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SCHP: Schwab US TIPS ETF (ETF)
Basic Info 26.55 0.02(0.08%) July 02
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (41%) |
| Start Date: | 08/05/2010 |
| Last Dividend Date: | 07/01/2025 |
| 12-Mo. Yield | 2.11% |
| Expenses | 0.04% |
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Performance Analytics (As of 07/02/2025)
Not up-to-date? Try| Last 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(%) | 0.4 | 4.5 | 6.1 | 2.2 | 1.5 | 2.6 | 2.8 | 1.9 | 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 | 1.16 | 0.4 | -0.21 | -0.09 | 0.22 | 0.31 | -0.36 | 0.04 | -1.46 | 1.29 | 1.28 | 1.82 | -0.94 | 0.68 | 0.99 | -0.33 | 0.92 | -1.53 | 1.39 | 1.98 | 0.4 |
| Draw Down(%) | NA | 2.8 | 3.7 | 9.3 | 14.3 | 14.3 | 14.3 | 3.6 | 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 | 5.1 | 4.7 | 6.4 | 6.2 | 5.7 | 5.7 | 4.6 | 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 | 0.06 | 0.02 | -0.01 | -0.01 | 0.01 | 0.02 | -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 | 0.0 |
| Beta | NA | 0.96 | 0.95 | 0.99 | 1.0 | 1.01 | 1.0 | 0.96 | 0.99 | 1.04 | 0.98 | 1.1 | 0.96 | 0.94 | 0.93 | 0.99 | 0.97 | 0.97 | 0.98 | 0.98 | 0.97 | 0.95 |
| RSquared | NA | 0.95 | 0.9 | 0.96 | 0.96 | 0.94 | 0.94 | 0.91 | 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 | 1.7 | 1.9 | 3.1 | 3.5 | 2.8 | N/A | 2.6 | 3.0 | 6.0 | 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 | -66.6 | -51.6 | -13.3 | 134.3 | N/A | N/A | -15.3 | -57.6 | 34.9 | 299.9 | -39.6 | -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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