Schwab Etf Performance

SCHD
 Etf
  

USD 77.62  0.30  0.39%   

The entity has a beta of 0.9929, which indicates possible diversification benefits within a given portfolio. Let's try to break down what Schwab's beta means in this case. Schwab US returns are very sensitive to returns on the market. As the market goes up or down, Schwab US is expected to follow. Although it is important to respect Schwab US Dividend current price movements, it is better to be realistic regarding the information on the equity's historical returns. The philosophy towards measuring future performance of any etf is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By inspecting Schwab US Dividend technical indicators, you can presently evaluate if the expected return of 0.13% will be sustainable into the future.
  
Schwab Performance
7 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab US Dividend are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. In spite of rather abnormal technical indicators, Schwab US may actually be approaching a critical reversion point that can send shares even higher in December 2022. ...more

Schwab Price Channel

Fifty Two Week Low65.96
Fifty Two Week High82.48

Schwab US Relative Risk vs. Return Landscape

If you would invest  7,175  in Schwab US Dividend on August 31, 2022 and sell it today you would earn a total of  568.00  from holding Schwab US Dividend or generate 7.92% return on investment over 90 days. Schwab US Dividend is currently generating 0.1307% in daily expected returns and assumes 1.4068% risk (volatility on return distribution) over the 90 days horizon. In different words, 12% of etfs are less volatile than Schwab, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon.
  Daily Expected Return (%)  
       Risk (%)  
Given the investment horizon of 90 days Schwab US is expected to generate 1.01 times more return on investment than the market. However, the company is 1.01 times more volatile than its market benchmark. It trades about 0.09 of its potential returns per unit of risk. The DOW is currently generating roughly 0.09 per unit of risk.

Schwab US Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab US's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab US Dividend, and traders can use it to determine the average amount a Schwab US's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0929

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Estimated Market Risk
 1.41
  actual daily
 
 12 %
of total potential
 
1212
Expected Return
 0.13
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.09
  actual daily
 
 7 %
of total potential
 
77
Based on monthly moving average Schwab US is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schwab US by adding it to a well-diversified portfolio.

About Schwab US Performance

To evaluate Schwab US Dividend Etf as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Schwab US generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Schwab Etf's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Schwab US Dividend market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Schwab's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
To pursue its goal, the fund generally invests in stocks that are included in the index. Schwab US is traded on NYSEARCA Exchange in the United States.

Things to note about Schwab US Dividend

Checking the ongoing alerts about Schwab US for important developments is a great way to find new opportunities for your next move. Etf alerts and notifications screener for Schwab US Dividend help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Schwab US Alerts

Equity Alerts and Improvement Suggestions

Schwab US Dividend is unlikely to experience financial distress in the next 2 years
The fund maintains 99.82% of its assets in stocks
Additionally, take a look at World Market Map. Note that the Schwab US Dividend information on this page should be used as a complementary analysis to other Schwab US's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.

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When running Schwab US Dividend price analysis, check to measure Schwab US's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Schwab US is operating at the current time. Most of Schwab US's value examination focuses on studying past and present price action to predict the probability of Schwab US's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Schwab US's price. Additionally, you may evaluate how the addition of Schwab US to your portfolios can decrease your overall portfolio volatility.
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The market value of Schwab US Dividend is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab US's value that differs from its market value or its book value, called intrinsic value, which is Schwab US's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab US's market value can be influenced by many factors that don't directly affect Schwab US's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab US's value and its price as these two are different measures arrived at by different means. Investors typically determine Schwab US value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab US's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.