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

ETF | Mid-Cap Blend |

Last Closing

USD 28.33

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.88M

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: 2024-10-20 )

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 12.84% 44% F 62% D
Dividend Return N/A N/A N/A N/A N/A
Total Return 12.84% 44% F 64% D
Trailing 12 Months  
Capital Gain 31.26% 47% F 68% D+
Dividend Return N/A N/A N/A N/A N/A
Total Return 31.26% 47% F 70% C-
Trailing 5 Years  
Capital Gain 49.92% 37% F 72% C
Dividend Return N/A N/A N/A N/A N/A
Total Return 49.92% 37% F 72% C
Average Annual (5 Year Horizon)  
Capital Gain 11.06% 21% F 70% C-
Dividend Return 12.48% 21% F 68% D+
Total Return 1.41% 83% B 33% F
Risk Return Profile  
Volatility (Standard Deviation) 22.69% 47% F 46% F
Risk Adjusted Return 54.99% 42% F 72% 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.