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SCHP: Schwab U.S. TIPS ETF (ETF)
Basic Info 26.6 26.59(49.99%) October 11
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 08/05/2010 |
| Last Dividend Date: | 10/01/2024 |
| 12-Mo. Yield | 3.22% |
| Expenses | 0.04% |
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Performance Analytics (As of 10/11/2024)
| Last 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(%) | 0.2 | 4.2 | 8.8 | -1.0 | 2.4 | 2.2 | 2.7 | 3.9 | -12.1 | 5.9 | 10.9 | 8.5 | -1.4 | 3.0 | 4.6 | -1.8 | 4.1 | -8.9 | 6.3 | 13.4 | 1.2 |
| Sharpe Ratio | NA | -0.38 | 0.44 | -0.65 | 0.02 | 0.13 | 0.29 | -0.05 | -1.46 | 1.29 | 1.28 | 1.84 | -0.92 | 0.69 | 0.99 | -0.33 | 0.92 | -1.53 | 1.39 | 1.98 | 0.4 |
| Draw Down(%) | NA | 2.3 | 2.3 | 14.3 | 14.3 | 14.3 | 14.3 | 6.2 | 14.3 | 2.9 | 10.8 | 2.4 | 3.1 | 2.0 | 4.6 | 5.3 | 3.4 | 10.6 | 2.4 | 3.6 | 5.2 |
| Standard Deviation(%) | NA | 4.7 | 5.3 | 7.2 | 7.0 | 5.7 | 5.7 | 6.8 | 9.3 | 4.5 | 8.3 | 3.9 | 3.0 | 3.5 | 4.5 | 5.5 | 4.5 | 5.9 | 4.5 | 6.7 | 6.9 |
| Treynor Ratio | NA | -0.02 | 0.02 | -0.05 | 0.0 | 0.01 | 0.02 | 0.0 | -0.13 | 0.06 | 0.1 | 0.07 | -0.03 | 0.03 | 0.04 | -0.02 | 0.04 | -0.09 | 0.06 | 0.14 | 0.03 |
| 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 | 0.97 | 0.97 | 1.01 | 1.03 | 1.01 | 1.0 | 0.99 | 1.04 | 0.99 | 1.1 | 0.96 | 0.94 | 0.93 | 0.99 | 0.97 | 0.97 | 0.98 | 0.98 | 0.97 | 0.95 |
| RSquared | NA | 0.9 | 0.93 | 0.96 | 0.94 | 0.94 | 0.94 | 0.98 | 0.97 | 0.96 | 0.88 | 0.93 | 0.91 | 0.92 | 0.95 | 0.97 | 0.92 | 0.96 | 0.94 | 0.96 | 0.97 |
| Yield(%) | N/A | 2.2 | 3.2 | 3.9 | 3.7 | 2.6 | N/A | 3.0 | 5.9 | 4.4 | 1.2 | 2.1 | 2.5 | 1.9 | 1.4 | 0.3 | 1.3 | 0.6 | 1.5 | 3.1 | 0.4 |
| Dividend Growth(%) | N/A | -28.4 | -17.6 | 76.8 | 157.3 | N/A | N/A | -57.4 | 34.0 | 300.1 | -39.5 | -18.3 | 32.8 | 38.9 | 419.2 | -79.3 | 99.7 | -57.2 | -47.2 | 701.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2010
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See Inflation-Protected Bond Asset Class Trend Rankings |
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