Schwab Fundamental Small Etf Performance
| FNDA Etf | USD 32.19 0.01 0.03% |
The entity has a beta of 1.27, 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 Fundamental will likely underperform.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Fundamental Small are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak fundamental indicators, Schwab Fundamental may actually be approaching a critical reversion point that can send shares even higher in December 2024. ...more
1 | Trading Advice - Stock Traders Daily | 09/19/2024 |
2 | Should Schwab Fundamental U.S. Small Company ETF Be on Your Investing Radar | 10/07/2024 |
3 | Technical Data - Stock Traders Daily | 11/12/2024 |
| In Threey Sharp Ratio | 0.10 |
Schwab |
Schwab Fundamental Relative Risk vs. Return Landscape
If you would invest 2,924 in Schwab Fundamental Small on August 30, 2024 and sell it today you would earn a total of 295.00 from holding Schwab Fundamental Small or generate 10.09% return on investment over 90 days. Schwab Fundamental Small is currently generating 0.1565% in daily expected returns and assumes 1.1293% risk (volatility on return distribution) over the 90 days horizon. In different words, 10% of etfs are less volatile than Schwab, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Schwab Fundamental Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Fundamental's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Fundamental Small, and traders can use it to determine the average amount a Schwab Fundamental'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 = 0.1386
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | FNDA | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.13 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.14 actual daily | 10 90% of assets perform better |
Based on monthly moving average Schwab Fundamental is performing at about 10% 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 Fundamental by adding it to a well-diversified portfolio.
Schwab Fundamental Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Fundamental, and Schwab Fundamental 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 | 20.30 X | |||
| Price To Book | 1.82 X | |||
| Price To Sales | 0.91 X | |||
| Total Asset | 5.06 B | |||
About Schwab Fundamental Performance
By analyzing Schwab Fundamental's fundamental ratios, stakeholders can gain valuable insights into Schwab Fundamental's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Schwab Fundamental 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 Fundamental has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
The fund normally will invest at least 90 percent of its net assets in stocks included in the index. Schwab Fundamental is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Technical Data - Stock Traders Daily | |
| The fund retains 99.94% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Schwab Fundamental Small. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. 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 Fundamental Small 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 Fundamental's value that differs from its market value or its book value, called intrinsic value, which is Schwab Fundamental'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 Fundamental's market value can be influenced by many factors that don't directly affect Schwab Fundamental'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 Fundamental's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Fundamental is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Fundamental'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.