Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FNDA (Schwab Fundamental U.S. Small Company ETF) | 15.32% | 29.38% | 15.18% | 7.10% | 10.92% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/15/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FNDA (Schwab Fundamental U.S. Small Company ETF) | 08/15/2013 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.63 | 29.38 | 15.18 | 7.10 | 10.92 | NA | NA | … | … | 15.32 | 7.44 | 9.00 | 20.29 | -14.51 | 31.79 | 9.27 | 24.33 | -12.09 | 12.68 | 23.24 | -5.07 | 7.82 | 14.35 |
| Sharpe Ratio | NA | 1.59 | 0.65 | 0.21 | 0.41 | NA | NA | … | … | 1.83 | 0.21 | 0.29 | 0.85 | -0.63 | 1.53 | 0.21 | 1.53 | -0.84 | 1.14 | 1.35 | -0.33 | 0.58 | 3.39 |
| Standard Deviation(%) | NA | 17.24 | 19.51 | 20.89 | 22.47 | NA | NA | … | … | 17.71 | 21.73 | 18.31 | 19.68 | 25.32 | 20.80 | 43.73 | 14.98 | 16.19 | 10.63 | 17.08 | 15.41 | 13.44 | 12.60 |
| Draw Down(%) | NA | 9.36 | 25.92 | 25.92 | 44.64 | NA | NA | … | … | 9.36 | 22.90 | 9.01 | 15.75 | 23.84 | 9.69 | 44.64 | 9.21 | 24.88 | 5.83 | 12.98 | 14.32 | 12.36 | 3.15 |
| Yield(%) | 0.00 | 1.39 | 1.22 | 1.31 | 2.14 | 1.96 | 1.47 | … | … | 0.19 | 1.30 | 1.35 | 1.62 | 1.46 | 2.14 | 2.11 | 1.68 | 1.43 | 1.44 | 1.22 | 1.25 | 1.14 | 0.37 |
Data as of 06/09/2026, Common starting date is 08/15/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNDA (Schwab Fundamental U.S. Small Company ETF) |
-7.93%
Mar 2017 – Mar 2020 |
-2.27%
Mar 2015 – Mar 2020 |
7.22%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FNDA (Schwab Fundamental U.S. Small Company ETF) |
25.87%
Mar 2020 – Mar 2023 |
18.25%
Mar 2020 – Mar 2025 |
11.75%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart