SWSCX
Schwab SmallCap Equity
$19.30
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
Category | Small Cap |
---|---|
Market Cap | 544.511M |
52 Week High | 21.02 |
52 Week Low | 16.328 |
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Key Data
Symbol | SWSCX |
---|---|
Type | Mutual Fund |
Category | Small Cap |
Price | 19.3 |
Price Yesterday | 19.3 |
Market Cap | 544.51 |
YTD Return | -3.69% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0109 |
Overview
52 Week High | 21.02 |
---|---|
52 Week Low | 16.33 |
Market Cap | 544.51M |
Shares Outstanding | 28.21M |
Income Dividend Yield | 0.38% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 0.38% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -78.11% |
One Months | -41.37% |
Three Months | -1.03% |
Six Months | 30.17% |
Nine Months | 0.71% |
One Year | 12.58% |
Three Years | 2.50% |
Five Years | 7.00% |
Ten Years | 7.22% |
YTD | -11.74% |
Since Inception | 9.49% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -2.97% |
One Month | -4.55% |
Three Months | -0.26% |
Six Months | 13.96% |
Nine Months | 0.54% |
One Year | 12.57% |
Three Years | 7.68% |
Five Years | 40.16% |
Ten Years | 100.62% |
YTD | -3.69% |
Since Inception | 554.02% |
Yearly Returns
2024 | -3.69% |
---|---|
2023 | 19.88% |
2022 | -14.07% |
2021 | 29.54% |
2020 | 7.63% |
2019 | 17.89% |
2018 | -12.13% |
2017 | 10.04% |
2016 | 23.63% |
2015 | -3.70% |
Risk against SP-DA
Alpha | -15.28% |
---|---|
Beta | 1.4 |
Correlation | 85.99% |
Downside Deviation | 3.55% |
Coefficient of determination | 73.94% |
Standard Deviation | 5.54% |
Sharpe Ratio | -0.46 |
Sortino | -2.5 |
Treynor | 5.16 |
Ulcer Index | 5.55 |
Ulcer Performance Index | -1.6 |