Schwab Strategic Trust Etf Performance
| STCE Etf | USD 38.58 0.58 1.53% |
The entity has a beta of 0.7, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Strategic's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Strategic is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Schwab Strategic Trust has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of weak performance in the last few months, the Etf's fundamental indicators remain rather sound which may send shares a bit higher in April 2025. The latest tumult may also be a sign of longer-term up-swing for the fund shareholders. ...more
Schwab |
Schwab Strategic Relative Risk vs. Return Landscape
If you would invest 5,195 in Schwab Strategic Trust on December 10, 2024 and sell it today you would lose (1,656) from holding Schwab Strategic Trust or give up 31.88% of portfolio value over 90 days. Schwab Strategic Trust is currently does not generate positive expected returns and assumes 3.9128% risk (volatility on return distribution) over the 90 days horizon. In different words, 34% 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 Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Strategic's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Strategic Trust, and traders can use it to determine the average amount a Schwab Strategic'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 = -0.1406
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | STCE |
Estimated Market Risk
| 3.91 actual daily | 34 66% of assets are more volatile |
Expected Return
| -0.55 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schwab Strategic 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 Strategic by adding Schwab Strategic to a well-diversified portfolio.
Schwab Strategic Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Strategic, and Schwab Strategic 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 | 6.95 M | |||
About Schwab Strategic Performance
By analyzing Schwab Strategic's fundamental ratios, stakeholders can gain valuable insights into Schwab Strategic's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schwab Strategic 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 Strategic has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund will not invest in cryptocurrency or digital assets directly. Schwab Crypto is traded on NYSEARCA Exchange in the United States.| Schwab Strategic generated a negative expected return over the last 90 days | |
| Schwab Strategic has high historical volatility and very poor performance | |
| The fund maintains 99.92% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Strategic Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of Schwab Strategic Trust 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 Strategic's value that differs from its market value or its book value, called intrinsic value, which is Schwab Strategic'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 Strategic's market value can be influenced by many factors that don't directly affect Schwab Strategic'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 Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Strategic'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.