Schwab U.S. REIT ETF
Find Ratings Reports- Last Ratings Update:02/29/2024
- Price as of 02/29/2024 :$20.04
- Net Assets:$0 Million
- NAV:$20.25
- Premium-1.04%
- Peer Rank:128 of 161
- Investment Rating:D
- Performance:C
- RiskC-
We rate Schwab US REIT ETF at D. The fund invests approximately 100% of its assets in stocks and may be considered for investors seeking a Growth & Income strategy.
Total return ranks above peers over the last three years. The Schwab US REIT ETF has returned an annual rate of 6.16% since inception. More recently, the fund has generated a total return of 1.49% in the last five years, 4.24% in the last three years, and 3.61% in the last year. How does that compare to other equity funds? In the last five years, it has outperformed 23% of them. It has also outpaced 56% of its competitors on a three year basis and 22% of them over the last year for the period ending 2/29/2024. On a year to date basis, SCHH has returned -2.22%.
Downside risk has been above average. SCHH has a draw down risk of -67.34%, which is the largest price decline experienced over the last three years. This fund has a three year standard deviation of 21.7%. This fund has experienced a high level of volatility in its monthly performance over the last 36 months.
Low expense ratio helps performance. As SCHH is an exchange traded fund, it has no front end or back end load.
The Schwab US REIT ETF is managed by Christopher R. Bliss 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.