Schwab US Large-Cap ETF (SCHX)

$75.37
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 12 0.98 -1.87% 0.36% 0.04%
U.S. Large Cap 12 0.99 -2.12% - -

* 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 19.75% 20.05% -0.30%
Year-to-Date -1.87% -2.12% 0.24%
1 Year 6.69% 6.30% 0.39%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

12%

(moderate)

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

POTENTIAL GAIN & LOSS Help

The fund's risk of 12% 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)
0.02%