SCHK:NYE-Schwab 1000 ETF (USD)

ETF | Large Blend |

Last Closing

USD 26.62

Change

+0.86 (+3.34)%

Market Cap

USD 0.91B

Volume

0.32M

Analyst Target

N/A
Analyst Rating

N/A

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: 2020-04-08 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

-1.19 (-0.47%)

USD 1,599.41B
SPY SPDR S&P 500 ETF Trust

-1.92 (-0.38%)

USD 528.58B
IVV iShares Core S&P 500 ETF

-2.15 (-0.42%)

USD 428.78B
VOO Vanguard S&P 500 ETF

-1.92 (-0.41%)

USD 419.07B
VIG Vanguard Dividend Appreciation..

-0.36 (-0.20%)

USD 77.60B
RSP Invesco S&P 500® Equal Weight..

-0.34 (-0.21%)

USD 53.38B
ITOT iShares Core S&P Total U.S. St..

-0.51 (-0.46%)

USD 51.22B
SCHX Schwab U.S. Large-Cap ETF

-0.15 (-0.25%)

USD 40.18B
IWB iShares Russell 1000 ETF

-1.12 (-0.40%)

USD 33.43B
VV Vanguard Large-Cap Index Fund ..

-0.91 (-0.39%)

USD 32.71B

ETFs Containing SCHK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -15.68% 50% F 64% D
Dividend Return N/A N/A N/A N/A N/A
Total Return -15.68% 50% F 63% D
Trailing 12 Months  
Capital Gain -5.80% 49% F 72% C
Dividend Return 0.45% 10% F 7% C-
Total Return -5.36% 47% F 69% C-
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 3.96% 77% C+ 56% F
Dividend Return 4.67% 76% C+ 42% F
Total Return 0.71% 46% F 17% F
Risk Return Profile  
Volatility (Standard Deviation) 8.54% 54% F 86% B+
Risk Adjusted Return 54.70% 78% C+ 62% D
Market Capitalization 0.91B 72% C 58% F

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 risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.