SCHJ:NYE-Schwab 1-5 Year Corporate Bond ETF (USD)

ETF | Others |

Last Closing

USD 48.93

Change

+0.14 (+0.29)%

Market Cap

N/A

Volume

0.04M

Analyst Target

N/A
Analyst Rating

N/A

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: 2024-07-31 )

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N/A

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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 1.14% 36% F 37% F
Dividend Return 1.94% 56% F 49% F
Total Return 3.08% 33% F 34% F
Trailing 12 Months  
Capital Gain 3.75% 41% F 43% F
Dividend Return 3.13% 56% F 47% F
Total Return 6.89% 39% F 41% 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 -1.26% 34% F 32% F
Dividend Return 0.17% 38% F 29% F
Total Return 1.43% 58% F 33% F
Risk Return Profile  
Volatility (Standard Deviation) 3.95% 84% B 93% A
Risk Adjusted Return 4.29% 37% F 30% F
Market Capitalization N/A N/A N/A N/A N/A

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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.