Australia markets close in 36 minutes

Schwab Core Equity (SWANX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
23.45-0.07 (-0.30%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up21
Number of years down6
Best 1-yr total return (17 June 2024)31.36%
Worst 1-yr total return (17 June 2024)N/A

Risk statistics

3 years
SWANXCategory average
5 years
SWANXCategory average
10 years
SWANXCategory average
Alpha
-0.71-0.01
-1.69-0.01
-1.69-0.01
BETA
0.910.01
0.960.01
0.990.01
Mean annual return
0.780.01
1.180.01
0.940.01
R-squared
97.140.94
97.720.95
97.270.95
Standard deviation
16.510.17
17.720.19
15.280.15
Sharpe ratio
0.370
0.670.01
0.640.01
Treynor ratio
5.530.03
11.550.1
9.190.1