NYSEArca - Nasdaq Real Time Price • USD
Schwab Fundamental U.S. Large Company ETF (FNDX)
As of 2:54 PM EDT. Market Open.
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
Risk Overview Information Not Available
Performance & Risk
YTD Return | 12.86% |
5y Average Return | 14.53% |
Rank in Category (ytd) | -- |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.90 |
Morningstar Risk Rating | -- |
Risk Statistics
3 Years | 5 Years | 10 Years | ||||
---|---|---|---|---|---|---|
FNDX | Category Average | FNDX | Category Average | FNDX | Category Average | |
Alpha | 1.35 | -0.46 | -0.04 | -2.6 | -1.17 | -2.82 |
BETA | 0.9 | 0.83 | 0.99 | 0.93 | 0.99 | 0.94 |
Mean Annual Return | 0.94 | 0.74 | 1.36 | 1.08 | 1.01 | 0.82 |
R-squared | 88.07 | 77.44 | 88.88 | 81.09 | 90.83 | 82.94 |
Standard Deviation | 17.13 | 16.81 | 18.86 | 18.68 | 15.84 | 15.73 |
Sharpe Ratio | 0.44 | 0.32 | 0.73 | 0.56 | 0.66 | 0.52 |
Treynor Ratio | 7.23 | 5 | 13.23 | 10 | 9.84 | 7.83 |
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