(FNDX) Schwab Fundamental - Performance 7.1% in 12m
Compare FNDX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
90.22%
#1 in Group
Rel. Strength
60.88%
#3125 in Universe
Total Return 12m
7.09%
#48 in Group
Total Return 5y
140.18%
#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: FNDX (7.1%) 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: FNDX vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FNDX
| Total Return (including Dividends) | FNDX | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -6.32% | -5.82% | -5.89% |
| 3 Months | -10.09% | -10.73% | -12.45% |
| 12 Months | 7.09% | 5.31% | 6.72% |
| 5 Years | 140.18% | 81.31% | 101.06% |
| Trend Score (consistency of price movement) | FNDX | DIA | S&P 500 |
| 1 Month | -75.7% | -73.8% | -74.5% |
| 3 Months | -86.0% | -88.6% | -88.2% |
| 12 Months | 70.4% | 71.6% | 66.1% |
| 5 Years | 95.0% | 86.4% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #84 | -0.54% | -0.46% |
| 3 Month | #98 | 0.71% | 2.69% |
| 12 Month | #51 | 1.69% | 0.34% |
| 5 Years | #1 | 32.5% | 19.5% |
FAQs
Does FNDX Schwab Fundamental outperforms the market?
Yes,
over the last 12 months FNDX made 7.09%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 5.31%.
Over the last 3 months FNDX made -10.09%, while DIA made -10.73%.
Over the last 3 months FNDX made -10.09%, while DIA made -10.73%.
Performance Comparison FNDX vs Indeces and Sectors
FNDX vs. Indices FNDX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.14% | -0.43% | 0.82% | 0.37% |
| US NASDAQ 100 | QQQ | 2.0% | -0.04% | 1.35% | 1.56% |
| US Dow Jones Industrial 30 | DIA | 2.31% | -0.50% | 0.28% | 1.78% |
| German DAX 40 | DAX | -4.22% | 3.08% | -16.2% | -11.1% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.43% | 1.18% | -1.46% | 1.20% |
| Hongkong Hang Seng | HSI | -3.15% | 3.50% | -0.70% | -9.13% |
| India NIFTY 50 | INDA | -3.23% | -11.1% | -1.63% | 4.02% |
| Brasil Bovespa | EWZ | -2.42% | -1.24% | -2.13% | 16.6% |
FNDX vs. Sectors FNDX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.89% | -0.66% | -7.99% | -6.45% |
| Consumer Discretionary | XLY | 2.01% | -2.40% | -1.92% | -2.13% |
| Consumer Staples | XLP | -2.16% | -9.52% | -9.40% | -6.85% |
| Energy | XLE | -3.58% | 3.76% | -0.24% | 17.4% |
| Financial | XLF | -0.23% | -1.81% | -7.30% | -11.9% |
| Health Care | XLV | 0.74% | 1.05% | 2.22% | 7.63% |
| Industrial | XLI | 0.02% | -1.62% | 0.74% | 1.73% |
| Materials | XLB | -0.58% | 0.33% | 7.90% | 14.6% |
| Real Estate | XLRE | -4.20% | -3.43% | -0.53% | -10.0% |
| Technology | XLK | 2.50% | 2.61% | 7.63% | 8.30% |
| Utilities | XLU | -2.17% | -5.90% | -4.92% | -17.3% |
| Aerospace & Defense | XAR | -0.55% | -6.36% | -8.94% | -17.1% |
| Biotech | XBI | -2.42% | 5.56% | 15.4% | 16.0% |
| Homebuilder | XHB | 0.19% | 0.52% | 18.7% | 16.2% |
| Retail | XRT | -0.56% | -4.21% | 5.49% | 11.5% |