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SWANX: Schwab Core Equity Inv (MUTUAL FUND)
Basic Info 17.49 0(0.0%) March 22
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (99%) |
| Start Date: | 07/01/1996 |
| Last Dividend Date: | 12/14/2022 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.73% |
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Performance Analytics (As of 03/17/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 2.9 | 3.9 | 28.8 | 35.1 | 14.8 | 14.0 | 10.9 | 9.9 | 16.2 | -1.2 | 11.9 | 29.5 | -9.3 | 24.2 | 6.9 | 0.6 | 14.9 | 31.4 | 14.7 | 0.8 | 12.4 | 20.1 | -33.2 | 5.7 | 15.6 | 9.4 | 13.5 | 28.2 | -19.3 | -17.9 | -7.7 | 27.8 | 27.8 | 31.8 | 13.7 |
| SR | NA | 0.11 | 0.59 | 1.01 | 0.49 | 0.63 | NA | 0.41 | 0.36 | -0.04 | 0.34 | 2.19 | -0.62 | 3.39 | 0.48 | 0.03 | 1.24 | 2.7 | 1.11 | 0.03 | 0.64 | 0.8 | -0.89 | 0.17 | 1.15 | 0.65 | 1.1 | 1.68 | -0.84 | -1.03 | -0.49 | 1.28 | 1.16 | 1.59 | 2.01 |
| DD(%) | NA | 8.8 | 20.6 | 23.7 | 34.7 | 34.7 | NA | 51.3 | 23.7 | 24.9 | 34.7 | 7.0 | 21.2 | 2.0 | 14.0 | 11.8 | 9.0 | 6.2 | 10.9 | 21.6 | 17.1 | 25.3 | 44.9 | 10.0 | 8.2 | 7.8 | 7.7 | 13.2 | 27.9 | 29.9 | 20.8 | 10.1 | 22.5 | 11.0 | 6.6 |
| SD(%) | NA | 16.9 | 41.5 | 29.0 | 26.6 | 20.8 | NA | 20.5 | 41.7 | 29.6 | 34.4 | 12.8 | 17.1 | 7.0 | 13.9 | 15.8 | 12.0 | 11.6 | 13.3 | 24.7 | 19.2 | 25.1 | 38.4 | 15.9 | 10.7 | 11.1 | 11.4 | 16.4 | 24.1 | 19.9 | 23.9 | 19.2 | 21.1 | 17.7 | 12.6 |
| TR | NA | 0.02 | 0.27 | 0.32 | 0.13 | 0.13 | NA | 0.09 | 0.17 | -0.01 | 0.12 | 0.28 | -0.11 | 0.23 | 0.06 | 0.01 | 0.14 | 0.3 | 0.15 | 0.01 | 0.12 | 0.22 | -0.37 | 0.03 | 0.12 | 0.07 | 0.12 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha(%) | NA | -0.02 | 0.16 | 0.05 | 0.02 | 0.01 | NA | 0.02 | 0.16 | -0.1 | -0.03 | -0.01 | -0.02 | 0.01 | -0.02 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta(%) | NA | 0.96 | 0.92 | 0.93 | 0.96 | 0.97 | NA | 0.97 | 0.9 | 1.08 | 0.99 | 1.02 | 0.99 | 1.01 | 1.04 | 1.01 | 1.04 | 1.03 | 0.97 | 1.03 | 1.05 | 0.91 | 0.93 | 0.98 | 1.01 | 1.04 | 1.01 | NA | NA | NA | NA | NA | NA | NA | NA |
| RS | NA | 0.97 | 0.21 | 0.41 | 0.56 | 0.63 | NA | 0.58 | 0.22 | 0.29 | 0.99 | 0.99 | 0.99 | 0.94 | 0.97 | 0.98 | 0.98 | 0.98 | 0.88 | 0.98 | 0.99 | 0.98 | 0.99 | 0.96 | 0.93 | 0.93 | 0.88 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1996
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