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SCHX: Schwab US Large-Cap ETF (ETF)
Basic Info 82.88 0.25(0.30%) October 20
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (91%) |
| Start Date: | 11/03/2009 |
| Last Dividend Date: | 06/24/2020 |
| 12-Mo. Yield | 1.65% |
| Expenses | 0.04% |
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Performance Analytics (As of 10/19/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.0 | 9.0 | 17.5 | 12.7 | 13.5 | 13.7 | 13.8 | 31.2 | -4.5 | 21.9 | 11.3 | 1.0 | 13.3 | 32.4 | 16.1 | 1.5 | 15.9 | 7.3 |
| SR | NA | 0.33 | 0.56 | 0.53 | 0.66 | 0.77 | 0.78 | 2.4 | -0.35 | 3.22 | 0.84 | 0.07 | 1.18 | 2.93 | 1.27 | 0.07 | 0.89 | 4.34 |
| DD(%) | NA | 34.3 | 34.3 | 34.3 | 34.3 | 34.3 | 34.3 | 6.7 | 19.5 | 2.5 | 10.9 | 11.9 | 7.4 | 5.7 | 9.8 | 19.3 | 15.6 | 1.6 |
| SD(%) | NA | 38.1 | 34.1 | 23.1 | 19.3 | 17.4 | 17.4 | 12.4 | 16.9 | 6.6 | 13.1 | 15.2 | 11.3 | 11.0 | 12.7 | 23.3 | 17.7 | 13.0 |
| TR | NA | 0.13 | 0.19 | 0.12 | 0.13 | 0.13 | 0.14 | 0.3 | -0.06 | 0.22 | 0.11 | 0.01 | 0.14 | 0.33 | 0.16 | 0.02 | 0.16 | 0.58 |
| 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 | 0.01 |
| Beta(%) | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 0.99 | 0.98 | 0.98 | 0.97 | 0.96 |
| RS | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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Best ETFs
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- VV (Vanguard Large-Cap ETF) 0.39% (93%)
- VIG (Vanguard Dividend Appreciation ETF) 0.38% (93%)
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Best Closed End Funds
- USA (Liberty All-Star Equity) 0.99% (64%)
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- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.22% (2%)
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