Nasdaq - Delayed Quote
USD
Schwab Short-Term Bond Index (SWSBX)
9.45
+0.02
(+0.21%)
At close: October 30 at 8:04:12 PM EDT
Fund Summary
The index is a broad-based benchmark measuring the performance of U.S. dollar-denominated U.S. Treasury bonds, government related bonds and investment grade U.S. corporate bonds that have a remaining maturity of greater than or equal to one year and less than five years. The fund will invest at least 90% of its net assets in securities included in the index.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 6.05% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 0.84% |
| 5y Average Return | 1.83% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.39 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
SWSBX | Category Average | SWSBX | Category Average | SWSBX | Category Average |
|
Alpha
|
-0.18 | 0.01 | -0.62 | 0.01 | -- | 0 |
|
BETA
|
0.39 | 0 | 0.41 | 0 | -- | 0 |
|
Mean Annual Return
|
0.35 | 0 | 0.13 | 0 | -- | 0 |
|
R-squared
|
87.21 | 0.32 | 87.38 | 0.35 | -- | 0.35 |
|
Standard Deviation
|
2.36 | 0.03 | 2.95 | 0.02 | -- | 0.02 |
|
Sharpe Ratio
|
-0.14 | 0.01 | -0.86 | 0.01 | -- | 0.01 |
|
Treynor Ratio
|
-0.96 | 0.06 | -6.12 | 0.04 | -- | 0.06 |
