Schwab 1 5 Year Etf Performance
| SCHJ Etf | USD 24.52 0.01 0.04% |
The entity has a beta of 0.0288, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab 1's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab 1 is expected to be smaller as well.
Risk-Adjusted Performance
10 of 100
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Compared to the overall equity markets, risk-adjusted returns on investments in Schwab 1 5 Year are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Even with relatively steady technical indicators, Schwab 1 is not utilizing all of its potentials. The recent stock price chaos, may contribute to medium-term losses for the stakeholders. ...more
1 | Investment Report - Stock Traders Daily | 11/25/2024 |
2 | How To Trade - Stock Traders Daily | 12/06/2024 |
3 | Schwab 1-5 Year Corporate Bond ETF Shares Acquired by Christensen King Associates Investment Services Inc. | 01/14/2025 |
| In Threey Sharp Ratio | -0.64 |
Schwab |
Schwab 1 Relative Risk vs. Return Landscape
If you would invest 2,427 in Schwab 1 5 Year on November 2, 2024 and sell it today you would earn a total of 25.00 from holding Schwab 1 5 Year or generate 1.03% return on investment over 90 days. Schwab 1 5 Year is currently generating 0.0172% in daily expected returns and assumes 0.1347% risk (volatility on return distribution) over the 90 days horizon. In different words, 1% 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 1 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab 1's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab 1 5 Year, and traders can use it to determine the average amount a Schwab 1'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 = 0.1275
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| Negative Returns | SCHJ |
Estimated Market Risk
| 0.13 actual daily | 1 99% of assets are more volatile |
Expected Return
| 0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Schwab 1 is performing at about 10% 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 1 by adding it to a well-diversified portfolio.
Schwab 1 Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab 1, and Schwab 1 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 | 343.24 M | |||
About Schwab 1 Performance
By evaluating Schwab 1's fundamental ratios, stakeholders can gain valuable insights into Schwab 1's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schwab 1 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 1 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.
To pursue its goal, the fund generally invests in securities that are included in the index. Schwab 1-5 is traded on NYSEARCA Exchange in the United States.| Latest headline from thelincolnianonline.com: Schwab 1-5 Year Corporate Bond ETF Shares Acquired by Christensen King Associates Investment Services Inc. | |
| The fund maintains about 12.62% of its assets in bonds |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab 1 5 Year. 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 Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..
The market value of Schwab 1 5 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 1's value that differs from its market value or its book value, called intrinsic value, which is Schwab 1'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 1's market value can be influenced by many factors that don't directly affect Schwab 1'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 1's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab 1 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab 1'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.