SCHB:NYE-Schwab U.S. Broad Market ETF (USD)

ETF | Large Blend |

Last Closing

USD 22.5

Change

0.00 (0.00)%

Market Cap

N/A

Volume

6.49M

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: 2025-01-11 )

Largest Industry Peers for Large Blend

ETFs Containing SCHB

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 -0.88% 55% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -0.88% 55% F 47% F
Trailing 12 Months  
Capital Gain 21.36% 68% D+ 81% B-
Dividend Return 1.52% 80% B- 25% F
Total Return 22.88% 75% C 80% B-
Trailing 5 Years  
Capital Gain 72.37% 53% F 82% B
Dividend Return 9.63% 72% C 30% F
Total Return 82.00% 53% F 82% B
Average Annual (5 Year Horizon)  
Capital Gain 3.21% 6% D- 44% F
Dividend Return 4.51% 4% F 41% F
Total Return 1.30% 51% F 32% F
Risk Return Profile  
Volatility (Standard Deviation) 36.96% 3% F 27% F
Risk Adjusted Return 12.20% 1% F 28% 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.

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.