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Schwab Fundamental US Large Company Idx (SFLNX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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26.59

+0.02

(+0.08%)

As of 08:06AM EDT. Market open.

Risk overview

Morningstar risk rating★★★

Number of years up11

Number of years down5

Best 1-yr total return (2 Jul 2024)42.14%

Worst 1-yr total return (2 Jul 2024)N/A

Risk statistics

3 years

SFLNXCategory average

5 years

SFLNXCategory average

10 years

SFLNXCategory average

Alpha

-0.25-0.01

-0.82-0.03

-1.43-0.03

BETA

0.90.01

0.990.01

0.990.01

Mean annual return

0.840.01

1.230.01

0.980.01

R-squared

88.50.78

89.40.83

91.260.84

Standard deviation

17.050.17

18.920.19

15.860.16

Sharpe ratio

0.40

0.660

0.640.01

Treynor ratio

6.260.04

11.590.07

9.530.08