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α52
Alpha 52
Where AI meets Quant
SCHX
27.06
- 0.48%
Signal: -11.2
Recovering
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 3.31% 6.92% 17.05%
Price Trend 0.42 0.84 0.94

Risk Metrics

Metric 3M 6M 1Y
Volatility 5.56% 8.32% 18.69%
Max Drawdown -2.88% -5.35% -16.39%

Risk-Adjusted Metrics

Metric 3M 6M 1Y
Sharpe Ratio 0.42 0.60 0.69
Calmar Ratio 1.15 1.29 1.04
Sortino Ratio 0.59 0.78 0.87
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