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SWPIX: Schwab S&P 500 Index Inv (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 07/01/1996 |
| Last Dividend Date: | - |
| 12-Mo. Yield | 2.74% |
| Expenses | - |
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Performance Analytics (As of 10/09/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 07/01/1996 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 16.3 | -6.6 | 0.3 | -1.0 | 4.8 | 16.3 | -36.9 | 5.3 | 15.5 | 4.7 | 10.5 | 28.2 | -22.3 | -12.1 | -9.3 | 20.6 | 28.5 | 32.5 | 10.5 |
| Sharpe Ratio | NA | 0.4 | -0.28 | -0.07 | -0.13 | -0.03 | 0.74 | -0.93 | 0.14 | 1.23 | 0.24 | 0.86 | 1.61 | -0.9 | -0.68 | -0.6 | 0.96 | 1.24 | -1.25 | 1.59 |
| Draw Down(%) | NA | 31.8 | 55.2 | 55.2 | 55.2 | 55.2 | 27.2 | 47.5 | 9.8 | 7.5 | 7.0 | 7.6 | 13.8 | 33.1 | 29.2 | 16.6 | 11.9 | 19.2 | 10.7 | 7.1 |
| Standard Deviation(%) | NA | 40.7 | 29.7 | 24.1 | 22.5 | 21.2 | 29.2 | 40.6 | 15.9 | 10.0 | 10.3 | 11.1 | 17.0 | 25.9 | 21.5 | 22.2 | 18.0 | 20.4 | 18.1 | 11.7 |
| Treynor Ratio | NA | 0.17 | -0.08 | -0.02 | -0.03 | -0.01 | 0.22 | -0.38 | 0.02 | 0.12 | 0.02 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | -0.08 | -0.05 | -0.05 | -0.04 | 0.01 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.97 | 0.99 | 0.99 | 1.0 | 0.99 | 0.96 | 0.99 | 1.01 | 0.98 | 1.0 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 0.98 | 0.99 | 0.98 | 0.59 | 0.48 | 0.97 | 1.0 | 1.0 | 1.0 | 1.0 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.7 | 1.7 | 1.9 | 1.3 | N/A | 0.0 | 1.8 | 1.7 | 1.7 | 1.6 | 1.7 | 1.5 | 1.1 | 0.9 | 0.8 | 1.3 | 1.5 | 1.1 | 0.9 |
| Dividend Growth(%) | N/A | 3.6 | 35.7 | 68.9 | N/A | N/A | -100.0 | 3.6 | 13.8 | 10.3 | 1.3 | 39.3 | 5.9 | 14.8 | 3.5 | -31.2 | 9.8 | 75.8 | 36.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/1996
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See LARGE BLEND Asset Class Trend Rankings |
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