Canada markets closed

Schwab Core Equity (SWANX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
22.48+0.05 (+0.22%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up21
Number of Years Down6
Best 1 Yr Total Return (May 15, 2024)31.36%
Worst 1 Yr Total Return (May 15, 2024)N/A

Risk Statistics

3 Years
SWANXCategory Average
5 Years
SWANXCategory Average
10 Years
SWANXCategory Average
Alpha
-0.76-0.01
-1.83-0.01
-1.67-0.01
BETA
0.910.01
0.960.01
0.990.01
Mean Annual Return
0.670.01
0.990.01
0.920.01
R-squared
97.10.94
97.780.95
97.250.95
Standard Deviation
16.320.17
17.960.19
15.230.15
Sharpe Ratio
0.30
0.540.01
0.630.01
Treynor Ratio
4.140.03
8.880.1
8.980.1