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

ETF | Others |

Last Closing

USD 24.43

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.08M

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: 2024-11-05 )

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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 -49.50% 3% F 10% F
Dividend Return -6.55% 43% F 75% C
Total Return -56.05% 2% F 9% A-
Trailing 12 Months  
Capital Gain -48.08% 3% F 9% A-
Dividend Return -6.42% 42% F 76% C+
Total Return -54.50% 2% F 8% B-
Trailing 5 Years  
Capital Gain -51.00% 10% F 15% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -51.00% 10% F 15% F
Average Annual (5 Year Horizon)  
Capital Gain -1.04% 29% F 29% F
Dividend Return 0.53% 33% F 26% F
Total Return 1.57% 60% D- 38% F
Risk Return Profile  
Volatility (Standard Deviation) 4.54% 80% B- 92% A
Risk Adjusted Return 11.77% 33% F 31% 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.