Schwab Aggregate Bond Etf Performance
| SCHZ Etf | USD 23.15 0.22 0.96% |
The entity has a beta of -0.091, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Schwab Aggregate are expected to decrease at a much lower rate. During the bear market, Schwab Aggregate is likely to outperform the market.
Risk-Adjusted Performance
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Over the last 90 days Schwab Aggregate Bond has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical indicators, Schwab Aggregate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | Marshall Financial Group Inc. ADV Increases Stock Holdings in Schwab U.S. Aggregate Bond ETF | 09/17/2024 |
2 | Schwab US Aggregate Bond ETF declares monthly distribution of 0.0807 | 11/05/2024 |
| In Threey Sharp Ratio | -0.78 |
Schwab |
Schwab Aggregate Relative Risk vs. Return Landscape
If you would invest 2,325 in Schwab Aggregate Bond on August 27, 2024 and sell it today you would lose (10.00) from holding Schwab Aggregate Bond or give up 0.43% of portfolio value over 90 days. Schwab Aggregate Bond is currently does not generate positive expected returns and assumes 0.3286% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% 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 |
| Risk |
Schwab Aggregate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Aggregate's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Aggregate Bond, and traders can use it to determine the average amount a Schwab Aggregate'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 = -0.0189
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| Negative Returns | SCHZ |
Estimated Market Risk
| 0.33 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.02 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schwab Aggregate 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 Aggregate by adding Schwab Aggregate to a well-diversified portfolio.
Schwab Aggregate Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Aggregate, and Schwab Aggregate 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 | 6.7 B | |||
About Schwab Aggregate Performance
Evaluating Schwab Aggregate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schwab Aggregate has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Schwab Aggregate has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will invest at least 90 percent of its net assets in securities included in the index. Schwab US is traded on NYSEARCA Exchange in the United States.| Schwab Aggregate generated a negative expected return over the last 90 days | |
| Latest headline from seekingalpha.com: Schwab US Aggregate Bond ETF declares monthly distribution of 0.0807 | |
| Schwab Aggregate Bond created five year return of 0.0% | |
| This fund maintains about 6.31% of its assets in bonds |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Aggregate Bond. 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 Equity Search module to search for actively traded equities including funds and ETFs from over 30 global markets.
The market value of Schwab Aggregate Bond 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 Aggregate's value that differs from its market value or its book value, called intrinsic value, which is Schwab Aggregate'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 Aggregate's market value can be influenced by many factors that don't directly affect Schwab Aggregate'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 Aggregate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Aggregate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Aggregate'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.