Last updated 2024-11-21 03:03:28 (EST)

Return and Risk Analysis

Analyze the Average Return and Risk Schwab U.S. Large-Cap Value ETF (SCHV).

PeriodAnnualized
Return
Sharpe
Ratio
Maximum
Drawdown
Past 3 Years6.9%0.22-19.78%
Past 5 Years9.7%0.34-37.08%
Past 10 Years9.2%0.33-37.08%
Past 20 Years-%--%

Basic Information

Basic Information of Schwab U.S. Large-Cap Value ETF (SCHV).

Issuance Information

Full Name of the ETFSchwab U.S. Large-Cap Value ETF
Listing Date2009-12-15

ETF Description

To pursue its goal, the fund generally invests in stocks that are included in the Dow Jones U.S. Large-Cap Value Total Stock Market Index. The index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index actually available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as "value" based on a number of factors.

Disclaimer

1. The information provided is for reference only and does not constitute any guarantee of profits or specific stock and price point recommendations.

2. The information is not complete; for comprehensive data, please refer to the relevant websites.

3. All stock market data analyses are subject to survivorship bias.

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