(FNDB) Schwab Fundamental - Performance 9.9% in 12m
Compare FNDB with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
86.60%
#2 in Group
Rel. Strength
61.24%
#3094 in Universe
Total Return 12m
9.93%
#49 in Group
Total Return 5y
138.58%
#4 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: FNDB (9.9%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Large Value
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 |
|---|---|---|---|---|---|---|---|---|
| FNDX NYSE ARCA Schwab Fundamental U.S. |
-3.35% | 10.4% | 146% | - | - | - | - | - |
| FNDB NYSE ARCA Schwab Fundamental U.S. |
-3% | 9.93% | 139% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
-5.29% | 16.4% | 113% | - | - | - | - | - |
| RWL NYSE ARCA Invesco SP500 Revenue |
-2.29% | 9.71% | 121% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
-3.27% | 12% | 125% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
-2.24% | 12.4% | 116% | - | - | - | - | - |
| SIXA NYSE ARCA 6 Meridian Mega Cap Equity |
0.19% | 19% | 101% | - | - | - | - | - |
| IUS NASDAQ Invesco RAFI Strategic US |
-2.9% | 7.46% | 125% | - | - | - | - | - |
Performance Comparison: FNDB vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FNDB
| Total Return (including Dividends) | FNDB | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -3.00% | -3.18% | -0.87% |
| 3 Months | -7.19% | -8.41% | -7.58% |
| 12 Months | 9.93% | 9.20% | 11.88% |
| 5 Years | 138.58% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | FNDB | DIA | S&P 500 |
| 1 Month | 23.1% | -2.7% | 23% |
| 3 Months | -88.8% | -91.1% | -88.5% |
| 12 Months | 58.4% | 61.2% | 55.1% |
| 5 Years | 94.2% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #52 | 0.18% | -2.15% |
| 3 Month | #111 | 1.33% | 0.42% |
| 12 Month | #53 | 0.66% | -1.74% |
| 5 Years | #4 | 27.2% | 13.4% |
FAQs
Does FNDB Schwab Fundamental outperforms the market?
Yes,
over the last 12 months FNDB made 9.93%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months FNDB made -7.19%, while DIA made -8.41%.
Over the last 3 months FNDB made -7.19%, while DIA made -8.41%.
Performance Comparison FNDB vs Indeces and Sectors
FNDB vs. Indices FNDB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.0% | -2.13% | -1.03% | -1.95% |
| US NASDAQ 100 | QQQ | -2.03% | -4.40% | -1.46% | -2.74% |
| US Dow Jones Industrial 30 | DIA | -0.06% | 0.18% | -0.94% | 0.73% |
| German DAX 40 | DAX | 0.23% | -4.32% | -20.6% | -14.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.96% | -0.18% | 1.96% | 3.97% |
| Hongkong Hang Seng | HSI | -0.01% | -3.06% | -2.95% | -3.96% |
| India NIFTY 50 | INDA | 1.84% | -7.06% | -1.32% | 6.86% |
| Brasil Bovespa | EWZ | -0.20% | -7.60% | -4.73% | 15.8% |
FNDB vs. Sectors FNDB is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.25% | -1.95% | -7.16% | -14.0% |
| Consumer Discretionary | XLY | -1.08% | -2.90% | -3.54% | -3.39% |
| Consumer Staples | XLP | 2.50% | -3.20% | -6.34% | -1.27% |
| Energy | XLE | 3.48% | 10.9% | 4.76% | 21.0% |
| Financial | XLF | 0.39% | -0.89% | -8.63% | -12.8% |
| Health Care | XLV | -0.92% | 0.79% | 0.66% | 8.21% |
| Industrial | XLI | -1.42% | -3.11% | -1.74% | 0.34% |
| Materials | XLB | -0.39% | -0.57% | 6.38% | 13.5% |
| Real Estate | XLRE | 0.52% | -1.69% | -0.14% | -8.16% |
| Technology | XLK | -3.45% | -4.69% | 2.31% | 2.20% |
| Utilities | XLU | 1.84% | -3.06% | -3.15% | -11.9% |
| Aerospace & Defense | XAR | -1.95% | -9.39% | -14.6% | -16.6% |
| Biotech | XBI | -2.30% | -5.28% | 11.6% | 11.8% |
| Homebuilder | XHB | -0.31% | -0.73% | 13.8% | 17.0% |
| Retail | XRT | 0.57% | -2.44% | 4.54% | 12.7% |