(SCHM) Schwab U.S. Mid-Cap - Performance -0.3% in 12m
Compare SCHM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
63.86%
#37 in Group
Rel. Strength
45.93%
#4321 in Universe
Total Return 12m
-0.25%
#47 in Group
Total Return 5y
87.24%
#30 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: SCHM (-0.3%) vs SPY (6.7%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
-3.56% | 14.6% | 73.2% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
-5.35% | 8.25% | 89.6% | - | - | - | - | - |
| JPME NYSE ARCA JPMorgan Diversified Return |
-5.61% | 4.42% | 92.9% | - | - | - | - | - |
| CWS NYSE ARCA AdvisorShares Focused |
-2.74% | 6.4% | 94.9% | - | - | - | - | - |
| FLQM BATS Franklin LibertyQ U.S. Mid |
-5.17% | 1.84% | 97.8% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
-5.38% | 2.73% | 89.9% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
-12% | -9.37% | 140% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
-6.39% | 4.9% | 88.2% | - | - | - | - | - |
Performance Comparison: SCHM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCHM
| Total Return (including Dividends) | SCHM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -7.77% | -5.89% | -5.89% |
| 3 Months | -14.74% | -12.45% | -12.45% |
| 12 Months | -0.25% | 6.72% | 6.72% |
| 5 Years | 87.24% | 101.06% | 101.06% |
| Trend Score (consistency of price movement) | SCHM | SPY | S&P 500 |
| 1 Month | -75.7% | -74.5% | -74.5% |
| 3 Months | -92.6% | -88.2% | -88.2% |
| 12 Months | 50.1% | 66.1% | 66.1% |
| 5 Years | 69.1% | 84.3% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #59 | -0.93% | -0.93% |
| 3 Month | #52 | -3.51% | -3.51% |
| 12 Month | #49 | -6.34% | -6.34% |
| 5 Years | #39 | -6.87% | -6.87% |
FAQs
Does SCHM Schwab U.S. Mid-Cap outperforms the market?
No,
over the last 12 months SCHM made -0.25%, while its related Sector, the SPDR SP500 Trust (SPY) made 6.72%.
Over the last 3 months SCHM made -14.74%, while SPY made -12.45%.
Over the last 3 months SCHM made -14.74%, while SPY made -12.45%.
Performance Comparison SCHM vs Indeces and Sectors
SCHM vs. Indices SCHM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 3.32% | -1.88% | -3.44% | -6.97% |
| US NASDAQ 100 | QQQ | 2.38% | 0.10% | -3.50% | -5.18% |
| US Dow Jones Industrial 30 | DIA | 4.49% | -1.95% | -3.98% | -5.56% |
| German DAX 40 | DAX | -1.24% | 0.74% | -20.9% | -18.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.61% | -0.27% | -5.72% | -6.14% |
| Hongkong Hang Seng | HSI | -2.28% | 2.89% | -7.24% | -17.2% |
| India NIFTY 50 | INDA | -1.53% | -13.5% | -6.25% | -3.52% |
| Brasil Bovespa | EWZ | -2.35% | -3.12% | -5.76% | 9.40% |
SCHM vs. Sectors SCHM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 2.23% | -0.79% | -13.0% | -14.3% |
| Consumer Discretionary | XLY | 3.24% | -2.14% | -6.55% | -8.79% |
| Consumer Staples | XLP | -1.27% | -9.80% | -13.9% | -14.7% |
| Energy | XLE | -3.96% | 2.16% | -4.20% | 10.3% |
| Financial | XLF | 0.30% | -3.14% | -11.6% | -19.6% |
| Health Care | XLV | 1.47% | -0.44% | -2.48% | 0.30% |
| Industrial | XLI | 0.44% | -2.31% | -3.79% | -5.25% |
| Materials | XLB | -1.38% | -0.96% | 3.31% | 7.26% |
| Real Estate | XLRE | -3.48% | -4.28% | -5.43% | -17.4% |
| Technology | XLK | 2.69% | 2.55% | 3.08% | 2.09% |
| Utilities | XLU | -1.23% | -6.66% | -9.74% | -25.3% |
| Aerospace & Defense | XAR | -0.43% | -7.13% | -13.3% | -24.4% |
| Biotech | XBI | -4.12% | 6.22% | 10.7% | 9.92% |
| Homebuilder | XHB | 1.35% | -0.41% | 13.8% | 8.94% |
| Retail | XRT | 1.26% | -4.30% | 1.35% | 4.10% |