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

ETF | Others |

Last Closing

USD 24.43

Change

+0.03 (+0.12)%

Market Cap

N/A

Volume

0.10M

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: 2024-11-13 )

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ETFs Containing SCHJ

CANQ Calamos Alternative Nasda.. 2.31 % 0.00 %

-0.13 (-0.46%)

USD 1.36M

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 0.99% 28% F 33% F
Dividend Return 6.36% 89% A- 83% B
Total Return 7.35% 40% F 40% F
Trailing 12 Months  
Capital Gain 3.47% 25% F 28% F
Dividend Return 7.08% 85% B 79% B-
Total Return 10.55% 36% F 35% F
Trailing 5 Years  
Capital Gain -2.18% 51% F 41% F
Dividend Return 19.46% 59% D- 62% D
Total Return 17.27% 58% F 40% F
Average Annual (5 Year Horizon)  
Capital Gain -1.28% 26% F 27% F
Dividend Return 0.26% 28% F 23% F
Total Return 1.54% 62% D 38% F
Risk Return Profile  
Volatility (Standard Deviation) 5.92% 75% C 90% A-
Risk Adjusted Return 4.35% 28% F 25% 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.