(SCHX) Schwab U.S. Large-Cap - Performance 13.3% in 12m
Compare SCHX with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
75.95%
#20 in Group
Rel. Strength
67.02%
#2633 in Universe
Total Return 12m
13.32%
#34 in Group
Total Return 5y
118.67%
#11 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: SCHX (13.3%) 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: SCHX vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for SCHX
| Total Return (including Dividends) | SCHX | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -0.68% | -0.87% | -0.87% |
| 3 Months | -7.86% | -7.58% | -7.58% |
| 12 Months | 13.32% | 11.88% | 11.88% |
| 5 Years | 118.67% | 110.33% | 110.33% |
| Trend Score (consistency of price movement) | SCHX | SPY | S&P 500 |
| 1 Month | 23.8% | 23% | 23% |
| 3 Months | -88.4% | -88.5% | -88.5% |
| 12 Months | 58.8% | 55.1% | 55.1% |
| 5 Years | 82.2% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #76 | 0.19% | 0.19% |
| 3 Month | #119 | -0.30% | -0.30% |
| 12 Month | #36 | 1.29% | 1.29% |
| 5 Years | #22 | 3.97% | 3.97% |
FAQs
Does SCHX Schwab U.S. Large-Cap outperforms the market?
Yes,
over the last 12 months SCHX made 13.32%, while its related Sector, the SPDR SP500 Trust (SPY) made 11.88%.
Over the last 3 months SCHX made -7.86%, while SPY made -7.58%.
Over the last 3 months SCHX made -7.86%, while SPY made -7.58%.
Performance Comparison SCHX vs Indeces and Sectors
SCHX vs. Indices SCHX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | 0.07% | 0.19% | 0.20% | 1.44% |
| US NASDAQ 100 | QQQ | -0.96% | -2.08% | -0.23% | 0.65% |
| US Dow Jones Industrial 30 | DIA | 1.01% | 2.50% | 0.29% | 4.12% |
| German DAX 40 | DAX | 1.30% | -2.0% | -19.3% | -11.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.03% | 2.14% | 3.19% | 7.36% |
| Hongkong Hang Seng | HSI | 1.06% | -0.74% | -1.72% | -0.57% |
| India NIFTY 50 | INDA | 2.91% | -4.74% | -0.09% | 10.3% |
| Brasil Bovespa | EWZ | 0.87% | -5.28% | -3.50% | 19.1% |
SCHX vs. Sectors SCHX is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -0.18% | 0.37% | -5.93% | -10.6% |
| Consumer Discretionary | XLY | -0.01% | -0.58% | -2.31% | - |
| Consumer Staples | XLP | 3.57% | -0.88% | -5.11% | 2.12% |
| Energy | XLE | 4.55% | 13.2% | 5.99% | 24.4% |
| Financial | XLF | 1.46% | 1.43% | -7.40% | -9.37% |
| Health Care | XLV | 0.15% | 3.11% | 1.89% | 11.6% |
| Industrial | XLI | -0.35% | -0.79% | -0.51% | 3.73% |
| Materials | XLB | 0.68% | 1.75% | 7.61% | 16.8% |
| Real Estate | XLRE | 1.59% | 0.63% | 1.09% | -4.77% |
| Technology | XLK | -2.38% | -2.37% | 3.54% | 5.59% |
| Utilities | XLU | 2.91% | -0.74% | -1.92% | -8.51% |
| Aerospace & Defense | XAR | -0.88% | -7.07% | -13.3% | -13.3% |
| Biotech | XBI | -1.23% | -2.96% | 12.8% | 15.2% |
| Homebuilder | XHB | 0.76% | 1.59% | 15.0% | 20.4% |
| Retail | XRT | 1.64% | -0.12% | 5.77% | 16.1% |