Schwab Aggregate Bond Etf Performance
| SCHZ Etf | USD 23.15 0.01 0.04% |
The entity has a beta of 0.0601, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Aggregate's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Aggregate 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 Aggregate Bond are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong technical indicators, Schwab Aggregate is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| In Threey Sharp Ratio | -0.60 |
Schwab |
Schwab Aggregate Relative Risk vs. Return Landscape
If you would invest 2,251 in Schwab Aggregate Bond on December 24, 2024 and sell it today you would earn a total of 64.00 from holding Schwab Aggregate Bond or generate 2.84% return on investment over 90 days. Schwab Aggregate Bond is currently generating 0.0471% in daily expected returns and assumes 0.2885% risk (volatility on return distribution) over the 90 days horizon. In different words, 2% 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 |
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Schwab Aggregate Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Aggregate's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Aggregate Bond, and traders can use it to determine the average amount a Schwab Aggregate'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 = 0.1634
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| Negative Returns | SCHZ |
Estimated Market Risk
| 0.29 actual daily | 2 98% of assets are more volatile |
Expected Return
| 0.05 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Schwab Aggregate is performing at about 12% 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 Aggregate by adding it to a well-diversified portfolio.
Schwab Aggregate Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Aggregate, and Schwab Aggregate 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 | 6.7 B | |||
About Schwab Aggregate Performance
Evaluating Schwab Aggregate's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schwab Aggregate 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 Aggregate 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 fund will invest at least 90 percent of its net assets in securities included in the index. Schwab US is traded on NYSEARCA Exchange in the United States.| The fund maintains about 6.31% of its assets in bonds |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Aggregate Bond. 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
The market value of Schwab Aggregate Bond 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 Aggregate's value that differs from its market value or its book value, called intrinsic value, which is Schwab Aggregate'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 Aggregate's market value can be influenced by many factors that don't directly affect Schwab Aggregate'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 Aggregate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Aggregate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Aggregate'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.