Schwab Small Cap Etf Ten Year Return
| SCHA Etf | USD 45.70 0.25 0.54% |
Schwab Small Cap ETF fundamentals help investors to digest information that contributes to Schwab Small's financial success or failures. It also enables traders to predict the movement of Schwab Etf. The fundamental analysis module provides a way to measure Schwab Small's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Schwab Small etf.
Schwab |
Schwab Small Cap ETF ETF Ten Year Return Analysis
Schwab Small's Ten Year Return shows the total annualized return generated from holding a fund for the last 10 years and represents fund's capital appreciation, including dividends losses and capital gains distributions. This return indicator is considered by many investors to be the ultimate measures of fund performance and can reflect the overall performance of the market or market segment it invests in.
More About Ten Year Return | All Equity Analysis
Ten Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Schwab Small Ten Year Return | 7.70 % |
Most of Schwab Small's fundamental indicators, such as Ten Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Schwab Small Cap ETF is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Ten Year Fund Return indicator can give a sense of overall fund long-term potential, it is recommended to compare funds performances against other similar funds or market benchmarks for the same 10-year interval.
| Competition |
Based on the latest financial disclosure, Schwab Small Cap ETF has a Ten Year Return of 7.7%. This is much higher than that of the Schwab ETFs family and significantly higher than that of the Small Blend category. The ten year return for all United States etfs is notably lower than that of the firm.
Schwab Ten Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Schwab Small's direct or indirect competition against its Ten Year Return to detect undervalued stocks with similar characteristics or determine the etfs which would be a good addition to a portfolio. Peer analysis of Schwab Small could also be used in its relative valuation, which is a method of valuing Schwab Small by comparing valuation metrics of similar companies.Schwab Small is currently under evaluation in ten year return as compared to similar ETFs.
Fund Asset Allocation for Schwab Small
The fund invests 99.88% of asset under management in tradable equity instruments, with the rest of investments concentrated in various types of exotic instruments.Asset allocation divides Schwab Small's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Schwab Fundamentals
| Price To Earning | 21.10 X | |||
| Price To Book | 1.94 X | |||
| Price To Sales | 1.15 X | |||
| Number Of Employees | 147 | |||
| Beta | 1.06 | |||
| Total Asset | 12.63 B | |||
| One Year Return | 14.50 % | |||
| Three Year Return | (1.20) % | |||
| Five Year Return | 6.70 % | |||
| Ten Year Return | 7.70 % | |||
| Net Asset | 12.63 B | |||
| Last Dividend Paid | 0.12 | |||
| Equity Positions Weight | 99.88 % |
About Schwab Small Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Small Cap ETF's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Small using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Small Cap ETF based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Schwab Small in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Schwab Small's short interest history, or implied volatility extrapolated from Schwab Small options trading.
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Check out Schwab Small Piotroski F Score and Schwab Small Altman Z Score analysis. Note that the Schwab Small Cap information on this page should be used as a complementary analysis to other Schwab Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Performance Analysis module to check effects of mean-variance optimization against your current asset allocation.
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.