Schwab Total Financials
| SWTSX Fund | USD 103.65 0.02 0.02% |
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 Total Fund Summary
Schwab Total competes with Calvert Global, Goehring Rozencwajg, Energy Basic, Dreyfus Natural, and Icon Natural. The fund generally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. It generally gives the same weight to a given stock as the index does. The index is designed to measure all publicly traded stocks of companies headquartered in the United States for which pricing information is readily available the index contains 4,113 stocks as of December 31, 2023. It is non-diversified.Specialization | Large Blend, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085097561 |
| Business Address | Schwab Capital Trust |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Large Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Total Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Total's current stock value. Our valuation model uses many indicators to compare Schwab Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Total competition to find correlations between indicators driving Schwab Total's intrinsic value. More Info.Schwab Total Stock 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 0.89 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Total Stock is roughly 1.13 . 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 Total's earnings, one of the primary drivers of an investment's value.Schwab Total Stock Systematic Risk
Schwab Total's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Total 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 fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Schwab Total Stock correlated with the market. If Beta is less than 0 Schwab Total generally moves in the opposite direction as compared to the market. If Schwab Total Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Total Stock is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Total is generally in the same direction as the market. If Beta > 1 Schwab Total moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Total December 4, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Total help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Total Stock. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Total Stock 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 Total's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8304 | |||
| Information Ratio | 0.0326 | |||
| Maximum Drawdown | 4.12 | |||
| Value At Risk | (1.30) | |||
| Potential Upside | 1.1 |
Other Information on Investing in Schwab Mutual Fund
Schwab Total 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 Total security.
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