(FNDB) Schwab Fundamental - Performance 6.4% in 12m
Compare FNDB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
87.40%
#3 in Group
Rel. Strength
58.73%
#3297 in Universe
Total Return 12m
6.38%
#53 in Group
Total Return 5y
132.41%
#2 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: FNDB (6.4%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-6.32% | 7.09% | 140% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-6.54% | 6.38% | 132% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-7.19% | 15% | 111% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-5.13% | 6.36% | 114% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-6.25% | 10.4% | 123% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-4.72% | 9.81% | 112% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-5.9% | 3.46% | 118% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
-5.45% | 9.24% | 103% | - | - | - | - | - |
Performance Comparison: FNDB vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FNDB
| Total Return (including Dividends) | FNDB | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -6.54% | -5.82% | -5.89% |
| 3 Months | -10.58% | -10.73% | -12.45% |
| 12 Months | 6.38% | 5.31% | 6.72% |
| 5 Years | 132.41% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | FNDB | DIA | S&P 500 |
| 1 Month | -77.3% | -73.8% | -74.5% |
| 3 Months | -87.2% | -88.6% | -88.2% |
| 12 Months | 68.3% | 71.6% | 66.1% |
| 5 Years | 94.4% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #93 | -0.77% | -0.70% |
| 3 Month | #106 | 0.17% | 2.14% |
| 12 Month | #57 | 1.01% | -0.32% |
| 5 Years | #3 | 28.2% | 15.6% |
FAQs
Does FNDB Schwab Fundamental outperforms the market?
Yes,
over the last 12 months FNDB made 6.38%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months FNDB made -10.58%, while DIA made -10.73%.
Over the last 3 months FNDB made -10.58%, while DIA made -10.73%.
Performance Comparison FNDB vs Indeces and Sectors
FNDB vs. Indices FNDB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.27% | -0.65% | 0.17% | -0.34% |
| US NASDAQ 100 | QQQ | 2.13% | -0.26% | 0.70% | 0.85% |
| US Dow Jones Industrial 30 | DIA | 2.44% | -0.72% | -0.37% | 1.07% |
| German DAX 40 | DAX | -4.09% | 2.86% | -16.9% | -11.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.56% | 0.96% | -2.11% | 0.49% |
| Hongkong Hang Seng | HSI | -3.02% | 3.28% | -1.35% | -9.84% |
| India NIFTY 50 | INDA | -3.10% | -11.3% | -2.28% | 3.31% |
| Brasil Bovespa | EWZ | -2.29% | -1.46% | -2.78% | 15.9% |
FNDB vs. Sectors FNDB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.02% | -0.88% | -8.64% | -7.16% |
| Consumer Discretionary | XLY | 2.14% | -2.62% | -2.57% | -2.84% |
| Consumer Staples | XLP | -2.03% | -9.74% | -10.1% | -7.56% |
| Energy | XLE | -3.45% | 3.54% | -0.89% | 16.7% |
| Financial | XLF | -0.10% | -2.03% | -7.95% | -12.6% |
| Health Care | XLV | 0.87% | 0.83% | 1.57% | 6.92% |
| Industrial | XLI | 0.15% | -1.84% | 0.09% | 1.02% |
| Materials | XLB | -0.45% | 0.11% | 7.25% | 13.9% |
| Real Estate | XLRE | -4.07% | -3.65% | -1.18% | -10.7% |
| Technology | XLK | 2.63% | 2.39% | 6.98% | 7.59% |
| Utilities | XLU | -2.04% | -6.12% | -5.57% | -18.0% |
| Aerospace & Defense | XAR | -0.42% | -6.58% | -9.59% | -17.8% |
| Biotech | XBI | -2.29% | 5.34% | 14.7% | 15.3% |
| Homebuilder | XHB | 0.32% | 0.30% | 18.1% | 15.5% |
| Retail | XRT | -0.43% | -4.43% | 4.84% | 10.8% |