Mail

Canada markets closed

S&P/TSX
21,875.79
-66.41(-0.30%)
S&P 500
5,460.48
-22.39(-0.41%)
DOW
39,118.86
-45.24(-0.12%)
CAD/USD
0.7312
+0.0011(+0.15%)
CRUDE OIL
81.46
-0.28(-0.34%)
Bitcoin CAD
84,833.52
+1,354.75(+1.62%)

Schwab US Large-Cap Value Index (SWLVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD

Add to watchlist

54.82

+0.07

(+0.13%)

At close: 08:00PM EDT

Risk Overview

Morningstar Risk Rating★★★

Number of Years Up4

Number of Years Down2

Best 1 Yr Total Return (Jun 26, 2024)26.46%

Worst 1 Yr Total Return (Jun 26, 2024)N/A

Risk Statistics

3 Years

SWLVXCategory Average

5 Years

SWLVXCategory Average

10 Years

SWLVXCategory Average

Alpha

-3.1-0.01

-3.92-0.03

N/A-0.03

BETA

0.870.01

0.960.01

N/A0.01

Mean Annual Return

0.550.01

0.990.01

N/A0.01

R-squared

86.150.78

87.930.83

N/A0.84

Standard Deviation

16.60.17

18.660.19

N/A0.16

Sharpe Ratio

0.20

0.520

N/A0.01

Treynor Ratio

2.470.04

8.760.07

N/A0.08