FNDA
Schwab Fundamental U.S. Small Company ETF
ETF
$35.66+0.36 (+1.02%)Close Oct 2, 2026
Aug 15, 2013 – Oct 2, 2026, Dividends reinvested
- Final balance
- $34,577
- CAGR
- +9.91%
- Max drawdown
- −44.64%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −2.98%
- 3M
- −4.86%
- 6M
- +9.48%
- YTD
- +14.10%
- 1Y
- +15.53%
- 3Y
- +15.77%
- 5Y
- +7.34%
- 10Y
- +10.21%
- Since 2013
- +9.91%
Metrics
Since 2013| Volatility | 20.81% |
|---|---|
| Sortino ratio | 0.79 |
| Calmar ratio | 0.22 |
| Best year, 2021 | +31.12% |
| Worst year, 2022 | −14.83% |
| Positive years | 9 of 12 |
| Longest drawdown | 2.1 years |
Worst drawdowns
Since 2013| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −44.6% | Jan 2020 | Mar 2020 | Nov 2020 | 10 months |
| −25.9% | Nov 2024 | Apr 2025 | Dec 2025 | 1 year |
| −25.3% | Nov 2021 | Sep 2022 | Dec 2023 | 2.1 years |
| −24.9% | Aug 2018 | Dec 2018 | Jan 2020 | 1.4 years |
| −22.1% | Jun 2015 | Feb 2016 | Aug 2016 | 1.1 years |
Annual returns
2013 from Aug 15 · 2026 through Oct 2