(SCHK) Schwab 1000 - Performance 8.6% in 12m
Compare SCHK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.70%
#23 in Group
Rel. Strength
63.16%
#2829 in Universe
Total Return 12m
8.55%
#70 in Group
Total Return 5y
149.03%
#16 in Group
12m Total Return: SCHK (8.6%) vs SPY (8.8%)
5y Drawdown (Underwater) Chart
Top Performers in Large 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 |
|---|---|---|---|---|---|---|---|---|
| FCPI BATS Fidelity Stocks Inflation |
-1.48% | 11.5% | 157% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-3.34% | 5.77% | 126% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-3.74% | 5.33% | 123% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-3.37% | 8.99% | 147% | - | - | - | - | - |
| SPMO NYSE ARCA Invesco SP500 Momentum |
-4.41% | 17% | 182% | - | - | - | - | - |
| RECS NYSE ARCA Columbia Trust I |
-3.42% | 8.84% | 152% | - | - | - | - | - |
| DGRW NASDAQ WisdomTree U.S. Quality |
-2.33% | 7.27% | 133% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-3.95% | 9.45% | 148% | - | - | - | - | - |
Performance Comparison: SCHK vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCHK
| Total Return (including Dividends) | SCHK | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -3.77% | -3.62% | -3.62% |
| 3 Months | -4.07% | -3.76% | -3.76% |
| 12 Months | 8.55% | 8.80% | 8.80% |
| 5 Years | 149.03% | 143.09% | 143.09% |
| Trend Score (consistency of price movement) | SCHK | SPY | S&P 500 |
| 1 Month | -17.1% | -17.5% | -17.5% |
| 3 Months | -56.8% | -55.3% | -55.3% |
| 12 Months | 85.0% | 84.8% | 84.8% |
| 5 Years | 82.4% | 84.4% | 84.4% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #126 | -0.16% | -0.16% |
| 3 Month | #135 | -0.33% | -0.33% |
| 12 Month | #79 | -0.23% | -0.23% |
| 5 Years | #35 | 2.44% | 2.44% |
FAQs
Does SCHK Schwab 1000 outperforms the market?
No,
over the last 12 months SCHK made 8.55%, while its related Sector, the SPDR SP500 Trust (SPY) made 8.80%.
Over the last 3 months SCHK made -4.07%, while SPY made -3.76%.
Over the last 3 months SCHK made -4.07%, while SPY made -3.76%.
Performance Comparison SCHK vs Indeces and Sectors
SCHK vs. Indices SCHK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.14% | -0.15% | 0.09% | -0.25% |
| US NASDAQ 100 | QQQ | 1.55% | 0.99% | 0.85% | 1.66% |
| US Dow Jones Industrial 30 | DIA | -1.20% | -1.06% | -0.94% | 0.69% |
| German DAX 40 | DAX | -0.06% | -0.96% | -17.7% | -13.9% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.13% | -4.04% | 8.30% | -0.53% |
| Hongkong Hang Seng | HSI | -2.94% | -6.25% | 4.48% | -9.64% |
| India NIFTY 50 | INDA | -0.76% | -10.6% | 11.0% | 8.69% |
| Brasil Bovespa | EWZ | -1.60% | -12.1% | 6.69% | 19.8% |
SCHK vs. Sectors SCHK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.77% | 0.37% | -7.90% | -10.1% |
| Consumer Discretionary | XLY | 0.45% | 1.85% | -1.08% | -1.74% |
| Consumer Staples | XLP | -6.61% | -2.22% | -0.78% | -2.23% |
| Energy | XLE | -3.49% | -11.6% | -7.01% | 6.47% |
| Financial | XLF | -1.31% | -0.27% | -11.9% | -12.1% |
| Health Care | XLV | -1.33% | 0.03% | 5.02% | 9.11% |
| Industrial | XLI | -0.67% | -2.15% | 1.31% | 1.53% |
| Materials | XLB | -2.41% | -3.46% | 8.71% | 13.6% |
| Real Estate | XLRE | -4.02% | -0.62% | 3.42% | -3.02% |
| Technology | XLK | 2.08% | 0.95% | 4.62% | 8.27% |
| Utilities | XLU | -5.43% | -4.12% | 0.79% | -16.3% |
| Aerospace & Defense | XAR | 2.20% | -3.46% | -3.01% | -8.71% |
| Biotech | XBI | 7.58% | 4.92% | 19.6% | 25.1% |
| Homebuilder | XHB | -0.24% | -2.28% | 20.8% | 19.7% |
| Retail | XRT | -1.72% | -1.12% | 6.86% | 18.0% |