SCHJ:NYE-Schwab 1-5 Year Corporate Bond ETF (USD)

ETF | Others | NYE

Last Closing Price

USD 51.02

Change

-0.03 (-0.06)%

Market Cap

USD 0.27B

Volume

0.09M

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

The investment seeks to track as closely as possible, before fees and expenses, the total return of the Bloomberg Barclays US 1-5 Year Corporate Bond Index. To pursue its goal, the fund generally invests in securities that are included in the index. The index measures the performance of U.S. investment grade, taxable corporate bonds with maturities greater than or equal to one year and less than five years that have $300 million or more of outstanding face value. It is the fund's policy that under normal circumstances it will invest at least 90% of its net assets in securities included in the index.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-09 )

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N/A

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PTBD Pacer Trendpilot US Bond ETF 0.00 %

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SGL Strategic Global Income Fund I.. 0.00 %

N/A

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ATMR Altimar Acquisition Corp. II 0.00 %

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DNZ D and Z Media Acquisition Corp 0.00 %

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ULTR IQ Ultra Short Duration ETF 0.00 %

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ETFs Containing SCHJ

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Others)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -0.68% 42% F 24% F
Dividend Return 0.12% 10% F 6% F
Total Return -0.56% 41% F 22% F
Trailing 12 Months  
Capital Gain 1.78% 12% F 10% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.78% 10% F 8% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 1.02% 28% F 46% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 1.02% 25% F 29% F
Risk Return Profile  
Volatility (Standard Deviation) 1.96% 94% A 99% A+
Risk Adjusted Return 52.19% 83% B 68% D+
Market Capitalization 0.27B 77% C+ 30% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.