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SCHB: Schwab U.S. Broad Market ETF (ETF)
Basic Info 28.45 0.79(2.70%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (23%) |
| Start Date: | 11/03/2009 |
| Last Dividend Date: | 03/25/2026 |
| 12-Mo. Yield | 1.30% |
| Expenses | 0.03% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/03/2009 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 8.8 | 25.8 | 21.3 | 12.2 | 14.8 | 13.8 | 14.3 | 16.9 | 23.9 | 26.2 | -19.5 | 25.8 | 20.8 | 30.8 | -5.3 | 21.2 | 12.1 | 0.4 | 12.7 | 33.2 | 16.3 | 1.4 | 17.1 | 7.5 |
| Sharpe Ratio | NA | 1.35 | 1.86 | 1.2 | 0.56 | 0.71 | NA | 0.76 | 0.76 | 1.57 | 1.68 | -0.84 | 1.9 | 0.58 | 2.32 | -0.4 | 2.96 | 0.89 | 0.02 | 1.1 | 2.94 | 1.27 | 0.06 | 0.93 | 4.23 |
| Draw Down(%) | NA | 8.9 | 8.9 | 19.3 | 25.4 | 35.3 | NA | 35.3 | 19.3 | 8.5 | 10.8 | 25.4 | 5.2 | 35.3 | 6.8 | 20.2 | 2.7 | 11.3 | 12.0 | 7.5 | 5.7 | 10.0 | 20.1 | 15.9 | 1.9 |
| Standard Deviation(%) | NA | 14.2 | 12.5 | 15.0 | 17.3 | 18.4 | NA | 17.5 | 18.7 | 12.9 | 13.5 | 24.9 | 13.6 | 35.0 | 12.6 | 16.9 | 7.0 | 13.3 | 15.1 | 11.6 | 11.3 | 13.0 | 24.1 | 18.4 | 13.7 |
| Treynor Ratio | NA | 0.19 | 0.23 | 0.18 | 0.1 | 0.13 | NA | 0.13 | 0.14 | 0.2 | 0.22 | -0.21 | 0.26 | 0.21 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.13 | 0.33 | 0.16 | 0.01 | 0.17 | 0.57 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.01 | 1.01 | 1.0 | 1.0 | 0.99 | NA | 0.99 | 0.99 | 1.0 | 1.02 | 1.0 | 1.01 | 0.97 | 1.0 | 0.99 | 1.03 | 1.01 | 0.98 | 1.0 | 1.01 | 1.0 | 1.02 | 1.01 | 1.02 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | NA | 0.98 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.92 | 0.99 | 1.0 | 0.98 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 1.0 | 0.98 |
| Yield(%) | N/A | 0.3 | 1.3 | 1.1 | 0.7 | 1.9 | 2.9 | N/A | 1.3 | 1.2 | 1.7 | 0.6 | 1.5 | 1.9 | 2.3 | 2.0 | 2.0 | 1.6 | 2.0 | 1.9 | 2.1 | 2.4 | 1.8 | 1.7 | 0.2 |
| Dividend Growth(%) | N/A | -76.3 | -46.9 | -52.0 | -42.0 | N/A | N/A | N/A | -57.1 | -12.6 | 7.7 | -47.2 | -7.9 | 7.2 | 8.6 | 19.7 | 39.3 | -22.1 | 14.3 | 17.0 | 0.0 | 29.2 | 28.2 | 638.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/03/2009
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