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SCHZ: Schwab US Aggregate Bond ETF (ETF)
Basic Info 56.14 0(0.0%) September 25
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 07/14/2011 |
| Last Dividend Date: | 09/01/2020 |
| 12-Mo. Yield | 2.25% |
| Expenses | 0.05% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 6.9 | 7.3 | 5.0 | 4.1 | 3.5 | 8.6 | -0.0 | 3.5 | 2.0 | 0.4 | 6.3 | -2.0 | 3.1 | 4.2 |
| SR | NA | 0.9 | 0.77 | 0.72 | 0.73 | 0.78 | 2.25 | -0.62 | 1.17 | 0.64 | 0.12 | 2.68 | -0.6 | 1.24 | 2.21 |
| DD(%) | NA | 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 | 10.2 | 8.9 | 5.6 | 4.6 | 4.0 | 3.2 | 2.2 | 2.5 | 2.9 | 3.4 | 2.3 | 3.4 | 2.5 | 4.2 |
| TR | NA | 0.1 | 0.07 | 0.05 | 0.04 | 0.04 | 0.08 | -0.02 | 0.04 | 0.03 | 0.01 | 0.11 | -0.03 | 0.06 | 0.15 |
| Alpha(%) | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.02 |
| Beta(%) | NA | 0.92 | 0.92 | 0.86 | 0.8 | 0.73 | 0.86 | 0.64 | 0.77 | 0.62 | 0.71 | 0.59 | 0.73 | 0.56 | 0.61 |
| RS | NA | 0.29 | 0.31 | 0.36 | 0.41 | 0.47 | 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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