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α52
Alpha 52
Where AI meets Quant
SCHX
27.37
+ 0.37%
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 3.94% 10.58% 19.32%
Price Trend 0.61 0.92 0.86

Risk Metrics

Metric 3M 6M 1Y
Volatility 5.75% 7.84% 18.59%
Max Drawdown -5.35% -5.35% -19.04%

Risk-Adjusted Metrics

Metric 3M 6M 1Y
Sharpe Ratio 0.52 1.10 0.82
Calmar Ratio 0.74 1.98 1.01
Sortino Ratio 0.81 1.44 1.01
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