Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/02/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SCHA (Schwab U.S. Small-Cap ETF) | -9.05% | 2.28% | 5.02% | 12.71% | 6.89% | 9.19% | NA | 11.14% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SCHA (Schwab U.S. Small-Cap ETF) | 11/03/2009 | 05/02/2025 |
The return data shown below all have the same latest date: 05/02/2025.
AR inception is since 11/03/2009.
AR inception is since 11/03/2009.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.43 | 2.28 | 5.02 | 12.71 | 6.89 | 9.19 | NA | 11.14 | -9.05 | 12.18 | 19.93 | -19.40 | 16.71 | 19.84 | 26.49 | -11.77 | 14.93 | 19.42 | -4.16 | 6.55 | 39.51 | 18.32 | -3.09 | 28.61 | 9.88 |
| Sharpe Ratio | NA | -0.17 | 0.03 | 0.43 | 0.23 | NA | NA | 0.44 | -0.91 | 0.29 | 0.81 | -0.75 | 0.81 | 0.46 | 1.63 | -0.75 | 1.31 | 1.11 | -0.27 | 0.44 | 2.88 | 1.16 | -0.10 | 1.21 | 4.29 |
| Standard Deviation(%) | NA | 23.64 | 23.08 | 23.39 | 22.77 | NA | NA | 21.98 | 30.39 | 19.16 | 19.48 | 27.96 | 20.66 | 42.23 | 15.36 | 17.49 | 10.92 | 17.35 | 15.68 | 14.81 | 13.70 | 15.84 | 31.05 | 23.64 | 18.90 |
| Draw Down(%) | NA | 27.45 | 27.45 | 30.79 | 42.41 | NA | NA | 42.41 | 24.48 | 9.13 | 16.69 | 26.67 | 11.25 | 42.41 | 8.66 | 26.45 | 5.68 | 15.07 | 15.52 | 12.15 | 4.92 | 12.39 | 28.37 | 19.99 | 4.14 |
| Yield(%) | 0.00 | 1.79 | 2.26 | 1.91 | 1.72 | 2.68 | 2.63 | 3.51 | 0.00 | 2.25 | 2.97 | 0.74 | 1.64 | 1.61 | 1.73 | 1.40 | 1.40 | 1.35 | 1.40 | 1.54 | 1.53 | 2.14 | 1.16 | 1.22 | 0.24 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHA (Schwab U.S. Small-Cap ETF) |
-5.11%
Mar 2017 - Mar 2020 |
-0.84%
Mar 2015 - Mar 2020 |
6.15%
Oct 2013 - Oct 2023 |
9.13%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SCHA (Schwab U.S. Small-Cap ETF) |
23.33%
Sep 2011 - Sep 2014 |
18.35%
Jun 2010 - Jun 2015 |
14.96%
Sep 2011 - Sep 2021 |
11.60%
Jan 2010 - Jan 2025 |
Annualized Rolling Returns Comparison Chart