Find A Portfolio/Ticker
Comparison Box
SCHX: Schwab US Large-Cap ETF (ETF)
Basic Info 50.46 0.09(0.18%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 11/03/2009 |
| Last Dividend Date: | 03/22/2023 |
| 12-Mo. Yield | 1.57% |
| Expenses | 0.03% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/02/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 1.8 | 12.6 | 5.5 | -10.1 | -3.0 | 4.7 | 7.6 | -59.1 | 27.7 | 20.8 | 31.2 | -4.5 | 21.9 | 11.3 | 1.0 | 13.3 | 32.4 | 16.1 | 1.5 | 15.9 | 7.3 |
| SR | NA | 1.89 | 0.12 | -0.24 | -0.1 | 0.14 | 0.27 | -0.82 | 2.07 | 0.59 | 2.4 | -0.34 | 3.22 | 0.84 | 0.07 | 1.18 | 2.93 | 1.27 | 0.06 | 0.89 | 4.34 |
| DD(%) | NA | 7.8 | 16.5 | 62.3 | 62.3 | 62.3 | 62.3 | 62.3 | 4.9 | 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 | 15.2 | 21.1 | 44.7 | 38.3 | 28.4 | 26.0 | 74.3 | 13.3 | 34.7 | 12.4 | 16.9 | 6.6 | 13.1 | 15.2 | 11.3 | 11.0 | 12.7 | 23.3 | 17.7 | 13.0 |
| TR | NA | 0.29 | 0.02 | -0.1 | -0.04 | 0.04 | 0.07 | -0.58 | 0.28 | 0.21 | 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 | -0.07 | -0.04 | -0.02 | -0.01 | -0.19 | 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 | 0.99 | 1.03 | 1.01 | 1.0 | 1.0 | 1.04 | 0.99 | 1.0 | 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 | 0.32 | 0.5 | 0.56 | 0.63 | 0.21 | 0.99 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
- LLPFX (Longleaf Partners) 0.69% (100%)
- LMVTX (Legg Mason Cap Mgmt Value C) 0.42% (100%)
- MPGFX (Mairs & Power Growth Inv) 0.57% (100%)
- YACKX (Yacktman Svc) 0.82% (99%)
- FMIHX (FMI Large Cap) 0.55% (99%)
- FDGFX (Fidelity Dividend Growth) 0.33% (99%)
- THPGX (Thompson LargeCap) 0.35% (99%)
- WVALX (Weitz Value) 0.19% (99%)
- OAKMX (Oakmark I) 0.35% (99%)
- SWANX (Schwab Core Equity Inv) 0.11% (99%)
Best ETFs
- SPY (SPDR S&P 500 ETF) 0.19% (100%)
- XLG (Guggenheim Russell Top 50 Mega Cap ETF) 0.14% (100%)
- IWB (iShares Russell 1000) 0.19% (97%)
- IYY (iShares Dow Jones US) 0.16% (97%)
- VTI (Vanguard Total Stock Market ETF) 0.26% (96%)
- RSP (Guggenheim S&P 500 Equal Weight ETF) 0.34% (96%)
- DSI (iShares MSCI KLD 400 Social) 0.12% (94%)
- EPS (WisdomTree Earnings 500 ETF) 0.24% (94%)
- FEX (First Trust Large Cap Core AlphaDEX ETF) 0.45% (94%)
- IVV (iShares Core S&P 500) 0.17% (93%)
Best Closed End Funds
- ADX (Adams Express) 0.19% (95%)
- CLM (Cornerstone Strategic Value) 0.50% (95%)
- CRF (Cornerstone Total Return Fund) 0.78% (95%)
- ETB (Eaton Vance Tax-Managed Buy-Write Income) 0.23% (95%)
- ETY (Eaton Vance Tax-Managed Divrs Equity Inc) 0.08% (95%)
- FFA (First Trust Enhanced Equity Income) 0.47% (95%)
- GAB (Gabelli Equity) 1.08% (94%)
- GGT (Gabelli Global Multimedia) 0.17% (94%)
- USA (Liberty All-Star Equity) 0.16% (94%)
- GRF (Eagle Capital Growth) 0.48% (94%)
Latest Articles Related to SCHX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
