SCHM:NYE- (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 26.25

Change

+0.67 (+2.62)%

Market Cap

N/A

Volume

1.19M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-03-14 )

Largest Industry Peers for Mid-Cap Blend

Symbol Name Price(Change) Market Cap
IJH

+1.39 (+2.43%)

USD 91.19B
IWR

+2.06 (+2.49%)

USD 40.14B
MDY

+12.78 (+2.44%)

USD 22.70B
VXF

+4.69 (+2.75%)

USD 20.41B
SPMD

+1.22 (+2.43%)

USD 12.20B
XMHQ

+2.50 (+2.80%)

USD 5.64B
JHMM

+1.30 (+2.33%)

USD 4.20B
IVOO

+2.36 (+2.44%)

USD 2.52B
FSMD

+0.73 (+1.92%)

USD 0.86B
EQAL

+0.94 (+2.03%)

USD 0.65B

ETFs Containing SCHM

N/A

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 -5.27% 44% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -5.27% 44% F 28% F
Trailing 12 Months  
Capital Gain 0.23% 28% F 42% F
Dividend Return 3.18% 94% A 51% F
Total Return 3.41% 33% F 40% F
Trailing 5 Years  
Capital Gain 72.58% 5% F 64% D
Dividend Return 26.38% 100% F 66% D+
Total Return 98.97% 47% F 67% D+
Average Annual (5 Year Horizon)  
Capital Gain 10.78% 26% F 66% D+
Dividend Return 12.40% 32% F 65% D
Total Return 1.62% 100% F 38% F
Risk Return Profile  
Volatility (Standard Deviation) 23.52% 47% F 46% F
Risk Adjusted Return 52.74% 37% F 66% D+
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.