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SCHR: Schwab Intermediate-Term US Treasury ETF (ETF)
Basic Info 24.77 0.02(0.08%) March 21
| Asset Class: | Intermediate Government |
| MyPlanIQ Rating: | (16%) |
| Start Date: | 08/05/2010 |
| Last Dividend Date: | 02/03/2025 |
| 12-Mo. Yield | 4.11% |
| Expenses | 0.03% |
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Performance Analytics (As of 03/21/2025)
| 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(%) | 0.5 | 2.4 | 6.3 | 1.8 | 0.1 | 1.7 | 2.1 | 3.3 | 5.2 | -9.6 | -2.0 | 8.4 | 6.2 | 1.5 | 1.6 | 0.9 | 1.6 | 4.4 | -2.7 | 2.1 | 10.4 | -0.9 |
| Sharpe Ratio | NA | 1.93 | -0.04 | -0.4 | -0.46 | 0.0 | 0.22 | -0.67 | 0.13 | -1.57 | -0.64 | 2.01 | 1.33 | 0.05 | 0.35 | 0.21 | 0.37 | 1.37 | -0.77 | 0.65 | 1.97 | -0.37 |
| Draw Down(%) | NA | 1.0 | 4.1 | 8.1 | 14.7 | 14.7 | 14.7 | 3.5 | 6.1 | 12.4 | 2.9 | 2.2 | 2.3 | 2.7 | 2.2 | 5.2 | 2.7 | 1.3 | 5.2 | 2.6 | 2.5 | 5.3 |
| Standard Deviation(%) | NA | 4.3 | 4.6 | 6.2 | 5.3 | 4.5 | 4.4 | 4.9 | 6.8 | 7.0 | 3.1 | 4.0 | 3.6 | 2.8 | 2.8 | 3.5 | 4.2 | 3.2 | 3.6 | 3.1 | 5.2 | 6.2 |
| Treynor Ratio | NA | 0.09 | 0.0 | -0.03 | -0.03 | 0.0 | 0.01 | -0.04 | 0.01 | -0.11 | -0.02 | 0.15 | 0.05 | 0.0 | 0.01 | 0.01 | 0.02 | 0.05 | -0.03 | 0.02 | 0.1 | -0.02 |
| Alpha | NA | 0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 0.89 | 0.89 | 0.95 | 0.88 | 0.89 | 0.91 | 0.9 | 0.93 | 1.01 | 0.98 | 0.55 | 0.9 | 0.89 | 0.86 | 0.92 | 0.93 | 0.94 | 0.9 | 0.95 | 1.01 | 1.0 |
| RSquared | NA | 0.94 | 0.9 | 0.95 | 0.87 | 0.88 | 0.89 | 0.9 | 0.96 | 0.97 | 0.94 | 0.53 | 0.93 | 0.84 | 0.83 | 0.93 | 0.93 | 0.91 | 0.94 | 0.91 | 0.92 | 0.93 |
| Yield(%) | N/A | 0.4 | 4.1 | 3.7 | 2.7 | 2.4 | N/A | 5.0 | 4.0 | 2.8 | 1.6 | 2.3 | 2.4 | 2.1 | 1.6 | 1.4 | 1.6 | 1.5 | 1.0 | 1.0 | 1.7 | 0.6 |
| Dividend Growth(%) | N/A | -96.4 | -9.1 | 71.5 | 59.1 | N/A | N/A | 26.1 | 27.8 | 68.3 | -28.6 | 1.7 | 13.7 | 27.0 | 13.6 | -7.5 | 8.4 | 38.8 | 3.2 | -34.3 | 193.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/05/2010
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See Intermediate Government Asset Class Trend Rankings |
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