SCHM:NYE-Schwab U.S. Mid-Cap ETF (USD)

ETF | Mid-Cap Blend |

Last Closing

USD 24.5

Change

0.00 (0.00)%

Market Cap

N/A

Volume

1.75M

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: 2025-04-20 )

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 -11.58% 39% F 29% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -11.58% 39% F 29% F
Trailing 12 Months  
Capital Gain -2.89% 39% F 39% F
Dividend Return 2.28% 94% A 42% F
Total Return -0.61% 39% F 36% F
Trailing 5 Years  
Capital Gain 67.77% 5% F 63% D
Dividend Return 26.14% 100% F 64% D
Total Return 93.91% 42% F 66% D+
Average Annual (5 Year Horizon)  
Capital Gain 8.44% 26% F 64% D
Dividend Return 10.08% 37% F 62% D
Total Return 1.64% 100% F 39% F
Risk Return Profile  
Volatility (Standard Deviation) 20.40% 47% F 50% F
Risk Adjusted Return 49.42% 37% F 64% 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.