(FNDA) Schwab Fundamental - Performance -2.2% in 12m
Compare FNDA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.87%
#6 in Group
Rel. Strength
41.29%
#4711 in Universe
Total Return 12m
-2.23%
#39 in Group
Total Return 5y
101.68%
#6 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: FNDA (-2.2%) vs SPY (9.5%)
5y Drawdown (Underwater) Chart
Top Performers in Small Blend
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| OUSM BATS O’Shares U.S. Small-Cap |
-4.51% | 2% | 93.9% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-4.39% | 4.16% | 96.4% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-5.38% | 3.34% | 104% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-6.55% | 1.53% | 98.5% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.96% | 12.1% | 58.5% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-7.11% | -2.23% | 102% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-4.95% | 0.82% | 107% | - | - | - | - | - |
| SMMV BATS iShares MSCI USA Small-Cap |
-1.73% | 14.3% | 59.6% | - | - | - | - | - |
Performance Comparison: FNDA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FNDA
| Total Return (including Dividends) | FNDA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -7.11% | -4.77% | -4.77% |
| 3 Months | -14.37% | -9.81% | -9.81% |
| 12 Months | -2.23% | 9.54% | 9.54% |
| 5 Years | 101.68% | 104.83% | 104.83% |
| Trend Score (consistency of price movement) | FNDA | SPY | S&P 500 |
| 1 Month | -47.9% | -51.2% | -51.2% |
| 3 Months | -93.5% | -90.1% | -90.1% |
| 12 Months | 27.9% | 59.4% | 59.4% |
| 5 Years | 74.1% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #41 | -2.45% | -2.45% |
| 3 Month | #40 | -5.05% | -5.05% |
| 12 Month | #44 | -10.8% | -10.8% |
| 5 Years | #18 | -1.54% | -1.54% |
FAQs
Does FNDA Schwab Fundamental outperforms the market?
No,
over the last 12 months FNDA made -2.23%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.54%.
Over the last 3 months FNDA made -14.37%, while SPY made -9.81%.
Over the last 3 months FNDA made -14.37%, while SPY made -9.81%.
Performance Comparison FNDA vs Indeces and Sectors
FNDA vs. Indices FNDA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.34% | -2.34% | -5.49% | -11.8% |
| US NASDAQ 100 | QQQ | -1.73% | -2.36% | -5.73% | -12.5% |
| US Dow Jones Industrial 30 | DIA | 1.05% | -1.40% | -5.87% | -8.22% |
| German DAX 40 | DAX | -0.66% | -3.70% | -23.9% | -23.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.67% | -4.02% | -5.80% | -11.8% |
| Hongkong Hang Seng | HSI | -0.99% | -3.90% | -8.41% | -17.7% |
| India NIFTY 50 | INDA | 0.68% | -10.2% | -8.20% | -6.30% |
| Brasil Bovespa | EWZ | -2.52% | -9.21% | -9.23% | 4.51% |
FNDA vs. Sectors FNDA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.44% | -2.12% | -14.6% | -19.5% |
| Consumer Discretionary | XLY | -1.19% | -2.13% | -7.93% | -14.7% |
| Consumer Staples | XLP | 4.51% | -9.19% | -11.0% | -11.8% |
| Energy | XLE | 2.23% | 3.99% | -3.92% | 9.14% |
| Financial | XLF | 0.08% | -3.32% | -13.7% | -21.4% |
| Health Care | XLV | 2.11% | -0.48% | -3.24% | -1.34% |
| Industrial | XLI | 0.54% | -3.19% | -6.32% | -9.48% |
| Materials | XLB | 0.43% | -3.30% | 0.58% | 1.72% |
| Real Estate | XLRE | 3.16% | -4.17% | -3.46% | -16.9% |
| Technology | XLK | -3.01% | -1.50% | -0.48% | -6.69% |
| Utilities | XLU | 2.64% | -7.47% | -8.15% | -23.4% |
| Aerospace & Defense | XAR | 0.41% | -6.49% | -16.8% | -27.8% |
| Biotech | XBI | -3.02% | 1.82% | 6.31% | 1.26% |
| Homebuilder | XHB | -0.34% | -1.28% | 9.25% | 5.16% |
| Retail | XRT | 0.56% | -3.28% | -1.77% | 1.83% |