(SCHM) Schwab U.S. Mid-Cap - Performance 12.4% in 12m
SCHM performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
50.08%
#45 in Peer-Group
Rel. Strength
56.35%
#3366 in Stock-Universe
Total Return 12m
12.37%
#49 in Peer-Group
Total Return 5y
76.21%
#43 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 29.76 USD |
| 52 Week Low | 22.84 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 95.49 |
| Buy/Sell Signal +-5 | 1.74 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: SCHM (12.4%) vs SPY (14.4%)
5y Drawdown (Underwater) Chart
Top Performer in Mid-Cap 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 |
|---|---|---|---|---|---|---|---|---|
| VFMV BATS Vanguard U.S. Minimum |
1.84% | 15.2% | 77.8% | - | - | - | - | - |
| USMF BATS WisdomTree U.S. Multifactor |
1.66% | 14.7% | 82% | - | - | - | - | - |
| SPHB NYSE ARCA Invesco SP500 High Beta |
12% | 18% | 158% | - | - | - | - | - |
| TPLC NYSE ARCA Timothy Plan US Large/Mid |
3.68% | 13.3% | 88.7% | - | - | - | - | - |
| XMMO NYSE ARCA Invesco S&P MidCap Momentum |
4.23% | 15.3% | 124% | - | - | - | - | - |
| EUSA NYSE ARCA iShares MSCI USA Equal |
4.79% | 15.7% | 86.4% | - | - | - | - | - |
| IMCB NYSE ARCA iShares Morningstar Mid-Cap |
4.66% | 17% | 85.2% | - | - | - | - | - |
| VFMO BATS Vanguard U.S. Momentum |
4.38% | 15.6% | 106% | - | - | - | - | - |
Performance Comparison: SCHM vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCHM
| Total Return (including Dividends) | SCHM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 5.93% | 4.99% | 4.99% |
| 3 Months | 7.32% | 10.23% | 10.23% |
| 12 Months | 12.37% | 14.42% | 14.42% |
| 5 Years | 76.21% | 110.17% | 110.17% |
| Trend Score (consistency of price movement) | SCHM | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 72.4% | 79.1% | 79.1% |
| 3 Months | 87.6% | 95.5% | 95.5% |
| 12 Months | 10.3% | 44.7% | 44.7% |
| 5 Years | 64.8% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th75.61 | 0.89% | 0.89% |
| 3 Month | %th67.07 | -2.65% | -2.65% |
| 12 Month | %th41.46 | -1.80% | -1.80% |
| 5 Years | %th29.27 | -16.16% | -16.16% |
FAQs
Does Schwab U.S. Mid-Cap (SCHM) outperform the market?
No,
over the last 12 months SCHM made 12.37%, while its related Sector, the SPDR SP500 Trust (SPY) made 14.42%.
Over the last 3 months SCHM made 7.32%, while SPY made 10.23%.
Performance Comparison SCHM vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
SCHM vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 1.5% | 0.9% | -2.9% | -2% |
| US NASDAQ 100 | QQQ | 1.9% | 0.5% | -4.4% | -1% |
| German DAX 40 | DAX | 2.5% | 6.5% | -14.5% | -18% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.2% | 1.8% | -3.4% | -5% |
| Hongkong Hang Seng | HSI | 3.4% | -1.2% | -21.4% | -24% |
| India NIFTY 50 | INDA | 2.6% | 4% | -0.3% | 13% |
| Brasil Bovespa | EWZ | -1.2% | -2.1% | -25.8% | -1% |
SCHM vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 1.5% | 0.2% | -7.2% | -14% |
| Consumer Discretionary | XLY | 0.4% | 3.1% | 4% | -7% |
| Consumer Staples | XLP | 1.2% | 6.1% | -2.3% | 2% |
| Energy | XLE | 0.8% | -0.2% | 1.9% | 14% |
| Financial | XLF | 1.3% | 2.4% | -6.1% | -16% |
| Health Care | XLV | 2.6% | 3.5% | 4.6% | 17% |
| Industrial | XLI | 0.6% | 1.7% | -9.7% | -12% |
| Materials | XLB | -1.6% | 0.1% | -7.1% | 5% |
| Real Estate | XLRE | 2.3% | 5.1% | -1.5% | -1% |
| Technology | XLK | 2% | -3.1% | -5.9% | 1% |
| Utilities | XLU | 2.8% | 6.4% | -4.2% | -11% |
| Aerospace & Defense | XAR | 1.3% | -1.6% | -21.2% | -36% |
| Biotech | XBI | 1.8% | 1.6% | 11.2% | 20% |
| Homebuilder | XHB | -3.4% | -5.7% | 3.1% | 6% |
| Retail | XRT | -1.2% | 0.4% | 2.3% | 2% |
SCHM vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 0.6% | -2.75% | 5.59% | 19% |
| Natural Gas | UNG | 6.4% | 14.5% | 13.2% | 18% |
| Gold | GLD | 3% | 6.7% | -22.2% | -31% |
| Silver | SLV | 3% | 0.7% | -19.6% | -11% |
| Copper | CPER | -0.8% | -0.2% | -23.5% | -5% |
SCHM vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 3.2% | 2.7% | 1.7% | 12% |
| iShares High Yield Corp. Bond | HYG | 3% | 4% | -1% | 2% |