SCHM:NYE-Schwab U.S. Mid-Cap ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 82.71

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.18M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-22 )

ETFs Containing SCHM

N/A

Market Performance

  Market Performance vs. Industry/Classification (Mid-Cap Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 9.81% 17% F 58% F
Dividend Return 0.69% 53% F 15% F
Total Return 10.50% 17% F 51% F
Trailing 12 Months  
Capital Gain 22.70% 22% F 67% D+
Dividend Return 1.27% 33% F 17% F
Total Return 23.97% 17% F 63% D
Trailing 5 Years  
Capital Gain 46.08% 6% D- 69% C-
Dividend Return 7.99% 67% D+ 26% F
Total Return 54.07% 6% D- 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.65% 17% F 70% C-
Dividend Return 12.06% 22% F 68% D+
Total Return 1.41% 78% C+ 33% F
Risk Return Profile  
Volatility (Standard Deviation) 22.66% 50% F 46% F
Risk Adjusted Return 53.22% 17% F 70% C-
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:
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.

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.

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.