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SWSMX: Schwab Small Cap Index Inv (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 12/10/2008 |
| 12-Mo. Yield | 1.83% |
| Expenses | - |
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Performance Analytics (As of 10/14/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 9.6 | -9.9 | -0.1 | 3.2 | 4.6 | 23.2 | -35.1 | -0.3 | 3.3 | 4.7 | 16.5 | 43.4 | -22.3 | -0.9 | 3.7 | 24.2 | -3.5 | 25.7 | 5.6 |
| Sharpe Ratio | NA | 0.2 | -0.33 | -0.07 | 0.05 | 0.09 | 0.78 | -0.8 | -0.18 | -0.01 | 0.15 | 0.87 | 2.26 | -0.94 | -0.14 | -0.02 | 1.43 | -0.34 | 1.55 | 0.58 |
| Draw Down(%) | NA | 39.3 | 61.4 | 61.4 | 61.4 | 61.4 | 34.0 | 50.3 | 13.4 | 13.2 | 10.7 | 14.3 | 15.1 | 35.6 | 25.3 | 19.3 | 12.4 | 37.9 | 10.3 | 11.3 |
| Standard Deviation(%) | NA | 47.8 | 35.3 | 29.1 | 26.1 | 24.0 | 38.5 | 44.8 | 19.1 | 19.9 | 15.5 | 17.9 | 18.9 | 24.9 | 23.8 | 26.5 | 14.6 | 20.3 | 14.1 | 12.5 |
| Treynor Ratio | NA | 0.08 | -0.11 | -0.02 | 0.01 | 0.02 | 0.25 | -0.35 | -0.03 | 0.0 | 0.02 | 0.11 | 0.44 | -0.27 | -0.03 | -0.01 | 0.33 | -0.1 | 0.35 | 0.09 |
| Alpha | NA | -0.01 | -0.01 | 0.0 | 0.02 | 0.0 | -0.02 | 0.02 | -0.02 | -0.06 | 0.0 | 0.01 | 0.05 | -0.01 | 0.05 | 0.05 | 0.03 | -0.08 | 0.01 | -0.03 |
| Beta | NA | 1.12 | 1.08 | 1.1 | 1.03 | 0.96 | 1.22 | 1.02 | 1.11 | 1.42 | 1.36 | 1.41 | 0.96 | 0.86 | 0.97 | 0.89 | 0.62 | 0.68 | 0.62 | 0.79 |
| RSquared | NA | 0.88 | 0.84 | 0.83 | 0.78 | 0.73 | 0.87 | 0.88 | 0.88 | 0.53 | 0.81 | 0.77 | 0.75 | 0.81 | 0.77 | 0.55 | 0.61 | 0.47 | 0.65 | 0.54 |
| Yield(%) | N/A | 1.8 | 5.6 | 5.0 | 4.8 | N/A | 0.0 | 1.4 | 16.6 | 1.0 | 1.3 | 0.7 | 0.8 | 1.0 | 3.8 | 12.1 | 0.2 | 5.2 | 0.5 | 0.5 |
| Dividend Growth(%) | N/A | -93.2 | 733.6 | 42.4 | N/A | N/A | -100.0 | -93.2 | 1550.0 | -17.8 | 124.2 | 14.3 | -32.9 | -75.0 | -72.0 | 6028.2 | -95.8 | 1342.2 | 3.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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