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SWBDX: SCHWAB SHORT-TERM BOND MARKET FUND SCHWAB SHORT-TERM BOND MARKET FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/27/1991 |
| Last Dividend Date: | 07/31/2017 |
| 12-Mo. Yield | 1.13% |
| Expenses | 0.29% |
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Performance Analytics (As of 10/25/2017)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/27/1991 |
2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.4 | 1.0 | 0.9 | 1.0 | 1.8 | 2.9 | 3.5 | 1.3 | 1.3 | 0.7 | 1.1 | 0.0 | 1.9 | 2.7 | 3.4 | 2.5 | -5.4 | 4.6 | 4.6 | 1.6 | 2.0 | 3.5 | 6.0 | 7.4 | 9.2 | 1.6 | 7.0 | 6.9 | 4.1 | 11.0 | -2.8 | 6.6 | 5.8 | 3.1 |
| Sharpe Ratio | NA | -0.12 | 0.46 | 0.51 | 0.32 | NA | NA | 0.65 | 0.68 | 0.63 | 0.34 | 0.8 | 0.0 | 1.67 | 1.51 | 1.56 | 0.75 | -1.37 | 0.55 | 0.57 | -0.37 | 0.45 | 0.99 | 1.61 | 1.59 | 1.91 | -0.72 | 1.35 | 1.22 | 0.17 | 2.5 | -1.87 | 1.49 | 0.96 | 10.22 |
| Draw Down(%) | NA | 1.5 | 1.9 | 1.9 | 9.5 | NA | NA | 9.5 | 0.6 | 1.9 | 1.1 | 0.9 | 1.6 | 0.6 | 0.9 | 1.8 | 2.8 | 9.4 | 1.2 | 0.7 | 1.1 | 2.3 | 2.5 | 1.5 | 2.5 | 1.1 | 1.5 | 1.2 | 1.0 | 1.8 | 0.9 | 4.9 | 2.1 | 2.8 | 0.1 |
| Standard Deviation(%) | NA | 1.4 | 1.7 | 1.5 | 2.3 | NA | NA | 2.6 | 1.4 | 1.7 | 1.9 | 1.4 | 1.3 | 1.1 | 1.8 | 2.1 | 3.2 | 4.6 | 2.7 | 2.1 | 1.8 | 2.3 | 2.8 | 3.0 | 3.2 | 2.6 | 2.5 | 2.6 | 2.7 | 2.9 | 2.8 | 3.1 | 3.0 | 3.5 | 3.8 |
| Treynor Ratio | NA | 0.0 | 0.01 | 0.01 | 0.01 | NA | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.0 | 0.04 | 0.03 | 0.04 | 0.03 | -0.08 | 0.02 | 0.01 | -0.01 | 0.01 | 0.02 | 0.05 | 0.08 | 0.11 | -0.03 | 0.07 | 0.06 | 0.01 | 0.08 | -0.06 | 0.04 | 0.04 | 0.4 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.03 |
| Beta | NA | 0.73 | 0.84 | 0.79 | 0.82 | NA | NA | 0.8 | 0.76 | 0.78 | 0.95 | 0.77 | 0.7 | 0.5 | 0.85 | 0.9 | 0.85 | 0.82 | 0.97 | 1.01 | 1.0 | 0.98 | 1.12 | 0.93 | 0.63 | 0.47 | 0.59 | 0.5 | 0.5 | 0.71 | 0.92 | 0.96 | 0.99 | 0.9 | 0.98 |
| RSquared | NA | 0.53 | 0.62 | 0.57 | 0.55 | NA | NA | 0.55 | 0.5 | 0.57 | 0.72 | 0.54 | 0.51 | 0.32 | 0.55 | 0.68 | 0.58 | 0.49 | 0.78 | 0.8 | 0.75 | 0.75 | 0.78 | 0.74 | 0.41 | 0.21 | 0.36 | 0.28 | 0.21 | 0.54 | 0.82 | 0.75 | 0.57 | 0.62 | 0.7 |
| Yield(%) | N/A | 1.1 | 1.1 | 1.0 | 1.6 | 2.2 | 3.1 | N/A | 0.8 | 1.2 | 1.1 | 0.9 | 0.8 | 1.0 | 1.3 | 1.5 | 2.7 | 3.8 | 5.1 | 4.6 | 3.4 | 2.8 | 3.2 | 3.9 | 5.7 | 6.2 | 5.1 | 5.5 | 6.0 | 6.1 | 6.4 | 5.2 | 5.4 | 5.8 | 0.9 |
| Dividend Growth(%) | N/A | -2.6 | 22.6 | -56.8 | -65.9 | N/A | N/A | N/A | -29.2 | 7.9 | 18.8 | 16.4 | -19.8 | -23.5 | -11.9 | -45.1 | -34.4 | -26.2 | 12.1 | 30.5 | 23.0 | -11.9 | -17.9 | -30.2 | -6.1 | 16.9 | -5.6 | -7.2 | -3.8 | -1.0 | 13.0 | -2.2 | -7.5 | 556.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/27/1991
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