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SCHO: Schwab Short-Term U.S. Treasury ETF (ETF)
Basic Info 47.85 0.02(0.04%) April 18
Asset Class: | SHORT GOVERNMENT |
MyPlanIQ Rating: | (17%) |
Start Date: | 08/05/2010 |
Last Dividend Date: | 04/01/2024 |
12-Mo. Yield | 3.78% |
Expenses | 0.03% |
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Performance Analytics (As of 04/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 08/05/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.0 | -0.2 | 2.6 | -0.1 | 1.0 | 0.9 | 0.8 | 4.3 | -3.9 | -0.6 | 3.1 | 3.5 | 1.6 | 0.3 | 0.6 | 0.4 | 0.5 | 0.4 | 0.2 | 1.5 | 0.1 |
Sharpe Ratio | NA | -1.95 | -0.69 | -1.07 | -0.27 | -0.08 | 0.06 | 0.02 | -2.29 | -0.9 | 2.73 | 1.63 | 0.29 | -0.37 | 0.35 | 0.37 | 0.61 | 0.65 | 0.2 | 1.33 | 0.25 |
Draw Down(%) | NA | 0.8 | 1.6 | 5.6 | 5.6 | 5.6 | 5.6 | 1.6 | 5.0 | 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 | 2.0 | 2.1 | 2.2 | 1.8 | 1.4 | 1.3 | 2.7 | 2.3 | 0.7 | 1.0 | 1.3 | 0.9 | 0.8 | 1.0 | 1.0 | 0.8 | 0.6 | 0.6 | 1.1 | 1.1 |
Treynor Ratio | NA | -0.06 | -0.02 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | -0.07 | -0.01 | 0.05 | 0.04 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.03 | 0.01 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 0.61 | 0.62 | 0.69 | 0.67 | 0.64 | 0.62 | 0.69 | 0.74 | 0.42 | 0.61 | 0.55 | 0.45 | 0.41 | 0.61 | 0.57 | 0.55 | 0.34 | 0.28 | 0.52 | 0.52 |
RSquared | NA | 0.78 | 0.77 | 0.82 | 0.79 | 0.73 | 0.69 | 0.82 | 0.86 | 0.45 | 0.63 | 0.6 | 0.43 | 0.28 | 0.62 | 0.68 | 0.51 | 0.35 | 0.18 | 0.47 | 0.68 |
Yield(%) | N/A | 1.1 | 4.0 | 2.0 | 1.9 | 1.4 | N/A | 3.8 | 1.3 | 0.4 | 1.3 | 2.3 | 1.8 | 1.1 | 0.6 | 0.7 | 0.5 | 0.3 | 0.2 | 0.4 | 0.1 |
Dividend Growth(%) | N/A | -71.0 | 98.0 | 22.2 | 82.6 | N/A | N/A | 181.5 | 225.0 | -69.2 | -43.0 | 26.7 | 60.7 | 86.7 | -14.3 | 45.8 | 71.4 | 27.3 | -45.0 | 233.3 | 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) 0.05% (98%)
- SHV (iShares Short Treasury Bond ETF) 0.05% (96%)
- VGSH (Vanguard Short-Term Treasury Index Fund ETF Shares) 0.09% (21%)
- SCHO (Schwab Short-Term U.S. Treasury ETF) 0.04% (17%)