SCHZ:NYE-Schwab U.S. Aggregate Bond ETF (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 47.62

Change

0.00 (0.00)%

Market Cap

USD 8.49B

Volume

0.31M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-28 )

ETFs Containing SCHZ

FIVR 11.58 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.15% 55% F 34% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.15% 55% F 34% F
Trailing 12 Months  
Capital Gain 7.66% 36% F 37% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.66% 36% F 37% F
Trailing 5 Years  
Capital Gain -11.57% 45% F 36% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.57% 45% F 36% F
Average Annual (5 Year Horizon)  
Capital Gain -4.30% N/A N/A 18% F
Dividend Return -2.35% N/A N/A 14% F
Total Return 1.95% N/A N/A 44% F
Risk Return Profile  
Volatility (Standard Deviation) 6.01% N/A N/A 88% B+
Risk Adjusted Return -39.13% N/A N/A 8% B-
Market Capitalization 8.49B 86% B+ 84% B

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:
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:

There is nothing we particularly dislike