Analysis for Schwab U.S. Large-Cap Growth ETF
Analysis summary
Schwab U.S. Large-Cap Growth ETF (SCHG) currently has a total score of 60 points, placing it in the strong range. The score is made up of Performance (73), Stability (60) and Trend (30). The profile is clearly uneven: Performance stands out while Trend lags.
Performance scores 73 points (strong). Key strength: 10Y return at 426.8 %. Main drag: 1Y return at 5.4 %. This suggests stronger long-term than short-term performance.
Stability scores 60 points (strong). Key strength: CAGR/drawdown ratio at 0.52. Main drag: Sharpe ratio (90d) at -0.53. Higher Stability points are better and typically reflect calmer swings and smaller drawdowns—but prices can still fall.
Trend scores 30 points (weak). Trend signals are mostly negative right now. Least weak metric: 12M momentum at 12.4 %. Main drag: Price is about 5.7 % below SMA50.
Overall, the profile has a clear strength in Performance, while Trend is the main limiter. On a metric level, CAGR/drawdown ratio stands out, while Sharpe ratio (90d) is the main weak spot.
(Historical evaluation, not investment advice.)
Metrics
Performance
Stability
FAQ
- What investor type does Schwab U.S. Large-Cap Growth ETF fit best in FoxScore?
- Schwab U.S. Large-Cap Growth ETF fits a more opportunity-seeking investor type in FoxScore: performance is the strongest sub-score. That suggests above-average historical returns — but check stability to ensure the performance wasn’t “paid for” with high volatility or deep drawdowns.
- How meaningful is the available history for Schwab U.S. Large-Cap Growth ETF?
- Schwab U.S. Large-Cap Growth ETF currently has about 15 years of price history available. That covers multiple market cycles including crisis phases, making long-term interpretation of returns, drawdowns and trend shifts more reliable.
- What is FoxScore good for — and what is it not for?
- FoxScore is an analysis and comparison tool: it helps you sort assets quickly, compare profiles and spot strengths/weaknesses. It’s not a substitute for your own research or fundamental analysis, and it’s not a buy/sell recommendation.