Schwab Reit Etf Performance
| SCHH Etf | USD 21.93 0.12 0.55% |
The entity has a beta of 0.49, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab REIT's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab REIT is expected to be smaller as well.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Schwab REIT ETF has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fairly strong technical indicators, Schwab REIT is not utilizing all of its potentials. The current stock price confusion, may contribute to short-horizon losses for the traders. ...more
1 | When the Price of Talks, People Listen - Stock Traders Daily | 12/06/2024 |
2 | FC Advisory LLC Buys 3,899 Shares of Schwab U.S. REIT ETF | 01/07/2025 |
3 | Trading Report - Stock Traders Daily | 01/17/2025 |
4 | Peterson Wealth Advisors LLC Sells 3,631 Shares of Schwab U.S. REIT ETF | 01/23/2025 |
5 | Schwab U.S. REIT ETF Shares Sold by Greenwood Capital Associates LLC | 02/05/2025 |
6 | Schwab U.S. REIT ETF Shares Bought by JFG Wealth Management LLC | 02/26/2025 |
| In Threey Sharp Ratio | -0.17 |
Schwab |
Schwab REIT Relative Risk vs. Return Landscape
If you would invest 2,288 in Schwab REIT ETF on November 29, 2024 and sell it today you would lose (107.00) from holding Schwab REIT ETF or give up 4.68% of portfolio value over 90 days. Schwab REIT ETF is currently does not generate positive expected returns and assumes 1.0853% risk (volatility on return distribution) over the 90 days horizon. In different words, 9% 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 REIT Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab REIT's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab REIT ETF, and traders can use it to determine the average amount a Schwab REIT'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 = -0.0694
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| Negative Returns | SCHH |
Estimated Market Risk
| 1.09 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.08 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 REIT 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 REIT by adding Schwab REIT to a well-diversified portfolio.
Schwab REIT Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab REIT, and Schwab REIT 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 | 25.45 X | |||
| Price To Book | 2.35 X | |||
| Price To Sales | 6.67 X | |||
| Total Asset | 5.17 B | |||
About Schwab REIT Performance
By evaluating Schwab REIT's fundamental ratios, stakeholders can gain valuable insights into Schwab REIT's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schwab REIT 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 REIT 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.
The index excludes mortgage REITs, defined as REITs that lend money directly to real estate owners andor operators or indirectly through the purchase of mortgages or mortgage-backed securities, and hybrid REITs, defined as REITs that participate both in equity and mortgage investing. Schwab US is traded on NYSEARCA Exchange in the United States.| Schwab REIT ETF generated a negative expected return over the last 90 days | |
| Latest headline from thelincolnianonline.com: Schwab U.S. REIT ETF Shares Bought by JFG Wealth Management LLC | |
| The fund maintains 99.94% of its assets in stocks |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab REIT 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 Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
The market value of Schwab REIT ETF 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 REIT's value that differs from its market value or its book value, called intrinsic value, which is Schwab REIT'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 REIT's market value can be influenced by many factors that don't directly affect Schwab REIT'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 REIT's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab REIT is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab REIT'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.