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Schwab U.S. Large-Cap Growth ETF

SCHG
ETF · Currency in USD
ISIN
US8085243009
CUSIP
808524300
Issuer
Charles Schwab
Inception Date
Dec 11, 2009
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.04%
Index Tracked
Dow Jones U.S. Large-Cap Growth Total Stock Market Total Return Index
ETF Home Page
www.schwabfunds.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth

SCHGPrice Chart


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SCHGPerformance

The chart shows the growth of $10,000 invested in SCHG on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $57,053 for a total return of roughly 470.53%. All prices are adjusted for splits and dividends.


0.00%100.00%200.00%300.00%400.00%500.00%20122014201620182020
470.53%
259.57%
S&P 500

SCHGReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M5.82%
YTD4.82%
6M14.79%
1Y60.67%
5Y22.11%
10Y16.87%

SCHGMonthly Returns Heatmap


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SCHGSharpe 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. Large-Cap Growth ETF Sharpe ratio is 3.21. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


-1.000.001.002.003.004.0020122014201620182020
3.21

SCHGDividends

Schwab U.S. Large-Cap Growth ETF granted a 0.38% dividend yield in the last twelve months, as of Apr 7, 2021. The annual payout for that period amounted to $0.51 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$0.51$0.67$0.76$0.88$0.72$0.58$0.65$0.57$0.49$0.47$0.31$0.22
Dividend yield
0.38%0.52%0.82%1.28%1.01%1.04%1.22%1.09%1.07%1.38%1.03%0.71%

SCHGDrawdowns Chart


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%20122014201620182020
-1.53%

SCHGWorst Drawdowns

The table below shows the maximum drawdowns of the Schwab U.S. Large-Cap Growth 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 {{portfolioName}} is 32.39%, recorded on Mar 23, 2020. It took 55 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-32.39%Feb 20, 202023Mar 23, 202055Jun 10, 202078
-21.59%Oct 2, 201858Dec 24, 201875Apr 12, 2019133
-20.57%Jul 8, 201161Oct 3, 201185Feb 3, 2012146
-17.08%Jul 21, 2015143Feb 11, 2016122Aug 5, 2016265
-16.25%Apr 26, 201049Jul 2, 201085Nov 2, 2010134
-10.95%Sep 3, 202014Sep 23, 202032Nov 6, 202046
-10.48%Apr 3, 201242Jun 1, 201267Sep 6, 2012109
-10.15%Feb 16, 202115Mar 8, 2021
-9.72%Jan 29, 20189Feb 8, 201881Jun 6, 201890
-8.54%Sep 17, 201242Nov 15, 201237Jan 10, 201379

SCHGVolatility Chart

Current Schwab U.S. Large-Cap Growth ETF volatility is 18.63%. The chart below displays rolling 10-day Close-to-Close volatility.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%20122014201620182020
18.63%

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