Schwab Small Cap Etf Performance
| SCHA Etf | USD 28.04 0.16 0.57% |
The entity has a beta of 0.15, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Small's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Small is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Small Cap ETF are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak technical indicators, Schwab Small sustained solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Schwab US Small-Cap ETF is Valley Forge Investment Consultants Inc. ADVs 8th Largest Position | 09/16/2024 |
2 | Schwab U.S. Small-Cap ETF declares 0.1751 dividend | 09/25/2024 |
3 | Schwab US Small-Cap ETF Stock Set to Split on Friday, October 11th | 10/09/2024 |
4 | Small-Cap ETFs Set to Explode Under Trump Presidency | 11/07/2024 |
Schwab |
Schwab Small Relative Risk vs. Return Landscape
If you would invest 2,469 in Schwab Small Cap ETF on September 4, 2024 and sell it today you would earn a total of 335.00 from holding Schwab Small Cap ETF or generate 13.57% return on investment over 90 days. Schwab Small Cap ETF is currently generating 0.2054% in daily expected returns and assumes 1.151% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of etfs are less volatile than Schwab, and 96% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Schwab Small Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Small's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Small Cap ETF, and traders can use it to determine the average amount a Schwab Small'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 = 0.1785
| Best Portfolio | Best Equity | |||
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| Small Returns | SCHA | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.15 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.21 actual daily | 4 96% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Schwab Small is performing at about 14% 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 Small by adding it to a well-diversified portfolio.
Schwab Small Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Small, and Schwab Small 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 | 21.10 X | |||
| Price To Book | 1.94 X | |||
| Price To Sales | 1.15 X | |||
| Total Asset | 12.63 B | |||
About Schwab Small Performance
By analyzing Schwab Small's fundamental ratios, stakeholders can gain valuable insights into Schwab Small's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schwab Small 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 Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
To pursue its goal, the fund generally invests in stocks that are included in the index. Schwab US is traded on NYSEARCA Exchange in the United States.| Latest headline from zacks.com: Small-Cap ETFs Set to Explode Under Trump Presidency | |
| The fund maintains 99.88% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Small Cap ETF. 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 Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
The market value of Schwab Small Cap 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 Small's value that differs from its market value or its book value, called intrinsic value, which is Schwab Small'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 Small's market value can be influenced by many factors that don't directly affect Schwab Small'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 Small's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Small is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Small'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.