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SCHV: Schwab U.S. Large-Cap Value ETF (ETF)
Basic Info 26.19 0.39(1.51%) May 02
| Asset Class: | LARGE VALUE |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 12/11/2009 |
| Last Dividend Date: | 12/11/2024 |
| 12-Mo. Yield | 2.60% |
| Expenses | 0.04% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/11/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.5 | 0.5 | 11.7 | 8.4 | 14.5 | 10.0 | 11.1 | 11.4 | 15.4 | 11.9 | -6.3 | 28.2 | 8.9 | 25.9 | -7.3 | 16.6 | 15.7 | -1.2 | 11.0 | 31.0 | 15.1 | 3.6 | 14.8 | -0.4 |
| Sharpe Ratio | NA | -0.39 | 0.08 | 0.19 | 0.77 | 0.46 | NA | 0.61 | 0.83 | 0.62 | -0.39 | 2.22 | 0.24 | 2.11 | -0.57 | 2.44 | 1.23 | -0.08 | 1.03 | 2.79 | 1.26 | 0.16 | 0.84 | -0.74 |
| Draw Down(%) | NA | 14.7 | 15.7 | 15.7 | 19.8 | 37.1 | NA | 37.1 | 7.7 | 11.3 | 19.8 | 5.1 | 37.1 | 6.6 | 17.7 | 3.1 | 8.9 | 13.0 | 7.3 | 5.7 | 9.1 | 18.4 | 14.5 | 1.7 |
| Standard Deviation(%) | NA | 23.3 | 15.9 | 15.9 | 16.1 | 17.4 | NA | 16.7 | 10.5 | 12.4 | 20.1 | 12.7 | 35.9 | 11.6 | 15.2 | 6.5 | 12.6 | 15.1 | 10.6 | 11.1 | 12.0 | 22.2 | 17.5 | 9.1 |
| Treynor Ratio | NA | -0.09 | 0.01 | 0.03 | 0.12 | 0.08 | NA | 0.1 | 0.09 | 0.08 | -0.07 | 0.29 | 0.09 | 0.24 | -0.09 | 0.18 | 0.16 | -0.01 | 0.11 | 0.31 | 0.16 | 0.04 | 0.16 | -0.07 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.01 | -0.02 | 0.01 | 0.03 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.03 |
| Beta | NA | 1.03 | 1.01 | 1.03 | 1.01 | 0.98 | NA | 0.97 | 0.99 | 1.02 | 1.06 | 0.98 | 0.97 | 1.01 | 0.96 | 0.91 | 0.94 | 0.97 | 0.97 | 0.99 | 0.94 | 0.92 | 0.95 | 0.93 |
| RSquared | NA | 0.98 | 0.98 | 0.97 | 0.97 | 0.95 | NA | 0.96 | 0.96 | 0.95 | 0.98 | 0.96 | 0.93 | 0.98 | 0.99 | 0.97 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.99 | 0.94 |
| Yield(%) | N/A | 0.0 | 2.6 | 3.9 | 6.1 | 5.0 | 6.5 | N/A | 3.3 | 5.2 | 3.4 | 4.8 | 7.8 | 3.7 | 2.7 | 2.7 | 2.3 | 2.6 | 2.6 | 2.7 | 3.2 | 2.6 | 2.5 | 0.2 |
| Dividend Growth(%) | N/A | -100.0 | -28.5 | -14.6 | 88.4 | N/A | N/A | N/A | -33.1 | 37.6 | -11.6 | -39.9 | 159.4 | 20.7 | 15.8 | 35.1 | -15.9 | 8.8 | 18.5 | -4.8 | 25.1 | 14.6 | 1522.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/11/2009
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See LARGE VALUE Asset Class Trend Rankings |
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Best Closed End Funds
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