NYSEArca - Delayed Quote USD

Schwab Fundamental U.S. Broad Market ETF (FNDB)

24.24
+0.15
+(0.62%)
At close: 4:00:00 PM EST

ETF Summary

The fund will invest at least 90% of its net assets in stocks included in the index. The index measures the performance of the constituent companies by fundamental overall company scores (scores), which are created using as the universe the U.S. companies in the RAFI Global Equity Investable Universe. It may invest up to 10% of its net assets in securities not included in the index.

Risk Overview

Performance & Risk

YTD Return 3.57%
5y Average Return 13.37%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
FNDBCategory AverageFNDBCategory AverageFNDBCategory Average
Alpha -0.2 -1.86 -1.41 -3.7 -1.75 -3.17
BETA 0.94 0.84 1.01 0.93 1.01 0.94
Mean Annual Return 0.79 0.6 1.17 0.89 0.99 0.8
R-squared 87.2 77.66 88.35 81.88 90.19 83.24
Standard Deviation 17.43 16.47 19.54 18.69 16.3 15.77
Sharpe Ratio 0.31 0.18 0.58 0.43 0.62 0.5
Treynor Ratio 4.35 10.15 10.07 6.26 9.16 7.14

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