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SCHO: Schwab Short-Term US Treasury ETF (ETF)
Basic Info 24.23 0.04(0.16%) May 12
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (17%) |
Start Date: | 08/05/2010 |
Last Dividend Date: | 05/01/2025 |
12-Mo. Yield | 3.70% |
Expenses | 0.03% |
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Performance Analytics (As of 05/09/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/05/2010 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.2 | 2.1 | 6.1 | 3.8 | 1.7 | 1.7 | 1.4 | 4.7 | 5.3 | -3.5 | -0.4 | 3.6 | 3.5 | 1.6 | 0.3 | 0.6 | 0.4 | 0.5 | 0.4 | 0.2 | 1.5 | 0.1 |
Sharpe Ratio | NA | 1.92 | -0.04 | -0.25 | -0.48 | 0.04 | 0.18 | -0.99 | 0.38 | -2.11 | -0.69 | 3.17 | 1.63 | 0.29 | -0.37 | 0.35 | 0.37 | 0.61 | 0.65 | 0.2 | 1.33 | 0.25 |
Draw Down(%) | NA | 0.5 | 0.9 | 2.6 | 5.5 | 5.5 | 5.5 | 0.9 | 1.6 | 4.8 | 0.8 | 0.3 | 0.7 | 0.5 | 0.7 | 1.0 | 0.7 | 0.5 | 0.4 | 0.4 | 0.5 | 0.7 |
Standard Deviation(%) | NA | 1.9 | 1.8 | 2.3 | 1.9 | 1.6 | 1.4 | 1.9 | 2.7 | 2.3 | 0.7 | 1.1 | 1.3 | 0.9 | 0.8 | 1.0 | 1.0 | 0.8 | 0.6 | 0.6 | 1.1 | 1.1 |
Treynor Ratio | NA | 0.05 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.03 | 0.02 | -0.07 | -0.01 | 0.11 | 0.04 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.03 | 0.01 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.72 | 0.62 | 0.67 | 0.63 | 0.61 | 0.57 | 0.58 | 0.69 | 0.74 | 0.42 | 0.3 | 0.55 | 0.45 | 0.41 | 0.58 | 0.57 | 0.55 | 0.34 | 0.24 | 0.47 | 0.21 |
RSquared | NA | 0.75 | 0.65 | 0.76 | 0.7 | 0.67 | 0.61 | 0.61 | 0.79 | 0.85 | 0.45 | 0.3 | 0.6 | 0.43 | 0.28 | 0.59 | 0.69 | 0.52 | 0.34 | 0.17 | 0.43 | 0.28 |
Yield(%) | N/A | 1.4 | 3.7 | 3.8 | 2.6 | 2.0 | N/A | 4.8 | 4.7 | 1.6 | 0.6 | 1.8 | 2.3 | 1.8 | 1.1 | 0.6 | 0.7 | 0.5 | 0.3 | 0.3 | 0.4 | 0.1 |
Dividend Growth(%) | N/A | -85.2 | -28.9 | 170.3 | 88.1 | N/A | N/A | 1.6 | 174.5 | 160.6 | -65.2 | -20.4 | 28.8 | 59.0 | 81.2 | -9.7 | 43.9 | 60.1 | 9.6 | -34.8 | 218.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2010
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See SHORT GOVERNMENT Asset Class Trend Rankings |
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Best ETFs
- SHY (iShares 1-3 Year Treasury Bond ETF) 0.18% (98%)
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- VGSH (Vanguard Short-Term Treasury ETF) 0.19% (21%)
- SCHO (Schwab Short-Term US Treasury ETF) 0.16% (17%)