(FNDF) Schwab Fundamental - Performance 11.3% in 12m
Compare FNDF with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
67.47%
#18 in Group
Rel. Strength
63.61%
#2905 in Universe
Total Return 12m
11.28%
#42 in Group
Total Return 5y
103.40%
#7 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: FNDF (11.3%) vs DIA (9.2%)
5y Drawdown (Underwater) Chart
Top Performers in Foreign 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 |
|---|---|---|---|---|---|---|---|---|
| LVHI BATS Franklin International Low |
-1.02% | 14.5% | 105% | - | - | - | - | - |
| DDWM BATS WisdomTree Dynamic Currency |
3.02% | 15.7% | 95.6% | - | - | - | - | - |
| VYMI NASDAQ Vanguard International High |
2.74% | 17% | 102% | - | - | - | - | - |
| IVLU NYSE ARCA iShares Edge MSCI Intl |
2.94% | 17.1% | 108% | - | - | - | - | - |
| EFV BATS iShares MSCI EAFE Value |
3.43% | 19.3% | 104% | - | - | - | - | - |
| PID NASDAQ Invesco International |
3.41% | 15% | 99.3% | - | - | - | - | - |
| HDEF NYSE ARCA Xtrackers MSCI EAFE High |
3.39% | 19.8% | 87.4% | - | - | - | - | - |
| IDOG NYSE ARCA ALPS International Sector |
2.85% | 16.3% | 99% | - | - | - | - | - |
Performance Comparison: FNDF vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FNDF
| Total Return (including Dividends) | FNDF | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | 2.99% | -3.18% | -0.87% |
| 3 Months | 7.98% | -8.41% | -7.58% |
| 12 Months | 11.28% | 9.20% | 11.88% |
| 5 Years | 103.40% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | FNDF | DIA | S&P 500 |
| 1 Month | 71.0% | -2.7% | 23% |
| 3 Months | 36.3% | -91.1% | -88.5% |
| 12 Months | 28.0% | 61.2% | 55.1% |
| 5 Years | 84.4% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #33 | 6.37% | 3.89% |
| 3 Month | #35 | 17.9% | 16.8% |
| 12 Month | #42 | 1.90% | -0.53% |
| 5 Years | #10 | 8.41% | -3.29% |
FAQs
Does FNDF Schwab Fundamental outperforms the market?
Yes,
over the last 12 months FNDF made 11.28%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months FNDF made 7.98%, while DIA made -8.41%.
Over the last 3 months FNDF made 7.98%, while DIA made -8.41%.
Performance Comparison FNDF vs Indeces and Sectors
FNDF vs. Indices FNDF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.51% | 3.86% | 9.84% | -0.60% |
| US NASDAQ 100 | QQQ | -2.54% | 1.59% | 9.41% | -1.39% |
| US Dow Jones Industrial 30 | DIA | -0.57% | 6.17% | 9.93% | 2.08% |
| German DAX 40 | DAX | -0.28% | 1.67% | -9.68% | -13.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.45% | 5.81% | 12.8% | 5.32% |
| Hongkong Hang Seng | HSI | -0.52% | 2.93% | 7.92% | -2.61% |
| India NIFTY 50 | INDA | 1.33% | -1.07% | 9.55% | 8.21% |
| Brasil Bovespa | EWZ | -0.71% | -1.61% | 6.14% | 17.1% |
FNDF vs. Sectors FNDF is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.76% | 4.04% | 3.71% | -12.7% |
| Consumer Discretionary | XLY | -1.59% | 3.09% | 7.33% | -2.04% |
| Consumer Staples | XLP | 1.99% | 2.79% | 4.53% | 0.08% |
| Energy | XLE | 2.97% | 16.9% | 15.6% | 22.4% |
| Financial | XLF | -0.12% | 5.10% | 2.24% | -11.4% |
| Health Care | XLV | -1.43% | 6.78% | 11.5% | 9.56% |
| Industrial | XLI | -1.93% | 2.88% | 9.13% | 1.69% |
| Materials | XLB | -0.90% | 5.42% | 17.3% | 14.8% |
| Real Estate | XLRE | 0.01% | 4.30% | 10.7% | -6.81% |
| Technology | XLK | -3.96% | 1.30% | 13.2% | 3.55% |
| Utilities | XLU | 1.33% | 2.93% | 7.72% | -10.6% |
| Aerospace & Defense | XAR | -2.46% | -3.40% | -3.69% | -15.3% |
| Biotech | XBI | -2.81% | 0.71% | 22.5% | 13.1% |
| Homebuilder | XHB | -0.82% | 5.26% | 24.7% | 18.3% |
| Retail | XRT | 0.06% | 3.55% | 15.4% | 14.0% |