SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 52.27

Change

-0.27 (-0.51)%

Market Cap

USD 3.66B

Volume

0.12M

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: 2024-07-30 )

ETFs Containing SCHK

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Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 13.48% 54% F 77% C+
Dividend Return 0.69% 55% F 18% F
Total Return 14.18% 54% F 74% C
Trailing 12 Months  
Capital Gain 18.39% 60% D- 79% B-
Dividend Return 1.49% 58% F 23% F
Total Return 19.88% 61% D- 78% C+
Trailing 5 Years  
Capital Gain 79.75% 58% F 82% B
Dividend Return 8.72% 74% C 30% F
Total Return 88.47% 58% F 82% B
Average Annual (5 Year Horizon)  
Capital Gain 13.68% 66% D+ 77% C+
Dividend Return 15.14% 68% D+ 76% C+
Total Return 1.46% 77% C+ 34% F
Risk Return Profile  
Volatility (Standard Deviation) 18.99% 41% F 54% F
Risk Adjusted Return 79.73% 64% D 92% A
Market Capitalization 3.66B 84% B 74% C

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:
Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.