SCHI:NYE-Schwab 5-10 Year Corporate Bond ETF (USD)

ETF | Others |

Last Closing

USD 43.27

Change

-0.02 (-0.05)%

Market Cap

USD 6.34B

Volume

0.39M

Analyst Target

N/A
Analyst Rating

Verdict

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: 2024-05-01 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
SOJE SOJE

-0.05 (-0.25%)

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JEPI JPMorgan Equity Premium Income..

+0.02 (+0.03%)

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DFAC Dimensional U.S. Core Equity 2..

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DTB DTB

-0.13 (-0.67%)

USD 26.58B
GBTC Grayscale Bitcoin Trust (BTC)

-0.80 (-1.36%)

USD 23.75B
JPST JPMorgan Ultra-Short Income ET..

+0.01 (+0.02%)

USD 23.09B
SGOV iShares® 0-3 Month Treasury B..

+0.05 (+0.05%)

USD 20.81B
AVUV Avantis® U.S. Small Cap Value..

-0.48 (-0.51%)

USD 11.25B
DFUV Dimensional US Marketwide Valu..

-0.08 (-0.20%)

USD 10.54B
DFAT Dimensional U.S. Targeted Valu..

-0.30 (-0.55%)

USD 9.93B

ETFs Containing SCHI

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.72% 17% F 29% F
Dividend Return 1.67% 69% C- 67% D+
Total Return -2.04% 21% F 31% F
Trailing 12 Months  
Capital Gain -3.37% 17% F 27% F
Dividend Return 4.57% 69% C- 64% D
Total Return 1.19% 19% F 29% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -3.50% 22% F 25% F
Dividend Return -1.64% 24% F 20% F
Total Return 1.86% 75% C 44% F
Risk Return Profile  
Volatility (Standard Deviation) 6.85% 64% D 88% B+
Risk Adjusted Return -23.89% 23% F 14% F
Market Capitalization 6.34B 98% N/A 79% 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:
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.