(FNDX) Schwab Fundamental - Performance 10.4% in 12m
Compare FNDX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
89.47%
#1 in Group
Rel. Strength
62.09%
#3026 in Universe
Total Return 12m
10.39%
#42 in Group
Total Return 5y
145.97%
#2 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: FNDX (10.4%) 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: FNDX vs DIA vs S&P 500
DIA (SPDR Dow Jones Industrial ETF) is the Sector Benchmark for FNDX
| Total Return (including Dividends) | FNDX | DIA | S&P 500 |
|---|---|---|---|
| 1 Month | -3.35% | -3.18% | -0.87% |
| 3 Months | -6.94% | -8.41% | -7.58% |
| 12 Months | 10.39% | 9.20% | 11.88% |
| 5 Years | 145.97% | 87.63% | 110.33% |
| Trend Score (consistency of price movement) | FNDX | DIA | S&P 500 |
| 1 Month | 20.2% | -2.7% | 23% |
| 3 Months | -88.4% | -91.1% | -88.5% |
| 12 Months | 61.1% | 61.2% | 55.1% |
| 5 Years | 94.9% | 86.2% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. DIA | vs. S&P 500 |
| 1 Month | #74 | -0.17% | -2.50% |
| 3 Month | #104 | 1.61% | 0.69% |
| 12 Month | #45 | 1.09% | -1.33% |
| 5 Years | #3 | 31.1% | 17.0% |
FAQs
Does FNDX Schwab Fundamental outperforms the market?
Yes,
over the last 12 months FNDX made 10.39%, while its related Sector, the SPDR Dow Jones Industrial (DIA) made 9.20%.
Over the last 3 months FNDX made -6.94%, while DIA made -8.41%.
Over the last 3 months FNDX made -6.94%, while DIA made -8.41%.
Performance Comparison FNDX vs Indeces and Sectors
FNDX vs. Indices FNDX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.28% | -2.48% | -0.64% | -1.49% |
| US NASDAQ 100 | QQQ | -2.31% | -4.75% | -1.07% | -2.28% |
| US Dow Jones Industrial 30 | DIA | -0.34% | -0.17% | -0.55% | 1.19% |
| German DAX 40 | DAX | -0.05% | -4.67% | -20.2% | -14.3% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.68% | -0.53% | 2.35% | 4.43% |
| Hongkong Hang Seng | HSI | -0.29% | -3.41% | -2.56% | -3.50% |
| India NIFTY 50 | INDA | 1.56% | -7.41% | -0.93% | 7.32% |
| Brasil Bovespa | EWZ | -0.48% | -7.95% | -4.34% | 16.2% |
FNDX vs. Sectors FNDX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.53% | -2.30% | -6.77% | -13.6% |
| Consumer Discretionary | XLY | -1.36% | -3.25% | -3.15% | -2.93% |
| Consumer Staples | XLP | 2.22% | -3.55% | -5.95% | -0.81% |
| Energy | XLE | 3.20% | 10.5% | 5.15% | 21.5% |
| Financial | XLF | 0.11% | -1.24% | -8.24% | -12.3% |
| Health Care | XLV | -1.20% | 0.44% | 1.05% | 8.67% |
| Industrial | XLI | -1.70% | -3.46% | -1.35% | 0.80% |
| Materials | XLB | -0.67% | -0.92% | 6.77% | 13.9% |
| Real Estate | XLRE | 0.24% | -2.04% | 0.25% | -7.70% |
| Technology | XLK | -3.73% | -5.04% | 2.70% | 2.66% |
| Utilities | XLU | 1.56% | -3.41% | -2.76% | -11.4% |
| Aerospace & Defense | XAR | -2.23% | -9.74% | -14.2% | -16.2% |
| Biotech | XBI | -2.58% | -5.63% | 12.0% | 12.2% |
| Homebuilder | XHB | -0.59% | -1.08% | 14.2% | 17.4% |
| Retail | XRT | 0.29% | -2.79% | 4.93% | 13.1% |