Schwab Strategic Trust Etf Performance
| SCUS Etf | 25.17 0.01 0.04% |
The entity has a beta of -0.0063, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Schwab Strategic are expected to decrease at a much lower rate. During the bear market, Schwab Strategic is likely to outperform the market.
Risk-Adjusted Performance
Very Strong
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Strategic Trust are ranked lower than 33 (%) of all global equities and portfolios over the last 90 days. In spite of comparatively stable basic indicators, Schwab Strategic is not utilizing all of its potentials. The current stock price uproar, may contribute to short-horizon losses for the private investors. ...more
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Schwab Strategic Relative Risk vs. Return Landscape
If you would invest 2,489 in Schwab Strategic Trust on December 26, 2024 and sell it today you would earn a total of 28.00 from holding Schwab Strategic Trust or generate 1.12% return on investment over 90 days. Schwab Strategic Trust is currently generating 0.0187% in daily expected returns and assumes 0.0445% risk (volatility on return distribution) over the 90 days horizon. In different words, 0% 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 Strategic Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Strategic's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Strategic Trust, and traders can use it to determine the average amount a Schwab Strategic'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 = 0.4194
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Based on monthly moving average Schwab Strategic is performing at about 33% 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 Strategic by adding it to a well-diversified portfolio.
About Schwab Strategic Performance
Assessing Schwab Strategic's fundamental ratios provides investors with valuable insights into Schwab Strategic's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Schwab Strategic is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Schwab is showing solid risk-adjusted performance over 90 days |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Strategic Trust. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment. 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 Strategic Trust 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 Strategic's value that differs from its market value or its book value, called intrinsic value, which is Schwab Strategic'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 Strategic's market value can be influenced by many factors that don't directly affect Schwab Strategic'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 Strategic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Strategic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Strategic'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.