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Schwab Small-Cap Equity (SWSCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
21.02+0.11 (+0.53%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up15
Number of Years Down5
Best 1 Yr Total Return (Mar 26, 2024)43.34%
Worst 1 Yr Total Return (Mar 26, 2024)N/A

Risk Statistics

3 Years
SWSCXCategory Average
5 Years
SWSCXCategory Average
10 Years
SWSCXCategory Average
Alpha
-4.3-0.09
-6.85-0.06
-5.3-0.06
BETA
0.980.01
1.140.01
1.150.01
Mean Annual Return
0.690.01
0.870.01
0.80.01
R-squared
72.540.83
77.20.77
74.430.78
Standard Deviation
20.310.26
23.670.21
20.10.19
Sharpe Ratio
0.270
0.350.01
0.40.01
Treynor Ratio
3.80.08
5.120.1
5.550.09