SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 27.83

Change

+0.33 (+1.20)%

Market Cap

USD 3.82B

Volume

0.20M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-05 )

ETFs Containing SCHK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -39.58% 19% F 13% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -39.58% 19% F 14% F
Trailing 12 Months  
Capital Gain -33.86% 19% F 12% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -33.86% 19% F 13% F
Trailing 5 Years  
Capital Gain -8.03% 17% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -8.03% 17% F 44% F
Average Annual (5 Year Horizon)  
Capital Gain 14.46% 74% C 76% C+
Dividend Return 15.93% 78% C+ 75% C
Total Return 1.47% 79% B- 35% F
Risk Return Profile  
Volatility (Standard Deviation) 19.42% 43% F 55% F
Risk Adjusted Return 82.04% 67% D+ 91% A-
Market Capitalization 3.82B 84% B 75% C

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.

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:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

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.