NYSEArca - Delayed Quote USD

Schwab Fundamental U.S. Large Company ETF (FNDX)

23.13
0.00
(0.00%)
At close: May 9 at 4:00:00 PM EDT
23.13
0.00
(0.00%)
After hours: May 9 at 4:08:33 PM EDT

ETF Summary

The fund normally will invest at least 90% of its net assets (including, for this purpose, any borrowings for investment purposes) in stocks included in the index. The index measures the performance of the large company size segment by fundamental overall company scores, which are created using as the universe the U.S. companies in the RAFI Global Equity Investable Universe.

Risk Overview

Performance & Risk

YTD Return -1.89%
5y Average Return 16.84%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating --

Risk Statistics

3 Years 5 Years 10 Years
FNDXCategory AverageFNDXCategory AverageFNDXCategory Average
Alpha -2.05 -3.13 1.67 -0.2 -1.14 -2.72
BETA 0.98 0.88 0.94 0.86 0.99 0.93
Mean Annual Return 0.89 0.73 1.39 1.15 0.97 0.78
R-squared 88.82 77.97 85.74 76.64 90.26 82.64
Standard Deviation 17.05 16.35 16.27 15.78 16.05 15.79
Sharpe Ratio 0.36 0.25 0.85 0.69 0.6 0.47
Treynor Ratio 5.02 3.62 14.63 12.2 8.9 6.67

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