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UK markets closed
NIKKEI 225
39,103.22
+486.12
(+1.26%)
HANG SENG
18,868.71
-326.89
(-1.70%)
CRUDE OIL
77.06
-0.51
(-0.66%)
GOLD FUTURES
2,342.20
-50.70
(-2.12%)
DOW
39,291.89
-379.15
(-0.96%)
Bitcoin GBP
53,349.77
-1,900.93
(-3.44%)
Money
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Implications of a snap election on your pensions, savings, tax and investments
Schwab Small Cap Index (SWSSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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33.57
-0.26
(-0.77%)
As of 08:06AM EDT. Market open.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★★
Number of years up
18
Number of years down
8
Best 1-yr total return (21 May 2024)
38.69%
Worst 1-yr total return (21 May 2024)
N/A
Risk statistics
3 years
SWSSX
Category average
5 years
SWSSX
Category average
10 years
SWSSX
Category average
Alpha
-10.61
-0.09
-7.35
-0.06
-5.62
-0.06
BETA
1.07
0.01
1.16
0.01
1.16
0.01
Mean annual return
-0.07
0.01
0.72
0.01
0.76
0.01
R-squared
74.77
0.83
78.22
0.77
75.24
0.78
Standard deviation
21.77
0.26
24.11
0.21
20.39
0.19
Sharpe ratio
-0.18
0
0.27
0.01
0.37
0.01
Treynor ratio
-5.86
0.08
3.19
0.1
4.95
0.09
Data disclaimer
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