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SWHFX: SCHWAB HEALTH CARE FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 26.36 0.13(0.50%) April 29
Asset Class: | Health |
MyPlanIQ Rating: | (58%) |
Start Date: | 07/21/2000 |
Last Dividend Date: | 12/13/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.80% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/24/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.3 | 3.9 | 4.0 | 3.8 | 8.9 | 9.3 | 13.5 | 10.4 | 9.2 | -2.0 | -4.7 | 23.4 | 12.8 | 17.6 | 3.7 | 20.3 | -4.3 | 8.5 | 21.5 | 39.9 | 19.2 | 11.5 | 9.7 | 20.1 | -25.0 | 10.7 | 2.1 | 20.0 | 31.0 | 36.8 | -24.4 | -14.4 | 12.9 |
Sharpe Ratio | NA | 0.77 | 0.02 | 0.08 | 0.41 | 0.51 | NA | NA | 0.47 | -0.56 | -0.32 | 2.05 | 0.44 | 1.3 | 0.15 | 2.41 | -0.3 | 0.49 | 1.59 | 3.52 | 1.65 | 0.56 | 0.66 | 1.0 | -0.84 | 0.6 | -0.1 | 1.47 | 1.97 | 2.1 | -1.01 | -0.83 | 1.29 |
Draw Down(%) | NA | 6.2 | 8.5 | 16.9 | 27.3 | 27.3 | NA | NA | 44.8 | 9.7 | 16.7 | 8.5 | 27.3 | 6.9 | 15.1 | 5.3 | 13.3 | 16.1 | 7.8 | 5.6 | 7.6 | 16.7 | 12.3 | 20.2 | 38.7 | 7.8 | 11.9 | 4.9 | 12.9 | 10.5 | 35.1 | 25.3 | 5.4 |
Standard Deviation(%) | NA | 9.6 | 10.3 | 13.9 | 17.6 | 16.0 | NA | NA | 17.3 | 11.2 | 18.7 | 11.4 | 28.7 | 12.5 | 16.2 | 8.2 | 15.0 | 17.2 | 13.5 | 11.3 | 11.7 | 20.6 | 14.6 | 20.0 | 30.8 | 12.8 | 11.6 | 12.1 | 15.3 | 17.2 | 25.3 | 20.3 | 21.1 |
Treynor Ratio | NA | 0.09 | 0.0 | 0.01 | 0.08 | 0.09 | NA | NA | 0.08 | -0.07 | -0.07 | 0.26 | 0.12 | 0.18 | 0.02 | 0.29 | -0.05 | 0.09 | 0.22 | 0.38 | 0.18 | 0.1 | 0.09 | 0.19 | -0.24 | 0.07 | -0.01 | 0.15 | 0.26 | 0.33 | -0.21 | -0.14 | 0.21 |
Alpha | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | -0.03 | -0.02 | 0.04 | 0.0 | -0.01 | 0.02 | 0.03 | 0.02 | -0.01 | -0.02 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | -0.03 | 0.02 | -0.03 | 0.01 | 0.07 | 0.02 | -0.05 | -0.02 | -0.1 |
Beta | NA | 0.8 | 0.81 | 0.89 | 0.95 | 0.94 | NA | NA | 1.04 | 0.87 | 0.91 | 0.9 | 1.02 | 0.88 | 0.98 | 0.68 | 0.89 | 0.99 | 1.0 | 1.04 | 1.07 | 1.12 | 1.12 | 1.06 | 1.05 | 1.11 | 1.06 | 1.16 | 1.15 | 1.09 | 1.19 | 1.24 | 1.29 |
RSquared | NA | 0.86 | 0.8 | 0.88 | 0.92 | 0.91 | NA | NA | 0.88 | 0.82 | 0.94 | 0.78 | 0.96 | 0.9 | 0.92 | 0.66 | 0.93 | 0.94 | 0.91 | 0.93 | 0.83 | 0.97 | 0.96 | 0.94 | 0.96 | 0.89 | 0.71 | 0.67 | 0.57 | 0.79 | 0.89 | 0.86 | 0.8 |
Yield(%) | N/A | 0.0 | 0.8 | 5.9 | 7.6 | 8.6 | 15.5 | 12.5 | N/A | 0.8 | 3.9 | 13.7 | 11.6 | 5.2 | 9.4 | 8.1 | 2.5 | 15.2 | 14.8 | 13.0 | 14.1 | 0.9 | 1.3 | 1.0 | 0.5 | 1.0 | 0.9 | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 1.8 |
Dividend Growth(%) | N/A | -100.0 | -79.8 | -24.6 | -23.7 | 261.1 | N/A | N/A | N/A | -79.8 | -69.5 | 19.4 | 153.4 | -48.7 | 29.9 | 210.5 | -85.0 | 10.5 | 40.6 | -2.8 | 1573.3 | -21.1 | 46.2 | 44.4 | -40.0 | 15.4 | N/A | N/A | N/A | -100.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/24/2000
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