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

ETF | Others |

Last Closing

USD 49.61

Change

+0.05 (+0.10)%

Market Cap

N/A

Volume

0.04M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-09-19 )

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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 2.54% 29% F 33% F
Dividend Return 2.65% 59% D- 54% F
Total Return 5.19% 27% F 33% F
Trailing 12 Months  
Capital Gain 5.64% 24% F 31% F
Dividend Return 3.61% 58% F 51% F
Total Return 9.25% 25% F 30% 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 -1.13% 32% F 31% F
Dividend Return 0.40% 36% F 27% F
Total Return 1.53% 60% D- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 4.15% 82% B 93% A
Risk Adjusted Return 9.71% 37% F 32% 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.