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SWMCX: SCHWAB U.S. MID-CAP INDEX FUND (MUTUAL FUND)
Basic Info 62.3 0.73(1.19%) May 06
Asset Class: | EQUITY |
MyPlanIQ Rating: | (48%) |
Start Date: | 12/20/2017 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 1.51% |
Expenses | 0.04% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.9 | 5.5 | 23.1 | 3.4 | 9.6 | 9.1 | 17.2 | -17.3 | 19.0 | 17.0 | 27.3 | -10.4 | 0.4 |
Sharpe Ratio | NA | 0.73 | 1.19 | 0.03 | 0.33 | 0.34 | 0.82 | -0.73 | 1.22 | 0.45 | 2.02 | -0.73 | 3.43 |
Draw Down(%) | NA | 6.5 | 14.2 | 26.1 | 40.3 | 40.3 | 14.2 | 24.4 | 9.9 | 40.3 | 6.6 | 22.3 | 0.5 |
Standard Deviation(%) | NA | 12.8 | 13.9 | 19.1 | 23.3 | 21.8 | 15.9 | 25.7 | 15.6 | 37.4 | 12.9 | 16.2 | 4.7 |
Treynor Ratio | NA | 0.1 | 0.16 | 0.01 | 0.08 | 0.07 | 0.12 | -0.19 | 0.19 | 0.16 | 0.27 | -0.13 | 0.16 |
Alpha | NA | -0.03 | -0.02 | -0.01 | -0.01 | -0.01 | -0.04 | 0.0 | -0.02 | -0.01 | -0.01 | -0.03 | 0.08 |
Beta | NA | 0.94 | 1.04 | 1.0 | 1.02 | 1.01 | 1.09 | 0.98 | 1.02 | 1.04 | 0.98 | 0.93 | 0.98 |
RSquared | NA | 0.81 | 0.81 | 0.88 | 0.92 | 0.93 | 0.86 | 0.91 | 0.81 | 0.96 | 0.92 | 0.96 | 0.9 |
Yield(%) | N/A | 0.0 | 1.7 | 2.0 | 2.5 | N/A | 1.7 | 1.3 | 3.5 | 1.7 | 3.1 | 1.2 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 8.3 | N/A | N/A | N/A | 8.6 | -56.0 | 139.0 | -31.2 | 124.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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