SAEF:NYE-Schwab Strategic Trust (USD)

ETF | Others |

Last Closing

USD 24.48

Change

+0.55 (+2.31)%

Market Cap

USD 0.02B

Volume

373.00

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-07-11 )

Largest Industry Peers for Others

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AVUV Avantis® U.S. Small Cap Value..

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JAAA Janus Detroit Street Trust - J..

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DFUV Dimensional US Marketwide Valu..

-1.06 (-2.62%)

USD 10.78B

ETFs Containing SAEF

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 4.92% 49% F 54% F
Dividend Return 0.29% 7% C- 5% F
Total Return 5.20% 44% F 47% F
Trailing 12 Months  
Capital Gain 7.27% 53% F 57% F
Dividend Return 0.54% 8% B- 6% D-
Total Return 7.81% 45% F 48% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.78% 62% D 48% F
Dividend Return 2.11% 56% F 39% F
Total Return 0.33% 20% F 8% B-
Risk Return Profile  
Volatility (Standard Deviation) 7.99% 56% F 82% B
Risk Adjusted Return 26.34% 54% F 48% F
Market Capitalization 0.02B 31% F 11% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.