(FNDC) Schwab Fundamental - Performance 12.5% in 12m
Compare FNDC with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
46.67%
#6 in Group
Rel. Strength
66.63%
#2656 in Universe
Total Return 12m
12.45%
#7 in Group
Total Return 5y
68.85%
#6 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: FNDC (12.5%) vs SPY (9.9%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign Small/Mid 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 |
|---|---|---|---|---|---|---|---|---|
| AVDV NYSE ARCA Avantis International |
11.1% | 15.7% | 107% | - | - | - | - | - |
| DDLS BATS WisdomTree Dynamic Currency |
9.65% | 11.3% | 83% | - | - | - | - | - |
| GVAL BATS Cambria Global Value |
10% | 23% | 105% | - | - | - | - | - |
| FYLD BATS Cambria Foreign Shareholder |
9.41% | 3.66% | 104% | - | - | - | - | - |
| DISV BATS Dimensional Trust |
11.3% | 13.8% | 32.8% | - | - | - | - | - |
| FNDC NYSE ARCA Schwab Fundamental |
10.3% | 12.5% | 68.9% | - | - | - | - | - |
| DLS NYSE ARCA WisdomTree International |
10.8% | 11.4% | 63.3% | - | - | - | - | - |
| PDN NYSE ARCA Invesco FTSE RAFI Developed |
10.2% | 11.8% | 59.7% | - | - | - | - | - |
Performance Comparison: FNDC vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for FNDC
| Total Return (including Dividends) | FNDC | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 10.27% | 2.87% | 2.87% |
| 3 Months | 8.97% | -6.42% | -6.42% |
| 12 Months | 12.45% | 9.87% | 9.87% |
| 5 Years | 68.85% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | FNDC | SPY | S&P 500 |
| 1 Month | 97.9% | 89.4% | 89.4% |
| 3 Months | 57.9% | -72% | -72% |
| 12 Months | 48.1% | 49.3% | 49.3% |
| 5 Years | 42.8% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #4 | 7.20% | 7.20% |
| 3 Month | #7 | 16.4% | 16.4% |
| 12 Month | #7 | 2.35% | 2.35% |
| 5 Years | #9 | -18.6% | -18.6% |
FAQs
Does FNDC Schwab Fundamental outperforms the market?
Yes,
over the last 12 months FNDC made 12.45%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months FNDC made 8.97%, while SPY made -6.42%.
Over the last 3 months FNDC made 8.97%, while SPY made -6.42%.
Performance Comparison FNDC vs Indeces and Sectors
FNDC vs. Indices FNDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.29% | 7.40% | 16.0% | 2.58% |
| US NASDAQ 100 | QQQ | 1.04% | 5.56% | 15.6% | 1.13% |
| US Dow Jones Industrial 30 | DIA | 1.01% | 8.66% | 17.0% | 6.08% |
| German DAX 40 | DAX | -0.83% | -9.01% | -9.58% | -12.6% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.63% | 4.0% | 16.8% | 6.82% |
| Hongkong Hang Seng | HSI | -2.23% | -5.94% | 6.51% | 0.36% |
| India NIFTY 50 | INDA | 3.68% | 7.99% | 14.1% | 10.1% |
| Brasil Bovespa | EWZ | -0.76% | -1.26% | 6.79% | 18.9% |
FNDC vs. Sectors FNDC is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.11% | 6.60% | 9.82% | -7.88% |
| Consumer Discretionary | XLY | 0.37% | 6.76% | 18.2% | -1.60% |
| Consumer Staples | XLP | 1.66% | 8.25% | 9.09% | 4.89% |
| Energy | XLE | 0.31% | 10.2% | 22.0% | 22.2% |
| Financial | XLF | 0.66% | 4.70% | 10.1% | -9.07% |
| Health Care | XLV | 5.08% | 14.7% | 21.2% | 18.4% |
| Industrial | XLI | -0.28% | 2.89% | 15.0% | 2.46% |
| Materials | XLB | 1.30% | 5.56% | 20.1% | 18.5% |
| Real Estate | XLRE | 1.62% | 4.15% | 13.6% | -1.01% |
| Technology | XLK | 0.40% | 3.53% | 18.3% | 5.45% |
| Utilities | XLU | 0.25% | 4.65% | 8.23% | -3.46% |
| Aerospace & Defense | XAR | 0.78% | 0.93% | 6.70% | -12.7% |
| Biotech | XBI | 9.37% | 8.25% | 37.1% | 26.5% |
| Homebuilder | XHB | 1.73% | 7.20% | 29.6% | 22.2% |
| Retail | XRT | 1.14% | 6.68% | 22.3% | 16.8% |