(SCHQ) Schwab Long-Term U.S. - Performance 6% in 12m
Compare SCHQ with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
-48.55%
#16 in Group
Rel. Strength
52.38%
#3801 in Universe
Total Return 12m
5.95%
#13 in Group
Total Return 5y
-36.04%
#16 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: SCHQ (6%) vs TLT (5.7%)
5y Drawdown (Underwater) Chart
Top Performers in Long Government
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 |
|---|---|---|---|---|---|---|---|---|
| XSVN NYSE ARCA Bondbloxx Trust |
0.98% | 9.1% | 6.8% | - | - | - | - | - |
| XTEN NYSE ARCA Bondbloxx Trust |
0.09% | 8.5% | 3.27% | - | - | - | - | - |
| UTEN NASDAQ Rbb Fund - US Treasury 10 |
0.84% | 8.31% | -2.05% | - | - | - | - | - |
| IEF NASDAQ iShares 7-10 Year Treasury |
1.06% | 8.99% | -12.2% | - | - | - | - | - |
| LGOV NYSE ARCA First Trust Long Duration |
0.77% | 11.1% | -16.7% | - | - | - | - | - |
| GOVI NASDAQ Invesco Equal Weight 0-30 |
-0.19% | 7.09% | -22.2% | - | - | - | - | - |
| TLH NYSE ARCA iShares 10-20 Year Treasury |
-0.72% | 7.86% | -29.2% | - | - | - | - | - |
| TYA BATS Simplify Exchange Traded |
3.19% | 16.8% | -38.6% | - | - | - | - | - |
Performance Comparison: SCHQ vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for SCHQ
| Total Return (including Dividends) | SCHQ | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | -1.74% | -1.36% | -0.87% |
| 3 Months | 2.43% | 3.00% | -7.58% |
| 12 Months | 5.95% | 5.65% | 11.88% |
| 5 Years | -36.04% | -38.91% | 110.33% |
| Trend Score (consistency of price movement) | SCHQ | TLT | S&P 500 |
| 1 Month | -33.8% | -33% | 23% |
| 3 Months | 9.80% | 2.8% | -88.5% |
| 12 Months | -3.80% | -16.9% | 55.1% |
| 5 Years | -87.2% | -89.4% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
| 1 Month | #14 | -0.38% | -0.88% |
| 3 Month | #15 | -0.55% | 10.8% |
| 12 Month | #12 | 0.29% | -5.30% |
| 5 Years | #11 | 4.71% | -69.6% |
FAQs
Does SCHQ Schwab Long-Term U.S. outperforms the market?
Yes,
over the last 12 months SCHQ made 5.95%, while its related Sector, the iShares 20+ Year Treasury (TLT) made 5.65%.
Over the last 3 months SCHQ made 2.43%, while TLT made 3.00%.
Over the last 3 months SCHQ made 2.43%, while TLT made 3.00%.
Performance Comparison SCHQ vs Indeces and Sectors
SCHQ vs. Indices SCHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.96% | -0.87% | 1.0% | -5.93% |
| US NASDAQ 100 | QQQ | -2.99% | -3.14% | 0.57% | -6.72% |
| US Dow Jones Industrial 30 | DIA | -1.02% | 1.44% | 1.09% | -3.25% |
| German DAX 40 | DAX | -0.73% | -3.06% | -18.5% | -18.7% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 2.0% | 1.08% | 3.99% | -0.01% |
| Hongkong Hang Seng | HSI | -0.97% | -1.80% | -0.92% | -7.94% |
| India NIFTY 50 | INDA | 0.88% | -5.80% | 0.71% | 2.88% |
| Brasil Bovespa | EWZ | -1.16% | -6.34% | -2.70% | 11.8% |
SCHQ vs. Sectors SCHQ is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.21% | -0.69% | -5.13% | -18.0% |
| Consumer Discretionary | XLY | -2.04% | -1.64% | -1.51% | -7.37% |
| Consumer Staples | XLP | 1.54% | -1.94% | -4.31% | -5.25% |
| Energy | XLE | 2.52% | 12.1% | 6.79% | 17.0% |
| Financial | XLF | -0.57% | 0.37% | -6.60% | -16.7% |
| Health Care | XLV | -1.88% | 2.05% | 2.69% | 4.23% |
| Industrial | XLI | -2.38% | -1.85% | 0.29% | -3.64% |
| Materials | XLB | -1.35% | 0.69% | 8.41% | 9.47% |
| Real Estate | XLRE | -0.44% | -0.43% | 1.89% | -12.1% |
| Technology | XLK | -4.41% | -3.43% | 4.34% | -1.78% |
| Utilities | XLU | 0.88% | -1.80% | -1.12% | -15.9% |
| Aerospace & Defense | XAR | -2.91% | -8.13% | -12.5% | -20.6% |
| Biotech | XBI | -3.26% | -4.02% | 13.6% | 7.78% |
| Homebuilder | XHB | -1.27% | 0.53% | 15.8% | 13.0% |
| Retail | XRT | -0.39% | -1.18% | 6.57% | 8.69% |