SCHZ:NYE-Schwab U.S. Aggregate Bond ETF (USD)

ETF | Intermediate Core Bond |

Last Closing

USD 23.28

Change

0.00 (0.00)%

Market Cap

USD 8.52B

Volume

1.96M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The fund will invest at least 90% of its net assets in securities included in the index. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-04-06 )

ETFs Containing SCHZ

FIVR 11.58 % 0.00 %

N/A

N/A

Market Performance

  Market Performance vs. Industry/Classification (Intermediate Core Bond) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.56% 55% F 86% B+
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.56% 36% F 85% B
Trailing 12 Months  
Capital Gain 2.56% 36% F 76% C+
Dividend Return 2.32% 36% F 43% F
Total Return 4.87% 18% F 71% C-
Trailing 5 Years  
Capital Gain -14.80% 45% F 18% F
Dividend Return 16.26% 100% F 40% F
Total Return 1.45% 91% A- 16% F
Average Annual (5 Year Horizon)  
Capital Gain -4.88% 18% F 13% F
Dividend Return -2.93% 18% F 12% F
Total Return 1.95% 36% F 45% F
Risk Return Profile  
Volatility (Standard Deviation) 8.74% 18% F 81% B-
Risk Adjusted Return -33.58% 64% D 8% B-
Market Capitalization 8.52B 100% F 84% 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:
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:
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.