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SCHZ: Schwab US Aggregate Bond ETF (ETF)
Basic Info 54.27 0.13(0.24%) April 16
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 07/14/2011 |
| Last Dividend Date: | 04/01/2021 |
| 12-Mo. Yield | 2.44% |
| Expenses | 0.05% |
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Performance Analytics (As of 04/16/2021)
| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.3 | -2.6 | -0.3 | 4.9 | 3.0 | 3.1 | 7.5 | 8.6 | -0.0 | 3.5 | 2.0 | 0.4 | 6.3 | -2.0 | 3.1 | 4.2 |
| SR | NA | -2.24 | -0.11 | 0.72 | 0.49 | 0.68 | 0.81 | 2.25 | -0.62 | 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 | 2.1 | 2.9 | 1.5 | 4.5 | 2.8 | 1.1 | 4.9 | 1.4 | 1.7 |
| SD(%) | NA | 3.9 | 3.3 | 5.7 | 4.7 | 4.0 | 8.8 | 3.2 | 2.2 | 2.5 | 2.9 | 3.4 | 2.3 | 3.4 | 2.5 | 4.2 |
| TR | NA | -0.1 | 0.0 | 0.05 | 0.03 | 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 | -0.02 | 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 | 0.83 | 0.88 | 0.83 | 0.73 | 0.92 | 0.86 | 0.64 | 0.77 | 0.62 | 0.71 | 0.59 | 0.73 | 0.56 | 0.61 |
| RS | NA | 0.85 | 0.57 | 0.38 | 0.43 | 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
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See Intermediate-Term Bond Asset Class Trend Rankings |
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* Day change on 04/16/2021.Latest Articles Related to SCHZ
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