(FNDA) Schwab Fundamental - Performance 0.4% in 12m
Compare FNDA with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
62.92%
#9 in Group
Rel. Strength
42.12%
#4606 in Universe
Total Return 12m
0.35%
#38 in Group
Total Return 5y
109.58%
#5 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: FNDA (0.4%) vs SPY (13.7%)
5y Drawdown (Underwater) Chart
Top Performers in Small 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 |
|---|---|---|---|---|---|---|---|---|
| CSF NASDAQ VictoryShares US Discovery |
- | - | - | - | - | - | - | - |
| OUSM BATS O’Shares U.S. Small-Cap |
-2.15% | 4.64% | 101% | - | - | - | - | - |
| XMLV NYSE ARCA Invesco S&P MidCap Low |
-1.86% | 13.6% | 66% | - | - | - | - | - |
| FSMD NYSE ARCA Fidelity Small-Mid Factor |
-1.01% | 6.93% | 104% | - | - | - | - | - |
| TPSC NYSE ARCA Timothy Plan US Small Cap |
-2.17% | 6.22% | 111% | - | - | - | - | - |
| SMLF NYSE ARCA iShares MSCI USA Small-Cap |
-0.99% | 5.29% | 109% | - | - | - | - | - |
| PSC NASDAQ Principal U.S. Small-Cap |
-0.34% | 4.64% | 117% | - | - | - | - | - |
| FNDA NYSE ARCA Schwab Fundamental U.S. |
-2.98% | 0.35% | 110% | - | - | - | - | - |
Performance Comparison: FNDA vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FNDA
| Total Return (including Dividends) | FNDA | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -2.98% | 0.40% | 0.40% |
| 3 Months | -9.79% | -4.90% | -4.90% |
| 12 Months | 0.35% | 13.65% | 13.65% |
| 5 Years | 109.58% | 114.96% | 114.96% |
| Trend Score (consistency of price movement) | FNDA | SPY | S&P 500 |
| 1 Month | 77.5% | 74.8% | 74.8% |
| 3 Months | -88.9% | -84.7% | -84.7% |
| 12 Months | 16.0% | 53.5% | 53.5% |
| 5 Years | 74.0% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #46 | -3.36% | -3.36% |
| 3 Month | #38 | -5.14% | -5.14% |
| 12 Month | #44 | -11.7% | -11.7% |
| 5 Years | #17 | -2.50% | -2.50% |
FAQs
Does FNDA Schwab Fundamental outperforms the market?
No,
over the last 12 months FNDA made 0.35%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.65%.
Over the last 3 months FNDA made -9.79%, while SPY made -4.90%.
Over the last 3 months FNDA made -9.79%, while SPY made -4.90%.
Performance Comparison FNDA vs Indeces and Sectors
FNDA vs. Indices FNDA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.32% | -3.38% | -7.73% | -13.3% |
| US NASDAQ 100 | QQQ | -0.19% | -5.64% | -8.52% | -14.9% |
| US Dow Jones Industrial 30 | DIA | 0.25% | -0.90% | -7.20% | -9.46% |
| German DAX 40 | DAX | -0.46% | -6.01% | -27.9% | -28.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 1.48% | -2.75% | -3.76% | -5.0% |
| Hongkong Hang Seng | HSI | -0.36% | -3.04% | -8.11% | -10.2% |
| India NIFTY 50 | INDA | 1.24% | -7.54% | -7.63% | -2.14% |
| Brasil Bovespa | EWZ | 2.58% | -6.73% | -9.70% | 8.12% |
FNDA vs. Sectors FNDA is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.01% | -3.57% | -14.0% | -23.8% |
| Consumer Discretionary | XLY | 1.31% | -2.06% | -9.12% | -14.7% |
| Consumer Staples | XLP | 2.36% | -2.99% | -10.4% | -10.3% |
| Energy | XLE | 3.75% | 9.93% | -0.64% | 8.87% |
| Financial | XLF | -0.37% | -2.18% | -16.0% | -24.6% |
| Health Care | XLV | 2.90% | 1.02% | -2.81% | 0.15% |
| Industrial | XLI | -1.07% | -4.13% | -8.98% | -11.7% |
| Materials | XLB | 0.45% | -0.59% | 0.67% | 2.67% |
| Real Estate | XLRE | -0.20% | -2.62% | -6.31% | -17.8% |
| Technology | XLK | -0.65% | -6.36% | -4.77% | -10.3% |
| Utilities | XLU | 1.28% | -3.40% | -12.5% | -20.8% |
| Aerospace & Defense | XAR | -1.14% | -10.7% | -22.3% | -28.6% |
| Biotech | XBI | -0.80% | -6.59% | 8.21% | 5.69% |
| Homebuilder | XHB | -0.63% | -1.38% | 8.01% | 5.73% |
| Retail | XRT | 0.18% | -1.79% | -1.21% | 1.40% |