 2.9 | 2.5 | 2.8 | 2.5 | 2.8 | 2.4 |
| Dividend Growth(%) | N/A | -35.0 | 7.3 | -42.4 | -26.6 | N/A | N/A | 37.1 | -38.4 | -26.9 | -17.5 | -6.6 | 52.5 | -19.7 | 17.2 | 15.6 | 8.7 | 1.8 | 26.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/13/2011
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See REAL ESTATE Asset Class Trend Rankings |
Top Rated Funds in REAL ESTATE
Best Mutual Funds
- FRESX (FIDELITY REAL ESTATE INVESTMENT PORTFOLIO FIDELITY REAL ESTATE INVESTMENT PORTFOLIO) 1.27% (96%)
- FHEIX (FIDELITY ADVISOR REAL ESTATE FUND CLASS I) 1.23% (91%)
- FRIFX (FIDELITY REAL ESTATE INCOME FUND FIDELITY REAL ESTATE INCOME FUND) 0.16% (88%)
- FARCX (NUVEEN REAL ESTATE SECURITIES FUND CLASS I) 1.34% (87%)
- HLRRX (REMS REAL ESTATE VALUE-OPPORTUNITY FUND INSTITUTIONAL SHARES) 0.83% (87%)
- NBRFX (NEUBERGER BERMAN REAL ESTATE FUND TRUST CLASS) 1.32% (86%)
- CRARX (VOYA REAL ESTATE FUND CLASS I) 1.23% (85%)
- CREEX (COLUMBIA REAL ESTATE EQUITY FUND COLUMBIA REAL ESTATE EQUITY FUND CLASS Z) 1.39% (84%)
- MRESX (AMG MANAGERS CENTERSQUARE REAL ESTATE FUND CLASS N) 1.37% (84%)
- RRRRX (DEUTSCHE REAL ESTATE SECURITIES FUND INSTITUTIONAL CLASS) 1.55% (83%)
Best ETFs
- ICF (iShares Cohen & Steers REIT ETF) 1.42% (96%)
- RWR (SPDR® Dow Jones REIT ETF) 1.43% (95%)
- PSR (Invesco Active U.S. Real Estate Fund) 1.47% (94%)
- FRI (First Trust S&P REIT Index Fund) 1.37% (93%)
- REM (iShares Mortgage Real Estate Capped ETF) 0.04% (92%)
- REZ (iShares Residential and Multisector Real Estate ETF) 1.73% (91%)
- SCHH (Schwab U.S. REIT ETF) 1.25% (17%)
- KBWY (Invesco KBW Premium Yield Equity REIT ETF) 0.95% (16%)
- MORT (VanEck Mortgage REIT Income ETF) 0.09% (13%)
- ROOF (IQ U.S. Real Estate Small Cap ETF) (13%)
Best Closed End Funds
- RQI (Cohen & Steers Quality Income Realty Fund Inc) 1.87% (100%)
- RNP (Cohen & Steers REIT & Preferred Income Fund Inc) 1.89% (99%)
- RFI (Cohen Steers Total Return Realty Closed Fund) 1.44% (99%)
- NRO (Neuberger Berman RE Securities IF) 2.05% (98%)
- JRS (Nuveen Real Estate Fund) 1.87% (97%)
- PGZ (Principal Real Estate Income Closed Fund) 0.19% (94%)
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