Summary
FNDB
Prices · period metrics · 12M
NAV as of 11/06/2026
02/04/2025 → 02/04/2026
Return 30.81% Volatility 16.37% Sharpe 0.96
Official loaded data — not a live quote.

SCHWAB FUNDAMENTAL U.S. BROAD MARKET INDEX ETF

Symbol: FNDB

Exchange: NYSE

Sector: Technology

Category: Large Value

Inception date: 15/08/2013

Latest date: 11/06/2026

Current price: $30.30

Expense ratio: 0.25%

Assets under management
$1.3B
0.90% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

1.95%

Ann. -33.59% (Sharpe / Sortino numerator)

Volatility

14.32%

Sharpe ratio

-2.599

VaR 95%

-1.28%

CVaR 95%: -1.36%
Max drawdown: -5.13%
Sortino ratio: -5.103
Calmar ratio: -6.55

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

10.29%

Ann. 8.29% (Sharpe / Sortino numerator)

Volatility

12.58%

Sharpe ratio

0.370

VaR 95%

-1.28%

CVaR 95%: -1.39%
Max drawdown: -6.65%
Sortino ratio: 0.570
Calmar ratio: 1.25

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

13.08%

Ann. 13.17% (Sharpe / Sortino numerator)

Volatility

12.07%

Sharpe ratio

0.791

VaR 95%

-1.24%

CVaR 95%: -1.50%
Max drawdown: -6.65%
Sortino ratio: 1.199
Calmar ratio: 1.98

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

30.81%

Ann. 19.40% (Sharpe / Sortino numerator)

Volatility

16.37%

Sharpe ratio

0.964

VaR 95%

-1.27%

CVaR 95%: -2.35%
Max drawdown: -7.87%
Sortino ratio: 1.169
Calmar ratio: 2.46

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

43.71%

Ann. 13.70% (Sharpe / Sortino numerator)

Volatility

14.40%

Sharpe ratio

0.699

VaR 95%

-1.29%

CVaR 95%: -2.07%
Max drawdown: -16.83%
Sortino ratio: 0.896
Calmar ratio: 0.81

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

71.51%

Ann. 16.84% (Sharpe / Sortino numerator)

Volatility

13.43%

Sharpe ratio

0.984

VaR 95%

-1.25%

CVaR 95%: -1.85%
Max drawdown: -16.83%
Sortino ratio: 1.335
Calmar ratio: 1.00

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 11/06/2025 - 11/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.109%

Best day

2.026%

31/03/2026
Worst day

-2.376%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
11/06/2026 $30.03 $30.42 $29.94 $30.30 171,600
10/06/2026 $30.10 $30.25 $29.85 $29.86 106,100
09/06/2026 $30.27 $30.35 $29.67 $30.14 176,800
08/06/2026 $30.16 $30.30 $30.09 $30.10 141,600
05/06/2026 $30.40 $30.45 $29.95 $30.03 212,800
04/06/2026 $30.37 $30.55 $30.31 $30.52 137,300
03/06/2026 $30.33 $30.40 $30.29 $30.30 136,900
02/06/2026 $30.13 $30.39 $30.13 $30.34 147,000
01/06/2026 $30.20 $30.27 $30.12 $30.19 105,900
29/05/2026 $30.30 $30.37 $30.23 $30.23 211,700