SCHK:ARCA-Schwab 1000 Index

ETF | Large Blend | NYSE Arca

Last Closing

USD 25.48

Change

0.00 (0.00)%

Market Cap

USD 0.69B

Volume

0.26M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Inception Date: 11/10/2017

Primary Benchmark: Schwab 1000 TR USD

Primary Index:

Gross Expense Ratio: %

Management Expense Ratio: 0.05 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-01-12 )

Largest Industry Peers for Large Blend

Symbol Name Mer Price(Change) Market Cap
SPY SPDR S&P 500 0.09 %

+3.03 (+1.05%)

USD 268.55B
IVV iShares Core S&P 500 0.04 %

+2.71 (+0.94%)

USD 179.62B
VTI Vanguard Total Stock Market 0.03 %

+1.61 (+1.09%)

USD 114.86B
VOO Vanguard S&P 500 0.03 %

+2.65 (+1.00%)

USD 113.96B
VIG Vanguard Div Appreciation 0.06 %

+0.96 (+0.85%)

USD 35.25B
ITOT iShares Core S&P Total U.S. St.. 0.03 %

+0.67 (+1.02%)

USD 20.67B
IWB iShares Russell 1000 0.15 %

+1.51 (+0.94%)

USD 20.15B
SCHX Schwab U.S. Large-Cap 0.03 %

+0.70 (+1.01%)

USD 16.87B
RSP Invesco S&P 500 Equal Weight 0.20 %

+1.04 (+0.98%)

USD 15.97B
SCHB Schwab U.S. Broad Market 0.03 %

+0.70 (+1.01%)

USD 15.27B

ETFs Containing SCHK

N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.92% 52% F 41% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.92% 51% F 41% F
Trailing 12 Months  
Capital Gain -6.75% 65% D 60% D-
Dividend Return 1.19% 23% F 20% F
Total Return -5.56% 44% F 54% 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 0.17% 11% F 43% F
Dividend Return 0.48% 9% F 26% F
Total Return 0.30% 13% F 8% F
Risk Return Profile  
Volatility (Standard Deviation) 3.00% 93% A 94% A
Risk Adjusted Return 15.94% 8% F 32% F
Market Capitalization 0.69B 71% C- 51% 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:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

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 total returns

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

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.