Schwab Strategic Trust Etf Performance
| STCE Etf | USD 52.20 0.17 0.32% |
The entity has a beta of 2.97, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Schwab Strategic will likely underperform.
Risk-Adjusted Performance
17 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Strategic Trust are ranked lower than 17 (%) of all global equities and portfolios over the last 90 days. In spite of rather unsteady fundamental indicators, Schwab Strategic exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
1 | Investment Analysis and Advice - Stock Traders Daily | 11/15/2024 |
Schwab |
Schwab Strategic Relative Risk vs. Return Landscape
If you would invest 3,087 in Schwab Strategic Trust on September 5, 2024 and sell it today you would earn a total of 2,133 from holding Schwab Strategic Trust or generate 69.1% return on investment over 90 days. Schwab Strategic Trust is currently generating 0.9044% in daily expected returns and assumes 4.1027% risk (volatility on return distribution) over the 90 days horizon. In different words, 36% of etfs are less volatile than Schwab, and 82% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
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 = 0.2204
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | STCE | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 4.1 actual daily | 36 64% of assets are more volatile |
Expected Return
| 0.9 actual daily | 17 83% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 17 83% of assets perform better |
Based on monthly moving average Schwab Strategic is performing at about 17% 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.
Schwab Strategic Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Strategic, and Schwab Strategic 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 | 6.95 M | |||
About Schwab Strategic Performance
By analyzing Schwab Strategic's fundamental ratios, stakeholders can gain valuable insights into Schwab Strategic's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schwab Strategic 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 Strategic 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 not invest in cryptocurrency or digital assets directly. Schwab Crypto is traded on NYSEARCA Exchange in the United States.| Schwab Strategic appears to be risky and price may revert if volatility continues | |
| Latest headline from news.google.com: Investment Analysis and Advice - Stock Traders Daily | |
| The fund maintains 99.92% of its assets in stocks |
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 main economic indicators. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.
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.