(FNDF) Schwab Fundamental - Performance 8.6% in 12m
Compare FNDF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
66.10%
#18 in Group
Rel. Strength
64.75%
#2816 in Universe
Total Return 12m
8.60%
#43 in Group
Total Return 5y
98.46%
#7 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
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12m Total Return: FNDF (8.6%) vs DIA (5.3%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign 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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-5.62% | 11.7% | 99% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
-2.42% | 13.5% | 89.9% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
-3.13% | 15% | 98% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
-3.43% | 16.6% | 99.2% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
-5.51% | 13.9% | 101% | - | - | - | - | - |
| PID NASDAQ Invesco International |
-0.9% | 13.1% | 92.4% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
-0.73% | 19.4% | 84.9% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
-4.91% | 13.6% | 94.1% | - | - | - | - | - |
Performance Comparison: FNDF vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FNDF
| Total Return (including Dividends) | FNDF | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -4.10% | -5.82% | -5.89% |
| 3 Months | 4.59% | -10.73% | -12.45% |
| 12 Months | 8.60% | 5.31% | 6.72% |
| 5 Years | 98.46% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | FNDF | DIA | S&P 500 |
| 1 Month | -76.6% | -73.8% | -74.5% |
| 3 Months | 37.5% | -88.6% | -88.2% |
| 12 Months | 26.1% | 71.6% | 66.1% |
| 5 Years | 84.5% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #32 | 1.83% | 1.90% |
| 3 Month | #36 | 17.2% | 19.5% |
| 12 Month | #44 | 3.12% | 1.76% |
| 5 Years | #10 | 9.46% | -1.30% |
FAQs
Does FNDF Schwab Fundamental outperforms the market?
Yes,
over the last 12 months FNDF made 8.60%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months FNDF made 4.59%, while DIA made -10.73%.
Over the last 3 months FNDF made 4.59%, while DIA made -10.73%.
Performance Comparison FNDF vs Indeces and Sectors
FNDF vs. Indices FNDF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 4.31% | 1.79% | 10.1% | 1.88% |
| US NASDAQ 100 | QQQ | 5.17% | 2.18% | 10.6% | 3.07% |
| US Dow Jones Industrial 30 | DIA | 5.48% | 1.72% | 9.55% | 3.29% |
| German DAX 40 | DAX | -1.05% | 5.30% | -6.97% | -9.61% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.60% | 3.40% | 7.81% | 2.71% |
| Hongkong Hang Seng | HSI | 0.02% | 5.72% | 8.57% | -7.62% |
| India NIFTY 50 | INDA | -0.06% | -8.87% | 7.64% | 5.53% |
| Brasil Bovespa | EWZ | 0.75% | 0.98% | 7.14% | 18.1% |
FNDF vs. Sectors FNDF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 4.06% | 1.56% | 1.28% | -4.94% |
| Consumer Discretionary | XLY | 5.18% | -0.18% | 7.35% | -0.62% |
| Consumer Staples | XLP | 1.01% | -7.30% | -0.13% | -5.34% |
| Energy | XLE | -0.41% | 5.98% | 9.03% | 18.9% |
| Financial | XLF | 2.94% | 0.41% | 1.97% | -10.4% |
| Health Care | XLV | 3.91% | 3.27% | 11.5% | 9.14% |
| Industrial | XLI | 3.19% | 0.60% | 10.0% | 3.24% |
| Materials | XLB | 2.59% | 2.55% | 17.2% | 16.1% |
| Real Estate | XLRE | -1.03% | -1.21% | 8.74% | -8.51% |
| Technology | XLK | 5.67% | 4.83% | 16.9% | 9.81% |
| Utilities | XLU | 1.0% | -3.68% | 4.35% | -15.8% |
| Aerospace & Defense | XAR | 2.62% | -4.14% | 0.33% | -15.6% |
| Biotech | XBI | 0.75% | 7.78% | 24.6% | 17.5% |
| Homebuilder | XHB | 3.36% | 2.74% | 28.0% | 17.7% |
| Retail | XRT | 2.61% | -1.99% | 14.8% | 13.0% |