Schwab Tax-free Financials
| SWNTX Fund | USD 11.09 0.02 0.18% |
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 Tax-free Fund Summary
Schwab Tax-free competes with John Hancock, 1919 Financial, Vanguard Financials, Financials Ultrasector, and Prudential Financial. To pursue its goal, the fund primarily invests in investment-grade municipal securities - those in the four highest credit rating categories . It normally invests at least 80 percent of its net assets in municipal securities the interest from which is exempt from federal income tax, including the federal alternative minimum tax .Specialization | Muni National Interm, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085174030 |
| Business Address | Schwab Investments |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Muni National Interm |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Tax-free Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Tax-free's current stock value. Our valuation model uses many indicators to compare Schwab Tax-free value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Tax-free competition to find correlations between indicators driving Schwab Tax-free's intrinsic value. More Info.Schwab Tax Free 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 495.63 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 Tax-free's earnings, one of the primary drivers of an investment's value.Schwab Tax Free Systematic Risk
Schwab Tax-free's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Tax-free 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-eight with a total number of output elements of thirty-three. The Beta measures systematic risk based on how returns on Schwab Tax Free correlated with the market. If Beta is less than 0 Schwab Tax-free generally moves in the opposite direction as compared to the market. If Schwab Tax-free Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Tax Free is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Tax-free is generally in the same direction as the market. If Beta > 1 Schwab Tax-free moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Tax-free December 3, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Tax-free help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Tax Free Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Tax Free 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 Tax-free's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3514 | |||
| Information Ratio | (0.50) | |||
| Maximum Drawdown | 1.28 | |||
| Value At Risk | (0.36) | |||
| Potential Upside | 0.275 |
Other Information on Investing in Schwab Mutual Fund
Schwab Tax-free 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 Tax-free security.
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