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α52
Alpha 52
Where AI meets Quant
SCHX
26.83
+ 0.68%
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 4.56% 15.60% 14.81%
Price Trend 0.63 0.94 0.74

Risk Metrics

Metric 3M 6M 1Y
Volatility 6.30% 7.92% 19.04%
Max Drawdown -5.33% -5.33% -19.03%

Risk-Adjusted Metrics

Metric 3M 6M 1Y
Sharpe Ratio 0.57 1.71 0.55
Calmar Ratio 0.86 2.92 0.78
Sortino Ratio 0.72 2.26 0.69
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