PortfoliosLab logo

Schwab U.S. Large-Cap ETF

SCHX
ETF · Currency in USD
ISIN
US8085242019
CUSIP
808524201
Issuer
Charles Schwab
Inception Date
Nov 3, 2009
Region
North America (U.S.)
Category
Large Cap Growth Equities
Expense Ratio
0.03%
Index Tracked
Dow Jones U.S. Large-Cap Total Stock Market Index
ETF Home Page
www.schwabfunds.com
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend

SCHXPrice Chart


Click Calculate to get results
S&P 500

SCHXPerformance

The chart shows the growth of $10,000 invested in Schwab U.S. Large-Cap ETF on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $46,702 for a total return of roughly 367.02%. All prices are adjusted for splits and dividends.


SCHX (Schwab U.S. Large-Cap ETF)
Benchmark (S&P 500)

SCHXReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M5.48%
YTD11.37%
6M29.22%
1Y48.49%
5Y17.87%
10Y14.25%

SCHXMonthly Returns Heatmap


Click Calculate to get results

SCHXSharpe 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 ETF Sharpe ratio is 3.01. A Sharpe ratio of 3.0 or higher is considered excellent.

The chart below displays rolling 12-month Sharpe Ratio.


SCHX (Schwab U.S. Large-Cap ETF)
Benchmark (S&P 500)

SCHXDividends

Schwab U.S. Large-Cap ETF granted a 1.14% dividend yield in the last twelve months, as of Apr 24, 2021. The annual payout for that period amounted to $1.15 per share.


PeriodTTM20202019201820172016201520142013201220112010
Dividend$1.15$1.49$1.40$1.29$1.09$1.03$0.99$0.86$0.73$0.74$0.56$0.46
Dividend yield
1.14%1.64%1.82%2.17%1.70%1.93%2.04%1.76%1.65%2.18%1.89%1.54%

SCHXDrawdowns Chart

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


SCHX (Schwab U.S. Large-Cap ETF)
Benchmark (S&P 500)

SCHXWorst Drawdowns

The table below shows the maximum drawdowns of the Schwab U.S. Large-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. Large-Cap ETF is 34.33%, recorded on Mar 23, 2020. It took 95 trading sessions for the portfolio to recover.


Depth
Start
To Bottom
Bottom
To Recover
End
Total
-34.33%Feb 20, 202023Mar 23, 202095Aug 6, 2020118
-19.48%Sep 21, 201865Dec 24, 201875Apr 12, 2019140
-19.27%May 2, 2011108Oct 3, 201185Feb 3, 2012193
-15.62%Apr 26, 201049Jul 2, 201087Nov 4, 2010136
-13.95%Jul 21, 2015143Feb 11, 201680Jun 7, 2016223
-9.91%Jan 29, 20189Feb 8, 2018115Jul 25, 2018124
-9.8%Apr 3, 201243Jun 4, 201252Aug 16, 201295
-9.27%Sep 3, 202014Sep 23, 202035Nov 11, 202049
-7.79%Jan 20, 201014Feb 8, 201021Mar 10, 201035
-7.44%Sep 19, 201419Oct 15, 201412Oct 31, 201431

SCHXVolatility Chart

Current Schwab U.S. Large-Cap ETF volatility is 12.72%. 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.


SCHX (Schwab U.S. Large-Cap ETF)
Benchmark (S&P 500)

Portfolios with Schwab U.S. Large-Cap ETF


Loading data...

More Tools for Schwab U.S. Large-Cap ETF