(SCHQ) Schwab Long-Term U.S. - Performance 3.8% in 12m
Compare SCHQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-47.58%
#16 in Group
Rel. Strength
52.42%
#3801 in Universe
Total Return 12m
3.84%
#11 in Group
Total Return 5y
-37.72%
#16 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: SCHQ (3.8%) vs TLT (2.6%)
5y Drawdown (Underwater) Chart
Top Performers in Long Government
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 |
|---|---|---|---|---|---|---|---|---|
| XSVN NYSE ARCA Bondbloxx Trust |
0.39% | 7.35% | 5.36% | - | - | - | - | - |
| XTEN NYSE ARCA Bondbloxx Trust |
-0.95% | 6.4% | 1.54% | - | - | - | - | - |
| UTEN NASDAQ Rbb Fund - US Treasury 10 |
0.06% | 6.45% | -3.48% | - | - | - | - | - |
| IEF NASDAQ iShares 7-10 Year Treasury |
0.33% | 7.19% | -13.6% | - | - | - | - | - |
| LGOV NYSE ARCA First Trust Long Duration |
-0.46% | 8.77% | -15.1% | - | - | - | - | - |
| GOVI NASDAQ Invesco Equal Weight 0-30 |
-1.29% | 4.91% | -23.7% | - | - | - | - | - |
| TLH NYSE ARCA iShares 10-20 Year Treasury |
-2.21% | 5.28% | -30.8% | - | - | - | - | - |
| TYA BATS Simplify Exchange Traded |
1.31% | 11.9% | -40.8% | - | - | - | - | - |
Performance Comparison: SCHQ vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for SCHQ
| Total Return (including Dividends) | SCHQ | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -2.76% | -3.16% | -5.89% |
| 3 Months | 0.99% | 0.53% | -12.45% |
| 12 Months | 3.84% | 2.64% | 6.72% |
| 5 Years | -37.72% | -40.87% | 101.06% |
| Trend Score (consistency of price movement) | SCHQ | TLT | S&P 500 |
| 1 Month | -59.1% | -57.9% | -74.5% |
| 3 Months | 48.3% | 43.2% | -88.2% |
| 12 Months | 7.60% | -3.9% | 66.1% |
| 5 Years | -87.6% | -89.7% | 84.3% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #13 | 0.41% | 3.32% |
| 3 Month | #14 | 0.46% | 15.4% |
| 12 Month | #11 | 1.16% | -2.70% |
| 5 Years | #12 | 5.33% | -69.0% |
FAQs
Does SCHQ Schwab Long-Term U.S. outperforms the market?
Yes,
over the last 12 months SCHQ made 3.84%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 2.64%.
Over the last 3 months SCHQ made 0.99%, while TLT made 0.53%.
Over the last 3 months SCHQ made 0.99%, while TLT made 0.53%.
Performance Comparison SCHQ vs Indeces and Sectors
SCHQ vs. Indices SCHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 2.21% | 3.13% | 5.50% | -2.88% |
| US NASDAQ 100 | QQQ | 3.07% | 3.52% | 6.03% | -1.69% |
| US Dow Jones Industrial 30 | DIA | 3.38% | 3.06% | 4.96% | -1.47% |
| German DAX 40 | DAX | -3.15% | 6.64% | -11.6% | -14.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.50% | 4.74% | 3.22% | -2.05% |
| Hongkong Hang Seng | HSI | -2.08% | 7.06% | 3.98% | -12.4% |
| India NIFTY 50 | INDA | -2.16% | -7.53% | 3.05% | 0.77% |
| Brasil Bovespa | EWZ | -1.35% | 2.32% | 2.55% | 13.3% |
SCHQ vs. Sectors SCHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.96% | 2.90% | -3.31% | -9.70% |
| Consumer Discretionary | XLY | 3.08% | 1.16% | 2.76% | -5.38% |
| Consumer Staples | XLP | -1.09% | -5.96% | -4.72% | -10.1% |
| Energy | XLE | -2.51% | 7.32% | 4.44% | 14.1% |
| Financial | XLF | 0.84% | 1.75% | -2.62% | -15.1% |
| Health Care | XLV | 1.81% | 4.61% | 6.90% | 4.38% |
| Industrial | XLI | 1.09% | 1.94% | 5.42% | -1.52% |
| Materials | XLB | 0.49% | 3.89% | 12.6% | 11.4% |
| Real Estate | XLRE | -3.13% | 0.13% | 4.15% | -13.3% |
| Technology | XLK | 3.57% | 6.17% | 12.3% | 5.05% |
| Utilities | XLU | -1.10% | -2.34% | -0.24% | -20.5% |
| Aerospace & Defense | XAR | 0.52% | -2.80% | -4.26% | -20.3% |
| Biotech | XBI | -1.35% | 9.12% | 20.1% | 12.8% |
| Homebuilder | XHB | 1.26% | 4.08% | 23.4% | 13.0% |
| Retail | XRT | 0.51% | -0.65% | 10.2% | 8.23% |