(SCHK) Schwab 1000 - Performance 11.9% in 12m
Compare SCHK with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
74.65%
#31 in Group
Rel. Strength
64.69%
#2819 in Universe
Total Return 12m
11.88%
#65 in Group
Total Return 5y
113.98%
#23 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: SCHK (11.9%) vs SPY (11.9%)
5y Drawdown (Underwater) Chart
Top Performers in Large Blend
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 |
|---|---|---|---|---|---|---|---|---|
| SPMO NYSE ARCA Invesco SP500 Momentum |
2.2% | 25.4% | 154% | - | - | - | - | - |
| FCPI BATS Fidelity Stocks Inflation |
-1.59% | 14.5% | 119% | - | - | - | - | - |
| LGLV NYSE ARCA SPDR SSGA US Large Cap Low |
-1.88% | 16.8% | 96.5% | - | - | - | - | - |
| JQUA NYSE ARCA JPMorgan U.S. Quality |
-0.67% | 13.6% | 115% | - | - | - | - | - |
| FFLC BATS Fidelity Fundamental Large |
-0.97% | 7.91% | 123% | - | - | - | - | - |
| FMIL BATS Fidelity New Millennium |
-0.78% | 8.11% | 121% | - | - | - | - | - |
| USMC NASDAQ Principal U.S. Mega-Cap |
0.11% | 16.3% | 115% | - | - | - | - | - |
| LRGF NYSE ARCA iShares U.S. Equity Factor |
-0.35% | 13.5% | 116% | - | - | - | - | - |
Performance Comparison: SCHK vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCHK
| Total Return (including Dividends) | SCHK | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.74% | -0.87% | -0.87% |
| 3 Months | -8.07% | -7.58% | -7.58% |
| 12 Months | 11.88% | 11.88% | 11.88% |
| 5 Years | 113.98% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | SCHK | SPY | S&P 500 |
| 1 Month | 23.7% | 23% | 23% |
| 3 Months | -88.6% | -88.5% | -88.5% |
| 12 Months | 56.3% | 55.1% | 55.1% |
| 5 Years | 82.1% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #84 | 0.13% | 0.13% |
| 3 Month | #134 | -0.53% | -0.53% |
| 12 Month | #67 | 0.0% | 0.0% |
| 5 Years | #40 | 1.74% | 1.74% |
FAQs
Does SCHK Schwab 1000 outperforms the market?
No,
over the last 12 months SCHK made 11.88%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months SCHK made -8.07%, while SPY made -7.58%.
Over the last 3 months SCHK made -8.07%, while SPY made -7.58%.
Performance Comparison SCHK vs Indeces and Sectors
SCHK vs. Indices SCHK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.04% | 0.13% | -0.19% | - |
| US NASDAQ 100 | QQQ | -1.07% | -2.14% | -0.62% | -0.79% |
| US Dow Jones Industrial 30 | DIA | 0.90% | 2.44% | -0.10% | 2.68% |
| German DAX 40 | DAX | 1.19% | -2.06% | -19.7% | -12.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 3.92% | 2.08% | 2.80% | 5.92% |
| Hongkong Hang Seng | HSI | 0.95% | -0.80% | -2.11% | -2.01% |
| India NIFTY 50 | INDA | 2.80% | -4.80% | -0.48% | 8.81% |
| Brasil Bovespa | EWZ | 0.76% | -5.34% | -3.89% | 17.7% |
SCHK vs. Sectors SCHK is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.29% | 0.31% | -6.32% | -12.1% |
| Consumer Discretionary | XLY | -0.12% | -0.64% | -2.70% | -1.44% |
| Consumer Staples | XLP | 3.46% | -0.94% | -5.50% | 0.68% |
| Energy | XLE | 4.44% | 13.1% | 5.60% | 23.0% |
| Financial | XLF | 1.35% | 1.37% | -7.79% | -10.8% |
| Health Care | XLV | 0.04% | 3.05% | 1.50% | 10.2% |
| Industrial | XLI | -0.46% | -0.85% | -0.90% | 2.29% |
| Materials | XLB | 0.57% | 1.69% | 7.22% | 15.4% |
| Real Estate | XLRE | 1.48% | 0.57% | 0.70% | -6.21% |
| Technology | XLK | -2.49% | -2.43% | 3.15% | 4.15% |
| Utilities | XLU | 2.80% | -0.80% | -2.31% | -9.95% |
| Aerospace & Defense | XAR | -0.99% | -7.13% | -13.7% | -14.7% |
| Biotech | XBI | -1.34% | -3.02% | 12.5% | 13.7% |
| Homebuilder | XHB | 0.65% | 1.53% | 14.6% | 18.9% |
| Retail | XRT | 1.53% | -0.18% | 5.38% | 14.6% |