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α52
Alpha 52
Where AI meets Quant
SCHX
25.62
- 1.50%
Schwab U.S. Large- Cap ETF
Thematic ETF

Investment Metrics

Overall Rank

For each period (3M, 6M, 1Y), we assign colors to each metric by dividing its values into four equal quartiles. Additionally, a composite rank (1–10) is calculated using seven metrics per symbol for each period, splitting symbols into 10 equal-count quantiles, with 10 indicating the symbol is in the top quantile for the corresponding period and 1 the lowest.

Color Key

4th Quartile
3rd Quartile
2nd Quartile
1st Quartile

Performance Metrics

Metric 3M 6M 1Y
Return 8.24% 11.64% 25.16%
Price Trend 0.74 0.46 0.86

Risk Metrics

Metric 3M 6M 1Y
Volatility 7.37% 9.40% 12.29%
Max Drawdown -8.55% -9.02% -9.02%

Risk-Adjusted Metrics

Metric 3M 6M 1Y
Sharpe Ratio 1.00 1.04 1.73
Calmar Ratio 0.96 1.29 2.79
Sortino Ratio 1.72 1.64 2.52
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