Schwab 5 10 Year Etf Performance
| SCHI Etf | USD 43.18 0.11 0.25% |
The entity has a beta of 0.33, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab 5's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab 5 is expected to be smaller as well.
Risk-Adjusted Performance
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Over the last 90 days Schwab 5 10 Year has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fairly strong technical indicators, Schwab 5 is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders. ...more
1 | EP Wealth Advisors LLC Buys New Position in Schwab 5-10 Year Corporate Bond ETF - Defense World | 03/19/2024 |
2 | Blue Trust Inc. Makes New 180000 Investment in Schwab 5-10 Year Corporate Bond ETF - Defense World | 04/02/2024 |
3 | Disposition of 18818 shares by Lasry Marc of Schwab 5 at 2.0 subject to Rule 16b-3 | 04/05/2024 |
| In Threey Sharp Ratio | -0.47 |
Schwab |
Schwab 5 Relative Risk vs. Return Landscape
If you would invest 4,392 in Schwab 5 10 Year on January 19, 2024 and sell it today you would lose (74.00) from holding Schwab 5 10 Year or give up 1.68% of portfolio value over 90 days. Schwab 5 10 Year is currently does not generate positive expected returns and assumes 0.3833% risk (volatility on return distribution) over the 90 days horizon. In different words, 3% 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 5 Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab 5's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab 5 10 Year, and traders can use it to determine the average amount a Schwab 5'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 = -0.0685
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| Negative Returns | SCHI |
Estimated Market Risk
| 0.38 actual daily | 3 97% of assets are more volatile |
Expected Return
| -0.03 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 5 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 5 by adding Schwab 5 to a well-diversified portfolio.
Schwab 5 Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab 5, and Schwab 5 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 | 424.13 M | |||
About Schwab 5 Performance
To evaluate Schwab 5 10 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 5 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 5 10 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 securities that are included in the index. Schwab 5-10 is traded on NYSEARCA Exchange in the United States.| Schwab 5 10 generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Blue Trust Inc. Makes New 180000 Investment in Schwab 5-10 Year Corporate Bond ETF - Defense World | |
| The fund created three year return of -3.0% | |
| Schwab 5 10 maintains about 12.7% of its assets in bonds |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab 5 10 Year. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Schwab 5 10 information on this page should be used as a complementary analysis to other Schwab 5'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 the Portfolio Backtesting module to avoid under-diversification and over-optimization by backtesting your portfolios.
The market value of Schwab 5 10 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 5's value that differs from its market value or its book value, called intrinsic value, which is Schwab 5'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 5's market value can be influenced by many factors that don't directly affect Schwab 5'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 5's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab 5 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab 5'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.