Find A Portfolio/Ticker
Comparison Box
SCHZ: Schwab US Aggregate Bond ETF (ETF)
Basic Info 55.09 0.06(0.11%) July 30
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 07/14/2011 |
| Last Dividend Date: | 07/01/2021 |
| 12-Mo. Yield | 2.44% |
| Expenses | 0.05% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/30/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | -0.6 | -0.9 | 5.7 | 3.0 | 3.2 | 3.2 | 7.5 | 8.6 | -0.0 | 3.5 | 2.0 | 0.4 | 6.3 | -2.0 | 3.1 | 4.2 |
| SR | NA | -0.29 | -0.28 | 0.86 | 0.48 | 0.71 | 0.72 | 0.81 | 2.25 | -0.61 | 1.17 | 0.64 | 0.12 | 2.68 | -0.6 | 1.24 | 2.21 |
| DD(%) | NA | 3.7 | 4.3 | 10.3 | 10.3 | 10.3 | 10.3 | 10.3 | 2.1 | 2.9 | 1.5 | 4.5 | 2.8 | 1.1 | 4.9 | 1.4 | 1.7 |
| SD(%) | NA | 3.6 | 3.3 | 5.7 | 4.7 | 4.0 | 4.0 | 8.8 | 3.2 | 2.2 | 2.5 | 2.9 | 3.4 | 2.3 | 3.4 | 2.5 | 4.2 |
| TR | NA | -0.01 | -0.01 | 0.06 | 0.03 | 0.04 | 0.04 | 0.08 | 0.08 | -0.02 | 0.04 | 0.03 | 0.01 | 0.11 | -0.03 | 0.06 | 0.15 |
| Alpha(%) | NA | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.02 |
| Beta(%) | NA | 0.91 | 0.91 | 0.89 | 0.84 | 0.74 | 0.74 | 0.92 | 0.86 | 0.64 | 0.77 | 0.62 | 0.71 | 0.59 | 0.73 | 0.56 | 0.61 |
| RS | NA | 0.86 | 0.75 | 0.39 | 0.43 | 0.48 | 0.48 | 0.3 | 0.78 | 0.59 | 0.77 | 0.64 | 0.78 | 0.57 | 0.66 | 0.47 | 0.67 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/2011
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 Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- JSIYX (JPMorgan SmartRetirement Income R6) 0.11% (100%)
- SRBFX (Columbia Intermediate Bond Z) 0.10% (100%)
- UIITX (USAA Intermediate-Term Bond Instl) 0.09% (100%)
- WIPIX (Wells Fargo Advantage Income Plus I) 0.07% (100%)
- USIBX (USAA Intermediate-Term Bond) 0.09% (99%)
- LSIIX (Loomis Sayles Investment Grade Bond Y) 0.09% (99%)
- SAMIX (RidgeWorth Intermediate Bond I) 0.0% (99%)
- DCPFX (Delaware Pooled Core Plus Fixed Income) 0.0% (99%)
- DUGIX (Delaware Core Plus Bond I) 0.0% (99%)
- USAIX (USAA Income) 0.14% (98%)
Best ETFs
- GTO (Invesco Total Return Bond ETF) 0.24% (97%)
- BOND (PIMCO Total Return Active ETF) 0.03% (88%)
- UITB (VictoryShares USAA Cor Intmdt-Trm Bond ETF) 0.04% (87%)
- VCIT (Vanguard Intermediate-Term Corp Bd ETF) 0.13% (85%)
- CMBS (iShares CMBS) 0.04% (72%)
- FBND (Fidelity Total Bond ETF) 0.13% (71%)
- FIXD (First Trust TCW Opportunistic Fixed Income ETF) 0.11% (69%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.15% (61%)
- HTRB (Hartford Total Return Bond ETF) 0.24% (53%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.06% (43%)
Best Closed End Funds
* Day change on 07/30/2021.Latest Articles Related to SCHZ
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments