ducovest

SCHI:NYE-Schwab 5-10 Year Corporate Bond ETF (USD)

ETF | Others |

Last Closing

USD 22.25

Change

0.00 (0.00)%

Market Cap

USD 7.59B

Volume

0.98M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to five years and less than ten years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-11-17 )

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NDOW 4.90 % 0.00 %

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 N/A

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 -0.98% 18% F 27% F
Dividend Return 6.33% 87% B+ 81% B-
Total Return 5.35% 33% F 36% F
Trailing 12 Months  
Capital Gain 3.61% 28% F 30% F
Dividend Return 7.48% 86% B+ 80% B-
Total Return 11.09% 39% F 38% F
Trailing 5 Years  
Capital Gain -10.86% 41% F 32% F
Dividend Return 23.04% 66% D+ 70% C-
Total Return 12.18% 46% F 35% F
Average Annual (5 Year Horizon)  
Capital Gain -3.51% 18% F 18% F
Dividend Return -1.22% 19% F 16% F
Total Return 2.29% 79% B- 54% F
Risk Return Profile  
Volatility (Standard Deviation) 9.00% 57% F 82% B
Risk Adjusted Return -13.57% 20% F 14% F
Market Capitalization 7.59B 98% N/A 83% B

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:
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.