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SCHX: Schwab U.S. Large-Cap ETF (ETF)
Basic Info 24.59 0.18(0.73%) July 07
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 11/03/2009 |
| Last Dividend Date: | 06/25/2025 |
| 12-Mo. Yield | 0.65% |
| Expenses | 0.03% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/03/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.1 | 6.7 | 14.7 | 19.9 | 16.5 | 14.6 | 15.8 | 15.4 | 24.9 | 26.8 | -19.4 | 26.8 | 20.8 | 34.1 | -0.6 | 23.1 | 14.2 | 3.0 | 14.3 | 33.5 | 17.1 | 2.7 | 18.0 | 7.3 |
| Sharpe Ratio | NA | 0.52 | 0.62 | 0.95 | 0.81 | 0.71 | NA | 0.83 | 1.66 | 1.76 | -0.85 | 2.01 | 0.59 | 2.59 | -0.12 | 3.31 | 1.06 | 0.2 | 1.27 | 3.03 | 1.35 | 0.11 | 1.0 | 4.34 |
| Draw Down(%) | NA | 19.0 | 19.0 | 19.0 | 25.4 | 34.3 | NA | 34.3 | 8.5 | 10.3 | 25.4 | 5.2 | 34.3 | 6.7 | 18.4 | 2.5 | 10.9 | 11.9 | 6.8 | 5.8 | 9.8 | 19.3 | 15.6 | 1.6 |
| Standard Deviation(%) | NA | 24.1 | 19.9 | 17.4 | 17.6 | 18.6 | NA | 17.5 | 12.8 | 13.3 | 24.7 | 13.3 | 34.7 | 12.6 | 17.1 | 6.8 | 13.2 | 15.3 | 11.3 | 11.0 | 12.8 | 23.3 | 17.8 | 13.0 |
| Treynor Ratio | NA | 0.13 | 0.12 | 0.17 | 0.14 | 0.13 | NA | 0.15 | 0.21 | 0.23 | -0.21 | 0.27 | 0.21 | 0.33 | -0.02 | 0.22 | 0.14 | 0.03 | 0.15 | 0.34 | 0.17 | 0.03 | 0.18 | 0.58 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 |
| Beta | NA | 0.99 | 0.99 | 1.0 | 0.99 | 0.98 | NA | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 | 1.0 | 0.99 | 1.0 | 0.99 | 0.98 | 0.98 | 0.99 | 0.99 | 0.98 | 0.98 | 0.96 |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 0.97 | NA | 0.97 | 0.99 | 1.0 | 1.0 | 1.0 | 0.92 | 0.98 | 0.99 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.6 | 0.6 | 1.5 | 1.2 | 3.3 | 6.0 | N/A | 1.2 | 1.7 | 0.6 | 1.5 | 1.9 | 5.0 | 6.0 | 3.0 | 4.4 | 4.0 | 2.9 | 3.0 | 3.4 | 2.9 | 3.5 | 0.2 |
| Dividend Growth(%) | N/A | -79.8 | -48.0 | -59.3 | -60.8 | N/A | N/A | N/A | -12.5 | 6.4 | -46.6 | -7.3 | -49.7 | -23.6 | 140.2 | -23.2 | 6.5 | 53.3 | 25.2 | -0.5 | 18.2 | -6.9 | 1780.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
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