Schwab U.S. Mid-Cap ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$77.93
- Net Assets:$0 Million
- NAV:$78.69
- Premium-0.97%
- Peer Rank:327 of 559
- Investment Rating:C
- Performance:C+
- RiskC+
We rate Schwab US Mid Cap ETF at C. Positive factors that influence this rating include a greater than above average total return, low price volatility, low expense structure and long term portfolio management tenure. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Growth - Domestic strategy.
Total return ranks above peers over the last three years. The Schwab US Mid Cap ETF has returned an annual rate of 10.52% since inception. More recently, the fund has generated a total return of 9.40% in the last five years, 4.29% in the last three years, and 11.85% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 70% of them. It has also outpaced 57% of its competitors on a three year basis and 57% of them over the last year for the period ending 2/29/2024. On a year to date basis, SCHM has returned 4.51%.
Downside risk has been below average. SCHM has a draw down risk of -25.17%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 19.9%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As SCHM is an exchange traded fund, it has no front end or back end load.
The Schwab US Mid Cap ETF is managed by Ferian Juwono at Charles Schwab Investment Managemen. This fund is one of 26 Charles Schwab Investment Managemen exchange-traded funds launched since 10/30/2009 that we track.