Schwab Markettrack Financials
| SWBGX Fund | USD 21.01 0.02 0.1% |
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 Markettrack Fund Summary
Schwab Markettrack competes with Schwab Target, Schwab California, Schwab Markettrack, Schwab Core, and Schwab Us. To pursue its goal, the fund maintains a defined asset allocation. The funds target allocation includes bond, stock and cash investments. Its allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the funds volatility. The fund seeks to remain close to the target allocations of approximately 60 percent equity, 36 percent fixed income and 4 percent cash and cash equivalents .Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085094006 |
| Business Address | Schwab Capital Trust |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Markettrack Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Markettrack's current stock value. Our valuation model uses many indicators to compare Schwab Markettrack value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Markettrack competition to find correlations between indicators driving Schwab Markettrack's intrinsic value. More Info.Schwab Markettrack Balanced is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.46 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Markettrack Balanced is roughly 2.20 . 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 Markettrack's earnings, one of the primary drivers of an investment's value.Schwab Markettrack Systematic Risk
Schwab Markettrack's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Markettrack 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Schwab Markettrack correlated with the market. If Beta is less than 0 Schwab Markettrack generally moves in the opposite direction as compared to the market. If Schwab Markettrack Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Markettrack is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Markettrack is generally in the same direction as the market. If Beta > 1 Schwab Markettrack moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Markettrack December 2, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Markettrack help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Markettrack Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Markettrack Balanced 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 Markettrack's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4204 | |||
| Information Ratio | (0.26) | |||
| Maximum Drawdown | 1.98 | |||
| Value At Risk | (0.67) | |||
| Potential Upside | 0.7775 |
Other Information on Investing in Schwab Mutual Fund
Schwab Markettrack 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 Markettrack security.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |