Schwab Aggregate Financials
| SWAGX Fund | USD 8.92 0.02 0.22% |
Schwab |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Schwab Aggregate Fund Summary
Schwab Aggregate competes with Schwab International, Schwab Total, Schwab Short-term, Schwab Small, and Schwab Treasury. The index is a broad-based benchmark measuring the performance of the U.S. investment grade, taxable bond market, including U.S. Treasuries, government-related and corporate bonds, mortgage pass-through securities, commercial mortgage-backed securities, and asset-backed securities that are publicly available for sale in the United States. The fund will invest at least 90 percent of its net assets in securities included in the index.Specialization | Intermediate Core Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Schwab Investments |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Intermediate Core Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Aggregate Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Aggregate's current stock value. Our valuation model uses many indicators to compare Schwab Aggregate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Aggregate competition to find correlations between indicators driving Schwab Aggregate's intrinsic value. More Info.Schwab Aggregate Bond is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 1,196 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Schwab Aggregate's earnings, one of the primary drivers of an investment's value.Schwab Aggregate Bond Systematic Risk
Schwab Aggregate's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Aggregate volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Schwab Aggregate Bond correlated with the market. If Beta is less than 0 Schwab Aggregate generally moves in the opposite direction as compared to the market. If Schwab Aggregate Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Aggregate Bond is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Aggregate is generally in the same direction as the market. If Beta > 1 Schwab Aggregate moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Aggregate March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Aggregate help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Aggregate Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Aggregate Bond based on widely used predictive technical indicators. In general, we focus on analyzing Schwab Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Schwab Aggregate's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3229 | |||
| Information Ratio | 0.2719 | |||
| Maximum Drawdown | 1.38 | |||
| Value At Risk | (0.35) | |||
| Potential Upside | 0.5734 |
Other Information on Investing in Schwab Mutual Fund
Schwab Aggregate financial ratios help investors to determine whether Schwab Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Schwab with respect to the benefits of owning Schwab Aggregate security.
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