Schwab Long Term Treasury Etf Performance
| SCHQ Etf | USD 33.26 0.26 0.78% |
The entity has a beta of 0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Long's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Long is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Schwab Long Term Treasury has generated negative risk-adjusted returns adding no value to investors with long positions. Even with relatively invariable technical indicators, Schwab Long is not utilizing all of its potentials. The new stock price agitation, may contribute to short-term losses for the retail investors. ...more
| In Threey Sharp Ratio | -0.87 |
Schwab |
Schwab Long Relative Risk vs. Return Landscape
If you would invest 3,457 in Schwab Long Term Treasury on September 1, 2024 and sell it today you would lose (131.00) from holding Schwab Long Term Treasury or give up 3.79% of portfolio value over 90 days. Schwab Long Term Treasury is currently does not generate positive expected returns and assumes 0.7885% risk (volatility on return distribution) over the 90 days horizon. In different words, 7% of etfs are less volatile than Schwab, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Schwab Long Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Long's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Long Term Treasury, and traders can use it to determine the average amount a Schwab Long'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 = -0.0726
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| Negative Returns | SCHQ |
Estimated Market Risk
| 0.79 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.06 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schwab Long is not performing at its full potential. However, 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 Long by adding Schwab Long to a well-diversified portfolio.
Schwab Long Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Long, and Schwab Long fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Schwab Etf performance.
| Total Asset | 93.71 M | |||
About Schwab Long Performance
Assessing Schwab Long's fundamental ratios provides investors with valuable insights into Schwab Long's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Schwab Long is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
To pursue its goal, the fund generally invests in securities that are included in the index. Schwab Long-Term is traded on NYSEARCA Exchange in the United States.| Schwab Long Term generated a negative expected return over the last 90 days | |
| Schwab Long Term created five year return of -5.0% | |
| This fund maintains all of the assets in different exotic instruments |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Long Term Treasury. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in rate. You can also try the Premium Stories module to follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope.
The market value of Schwab Long Term 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 Long's value that differs from its market value or its book value, called intrinsic value, which is Schwab Long'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 Long's market value can be influenced by many factors that don't directly affect Schwab Long'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 Long's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Long is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Long'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.