Schwab Fundamental Broad Etf Performance
| FNDB Etf | USD 23.44 0.05 0.21% |
The entity has a beta of 0.18, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Fundamental's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Fundamental is expected to be smaller as well.
Risk-Adjusted Performance
1 of 100
Weak | Strong |
Weak
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Fundamental Broad are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong fundamental indicators, Schwab Fundamental is not utilizing all of its potentials. The newest stock price disturbance, may contribute to short-term losses for the investors. ...more
1 | FNDB Performance In Line With The Broader Market, But Lagging Behind Other ETFs In The Peer Group - Seeking Alpha | 10/11/2024 |
2 | Trading Report - Stock Traders Daily | 11/01/2024 |
3 | Is Schwab Fundamental U.S. Broad Market ETF a Strong ETF Right Now | 12/02/2024 |
4 | Schwab Fundamental U.S. Broad Market ETF declares quarterly dividend | 12/16/2024 |
| In Threey Sharp Ratio | 0.31 |
Schwab |
Schwab Fundamental Relative Risk vs. Return Landscape
If you would invest 2,334 in Schwab Fundamental Broad on October 9, 2024 and sell it today you would earn a total of 10.00 from holding Schwab Fundamental Broad or generate 0.43% return on investment over 90 days. Schwab Fundamental Broad is currently generating 0.0097% in daily expected returns and assumes 0.763% risk (volatility on return distribution) over the 90 days horizon. In different words, 6% 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 Fundamental Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Fundamental's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Fundamental Broad, and traders can use it to determine the average amount a Schwab Fundamental'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 = 0.0128
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FNDB |
Estimated Market Risk
| 0.76 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 1 99% of assets perform better |
Based on monthly moving average Schwab Fundamental is performing at about 1% 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 Fundamental by adding it to a well-diversified portfolio.
Schwab Fundamental Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Fundamental, and Schwab Fundamental 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.
| Price To Earning | 18.25 X | |||
| Price To Book | 2.15 X | |||
| Price To Sales | 1.17 X | |||
| Total Asset | 402.65 M | |||
About Schwab Fundamental Performance
By analyzing Schwab Fundamental's fundamental ratios, stakeholders can gain valuable insights into Schwab Fundamental's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schwab Fundamental 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 Fundamental 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 invest at least 90 percent of its net assets in stocks included in the index. Schwab Fundamental is traded on NYSEARCA Exchange in the United States.| Latest headline from seekingalpha.com: Schwab Fundamental U.S. Broad Market ETF declares quarterly dividend | |
| The fund retains 99.9% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Schwab Fundamental Broad. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
The market value of Schwab Fundamental Broad 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 Fundamental's value that differs from its market value or its book value, called intrinsic value, which is Schwab Fundamental'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 Fundamental's market value can be influenced by many factors that don't directly affect Schwab Fundamental'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 Fundamental's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Fundamental is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Fundamental'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.