NYSEArca - Delayed Quote USD

Schwab U.S. Aggregate Bond ETF (SCHZ)

44.77 +0.10 (+0.22%)
At close: April 26 at 4:00 PM EDT
44.77 +0.01 (+0.01%)
After hours: April 26 at 4:09 PM EDT

ETF Summary

The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Risk Overview

Performance & Risk

YTD Return -3.05%
5y Average Return -0.19%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating --

Risk Statistics

3 Years5 Years10 Years
SCHZCategory AverageSCHZCategory AverageSCHZCategory Average
Alpha -0.08 -0.16 -0.08 -0.04 -0.07 -0.11
BETA 1 0.97 1 0.98 1 0.97
Mean Annual Return -0.19 -0.19 0.04 0.05 0.13 0.13
R-squared 99.92 97.76 99.92 93.84 99.92 93.14
Standard Deviation 7.23 7.1 6.13 6.19 4.78 4.8
Sharpe Ratio -0.73 -0.74 -0.27 -0.26 0.02 0.01
Treynor Ratio -5.5 -5.65 -1.87 -1.87 0 -0.07

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