(FNDB) Schwab Fundamental - Performance 9.4% in 12m
FNDB performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
74.86%
#22 in Peer-Group
Rel. Strength
54.96%
#3360 in Stock-Universe
Total Return 12m
9.42%
#81 in Peer-Group
Total Return 5y
117.08%
#8 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 24.48 USD |
| 52 Week Low | 20.36 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 54.97 |
| Buy/Sell Signal +-5 | -1.31 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: FNDB (9.4%) vs DIA (11.7%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
|---|---|---|---|---|---|---|---|---|
| RWL NYSE ARCA Invesco SP500 Revenue |
1.94% | 12.3% | 120% | - | - | - | - | - |
| PRF NYSE ARCA Invesco FTSE RAFI US 1000 |
2.02% | 11.4% | 169% | - | - | - | - | - |
| FDL NYSE ARCA First Trust Morningstar |
- | 14.9% | 106% | - | - | - | - | - |
| PWV NYSE ARCA Invesco Dynamic Large Cap |
2.35% | 14.1% | 107% | - | - | - | - | - |
| FDVV NYSE ARCA Fidelity High Dividend |
3.04% | 12.8% | 127% | - | - | - | - | - |
| EQL NYSE ARCA ALPS Equal Sector Weight |
0.91% | 12.7% | 113% | - | - | - | - | - |
| SCHV NYSE ARCA Schwab U.S. Large-Cap Value |
1.38% | 14.4% | 112% | - | - | - | - | - |
| DLN NYSE ARCA WisdomTree U.S. LargeCap |
1.61% | 13% | 98.2% | - | - | - | - | - |
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 | 1.59% | 1.71% | 3.01% |
| 3 Months | 1.11% | 1.36% | 5.82% |
| 12 Months | 9.42% | 11.70% | 12.82% |
| 5 Years | 117.08% | 83.92% | 114.16% |
| Trend Score (consistency of price movement) | FNDB | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 78.1% | 44% | 78.3% |
| 3 Months | 75% | 73.5% | 87.1% |
| 12 Months | 30.2% | 38% | 43.5% |
| 5 Years | 90.2% | 86% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
|---|---|---|---|
| 1 Month | #61 | -0.11% | -1.37% |
| 3 Month | #65 | -0.25% | -4.45% |
| 12 Month | #82 | -2.05% | -3.02% |
| 5 Years | #10 | 18.03% | 1.36% |
FAQs
Does Schwab Fundamental (FNDB) outperform the market?
No,
over the last 12 months FNDB made 9.42%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 11.70%.
Over the last 3 months FNDB made 1.11%, while DIA made 1.36%.
Performance Comparison FNDB vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
FNDB vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.2% | -1.4% | -1.3% | -3% |
| US NASDAQ 100 | QQQ | -1.7% | -2.4% | -2.2% | -4% |
| German DAX 40 | DAX | -0% | 4.6% | -17% | -19% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.8% | -2.7% | -1.9% | -10% |
| Hongkong Hang Seng | HSI | -3.6% | -6.6% | -20.4% | -26% |
| India NIFTY 50 | INDA | -1.5% | 0.7% | -3% | 9% |
| Brasil Bovespa | EWZ | 2.6% | 1.3% | -23.4% | 3% |
FNDB vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.2% | -2% | -6.6% | -14% |
| Consumer Discretionary | XLY | -0.7% | 3.1% | 8.6% | -10% |
| Consumer Staples | XLP | 0.3% | 3.5% | -1.7% | 3% |
| Energy | XLE | 4% | -1.5% | -1.3% | 14% |
| Financial | XLF | -2% | 0.3% | -5.2% | -17% |
| Health Care | XLV | -0.3% | -0.2% | 3.5% | 17% |
| Industrial | XLI | -0.7% | 1% | -7.5% | -10% |
| Materials | XLB | 0.4% | 1.5% | -2.4% | 10% |
| Real Estate | XLRE | 1.3% | 0.9% | -2.2% | -3% |
| Technology | XLK | -2.6% | -6% | -3.7% | -1% |
| Utilities | XLU | 0.1% | 2.3% | -6.7% | -11% |
| Aerospace & Defense | XAR | -1.9% | -3.2% | -18.2% | -35% |
| Biotech | XBI | -0% | -3.4% | 10.4% | 20% |
| Homebuilder | XHB | -3.3% | 1.3% | 8.7% | 13% |
| Retail | XRT | 0.2% | 1.3% | 6.3% | 7% |
FNDB vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 11.6% | -7.37% | - | 17% |
| Natural Gas | UNG | 13.1% | 8.7% | -2.9% | 26% |
| Gold | GLD | 1.7% | 0.7% | -26.1% | -34% |
| Silver | SLV | 1.5% | -7.6% | -21.4% | -16% |
| Copper | CPER | -1% | -2.5% | -19% | -4% |
FNDB vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.3% | -0.9% | -1.2% | 13% |
| iShares High Yield Corp. Bond | HYG | -0% | 0.2% | -3.9% | -0% |