Schwab US Large-Cap ETF (SCHX)

$71.65
C Fund
Sector
Fund TypeETF
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Schwab US Large-Cap ETF 15 0.99 21.08% 0.25% 0.04%
U.S. Large Cap 15 0.99 20.94% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 1.87% 1.76% 0.11%
Year-to-Date 21.08% 20.94% 0.14%
1 Year 4.12% 3.78% 0.33%

Risk, Fees & Styles

(as of 6/30/2019)
RISK PROFILE Help

Fund's Risk

15%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 15% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.04%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$53

Real cost (fees + lost compounding)

$65

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
100%

Return in excess of styles
(over past year)
0.24%