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

ETF | Intermediate Core Bond |

Last Closing

USD 23.08

Change

0.00 (0.00)%

Market Cap

USD 8.49B

Volume

0.62M

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)

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Relative Returns (From:    To: 2025-04-27 )

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 1.67% 45% F 76% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.67% 27% F 74% C
Trailing 12 Months  
Capital Gain 3.10% 45% F 57% F
Dividend Return 2.35% 36% F 43% F
Total Return 5.46% 27% F 53% F
Trailing 5 Years  
Capital Gain -17.32% 36% F 19% F
Dividend Return 15.91% 100% F 43% F
Total Return -1.41% 91% A- 17% F
Average Annual (5 Year Horizon)  
Capital Gain -4.82% 18% F 15% F
Dividend Return -2.86% 18% F 13% F
Total Return 1.96% 45% F 46% F
Risk Return Profile  
Volatility (Standard Deviation) 8.78% 18% F 81% B-
Risk Adjusted Return -32.61% 64% D 9% A-
Market Capitalization 8.49B 100% F 85% 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.