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Schwab U.S. Small-Cap ETF (SCHA)

ETF · Currency in USD
ISIN
US8085246077
CUSIP
808524607
Issuer
Charles Schwab
Inception Date
Nov 3, 2009
Region
North America (U.S.)
Category
Small Cap Growth Equities
Expense Ratio
0.04%
Index Tracked
Dow Jones U.S. Small-Cap Total Stock Market Total Return Index
ETF Home Page
www.schwabassetmanagement.com
Asset Class
Equity

Asset Class Size

Small-Cap

Asset Class Style

Blend

SCHAPrice Chart


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SCHAPerformance

The chart shows the growth of $10,000 invested in Schwab U.S. Small-Cap ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $42,533 for a total return of roughly 325.33%. All prices are adjusted for splits and dividends.


SCHA (Schwab U.S. Small-Cap ETF)
Benchmark (S&P 500)

SCHAReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-3.17%-2.17%
1M0.61%0.62%
6M0.62%6.95%
1Y5.50%22.39%
5Y11.22%15.44%
10Y12.95%13.73%

SCHAMonthly Returns Heatmap


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SCHASharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Schwab U.S. Small-Cap ETF Sharpe ratio is 0.36. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.

The chart below displays rolling 12-month Sharpe Ratio.


SCHA (Schwab U.S. Small-Cap ETF)
Benchmark (S&P 500)

SCHADividends

Schwab U.S. Small-Cap ETF granted a 1.23% dividend yield in the last twelve months, as of Jan 15, 2022. The annual payout for that period amounted to $1.22 per share.


PeriodTTM202120202019201820172016201520142013201220112010
Dividend$1.22$1.22$0.93$1.05$0.98$0.87$0.92$0.77$0.80$0.60$0.71$0.40$0.34

Dividend yield

1.23%1.19%1.06%1.43%1.69%1.31%1.60%1.61%1.60%1.28%2.12%1.42%1.15%

SCHADrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


SCHA (Schwab U.S. Small-Cap ETF)
Benchmark (S&P 500)

SCHAWorst Drawdowns

The table below shows the maximum drawdowns of the Schwab U.S. Small-Cap ETF. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Schwab U.S. Small-Cap ETF is 42.41%, recorded on Mar 23, 2020. It took 161 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-42.41%Jan 17, 202045Mar 23, 2020161Nov 9, 2020206
-28.37%May 2, 2011108Oct 3, 2011234Sep 6, 2012342
-26.44%Sep 4, 201878Dec 24, 2018266Jan 15, 2020344
-24.96%Jun 24, 2015161Feb 11, 2016191Nov 11, 2016352
-19.99%Apr 26, 201050Jul 6, 201087Nov 5, 2010137
-12.15%Jul 7, 201470Oct 13, 201450Dec 23, 2014120
-11.25%Nov 9, 202129Dec 20, 2021
-9.56%Sep 17, 201242Nov 15, 201231Jan 2, 201373
-9.18%Jan 24, 201812Feb 8, 201868May 17, 201880
-9.04%Jan 20, 201014Feb 8, 201015Mar 2, 201029

SCHAVolatility Chart

Current Schwab U.S. Small-Cap ETF volatility is 18.89%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


SCHA (Schwab U.S. Small-Cap ETF)
Benchmark (S&P 500)

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