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SCHZ: Schwab US Aggregate Bond ETF (ETF)
Basic Info 23.15 0.09(0.39%) July 01
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (31%) |
| Start Date: | 07/14/2011 |
| Last Dividend Date: | 07/01/2025 |
| 12-Mo. Yield | 2.66% |
| Expenses | 0.03% |
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Performance Analytics (As of 07/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/14/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.4 | 4.1 | 6.1 | 2.9 | -0.8 | 1.7 | 2.0 | 1.3 | 5.6 | -13.2 | -1.7 | 7.5 | 8.6 | -0.0 | 3.5 | 2.2 | 0.4 | 6.3 | -2.0 | 3.3 | 4.2 |
| Sharpe Ratio | NA | 0.92 | 0.38 | -0.08 | -0.48 | 0.05 | 0.2 | -0.42 | 0.26 | -1.82 | -0.49 | 0.81 | 2.23 | -0.64 | 1.16 | 0.7 | 0.12 | 2.68 | -0.6 | 1.31 | 2.2 |
| Draw Down(%) | NA | 2.4 | 4.9 | 9.9 | 18.7 | 18.7 | 18.7 | 4.2 | 7.4 | 16.8 | 3.7 | 10.3 | 2.1 | 2.9 | 1.5 | 4.4 | 2.8 | 1.1 | 4.9 | 1.4 | 1.7 |
| Standard Deviation(%) | NA | 5.3 | 5.3 | 6.7 | 6.0 | 5.4 | 4.8 | 5.6 | 7.4 | 8.0 | 3.6 | 8.8 | 3.2 | 2.2 | 2.5 | 2.8 | 3.4 | 2.3 | 3.4 | 2.5 | 4.2 |
| Treynor Ratio | NA | 0.06 | 0.02 | -0.01 | -0.03 | 0.0 | 0.01 | -0.02 | 0.02 | -0.16 | -0.02 | 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 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 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 | 0.84 | 0.89 | 0.91 | 0.91 | 0.88 | 0.84 | 0.94 | 0.93 | 0.9 | 0.87 | 0.92 | 0.86 | 0.64 | 0.77 | 0.63 | 0.71 | 0.59 | 0.73 | 0.56 | 0.61 |
| RSquared | NA | 0.84 | 0.84 | 0.9 | 0.89 | 0.71 | 0.69 | 0.88 | 0.92 | 0.91 | 0.86 | 0.3 | 0.78 | 0.59 | 0.77 | 0.64 | 0.78 | 0.57 | 0.66 | 0.47 | 0.66 |
| Yield(%) | N/A | 2.1 | 2.9 | 3.0 | 2.4 | 2.6 | N/A | 3.4 | 3.3 | 2.2 | 2.1 | 2.5 | 2.9 | 2.7 | 2.4 | 2.2 | 2.1 | 2.1 | 1.9 | 2.1 | 0.8 |
| Dividend Growth(%) | N/A | -69.7 | -22.7 | 11.3 | 2.3 | N/A | N/A | 2.3 | 27.5 | 2.9 | -14.3 | -8.7 | 5.7 | 12.8 | 8.2 | 6.5 | 2.2 | 5.0 | -5.2 | 173.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/14/2011
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