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

ETF | Mid-Cap Blend |

Last Closing

USD 28.48

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: 2024-11-16 )

ETFs Containing SCHM

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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 13.44% 17% F 64% D
Dividend Return 3.32% 94% A 53% F
Total Return 16.76% 44% F 65% D
Trailing 12 Months  
Capital Gain 24.91% 32% F 70% C-
Dividend Return 5.15% 95% A 63% D
Total Return 30.07% 84% B 74% C
Trailing 5 Years  
Capital Gain 45.03% 11% F 68% D+
Dividend Return 20.96% 100% F 66% D+
Total Return 65.99% 37% F 71% C-
Average Annual (5 Year Horizon)  
Capital Gain 10.92% 26% F 68% D+
Dividend Return 12.33% 26% F 66% D+
Total Return 1.42% 84% B 35% F
Risk Return Profile  
Volatility (Standard Deviation) 23.52% 42% F 47% F
Risk Adjusted Return 52.45% 37% F 69% 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.