SCHO:NYE-Schwab Short-Term U.S. Treasury ETF (USD)

ETF | Short Government |

Last Closing

USD 24.13

Change

-0.02 (-0.08)%

Market Cap

N/A

Volume

2.23M

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: 2025-01-07 )

Largest Industry Peers for Short Government

Symbol Name Price(Change) Market Cap
SPTS SPDR Barclays Short Term Treas..

N/A

USD 5.58B
AGZ iShares Agency Bond ETF

-0.16 (-0.15%)

USD 0.69B
FTSD Franklin Liberty Short Duratio..

+0.04 (+0.04%)

USD 0.21B
TFLO iShares Treasury Floating Rate..

+0.01 (+0.02%)

N/A
USFR WisdomTree Floating Rate Treas..

+0.01 (+0.02%)

N/A

ETFs Containing SCHO

AGGE 0.00 % 0.21 %

N/A

N/A
AGGP 0.00 % 0.21 %

N/A

N/A
SDAG 0.00 % 0.20 %

N/A

N/A
WBII 0.00 % 1.02 %

N/A

N/A
KMLM KFA Mount Lucas Index Str.. 0.00 % 0.00 %

+0.14 (+-1.18%)

USD 0.34B
KRBN KraneShares Global Carbon.. 0.00 % 0.00 %

-0.39 (-1.18%)

USD 0.20B
HBND:CA Hamilton U.S. Bond YIELD .. 0.00 % 0.00 %

-0.16 (-1.18%)

CAD 0.17B

Market Performance

  Market Performance vs. Industry/Classification (Short Government) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 0.29% 100% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 0.29% 100% F 48% F
Trailing 12 Months  
Capital Gain -0.31% 17% F 35% F
Dividend Return 4.98% 100% F 65% D
Total Return 4.67% 67% D+ 38% F
Trailing 5 Years  
Capital Gain -4.45% 33% F 44% F
Dividend Return 14.55% 100% F 49% F
Total Return 10.09% 67% D+ 38% F
Average Annual (5 Year Horizon)  
Capital Gain -1.89% 33% F 24% F
Dividend Return -0.34% 33% F 19% F
Total Return 1.55% 17% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 6.07% 33% F 90% A-
Risk Adjusted Return -5.66% 33% F 17% 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:

There is nothing we particularly like

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.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

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.