Schwab Large Cap Value Fund Manager Performance Evaluation
| SWLVX Fund | USD 62.43 0.34 0.54% |
The entity has a beta of 0.82, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Us' returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Us is expected to be smaller as well.
Risk-Adjusted Performance
14 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Large Cap Value are ranked lower than 14 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Schwab Us may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more| Expense Ratio Date | 27th of February 2023 | |
| Expense Ratio | 0.0350 |
Schwab |
Schwab Us Relative Risk vs. Return Landscape
If you would invest 5,794 in Schwab Large Cap Value on September 5, 2024 and sell it today you would earn a total of 449.00 from holding Schwab Large Cap Value or generate 7.75% return on investment over 90 days. Schwab Large Cap Value is currently producing 0.1188% returns and takes up 0.6491% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Schwab, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Schwab Us Current Valuation
Fairly Valued
Today
Please note that Schwab Us' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Schwab Large Cap has a current Real Value of $61.93 per share. The regular price of the fund is $62.43. We determine the value of Schwab Large Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Schwab Us is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Schwab Mutual Fund. However, Schwab Us' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 62.43 | Real 61.93 | Hype 62.43 | Naive 62.58 |
The intrinsic value of Schwab Us' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Schwab Us' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Schwab Large Cap Value helps investors to forecast how Schwab mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Schwab Us more accurately as focusing exclusively on Schwab Us' fundamentals will not take into account other important factors: Schwab Us Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Us' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Schwab Large Cap Value, and traders can use it to determine the average amount a Schwab Us' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.183
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| Cash | SWLVX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.65 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.18 actual daily | 14 86% of assets perform better |
Based on monthly moving average Schwab Us is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schwab Us by adding it to a well-diversified portfolio.
Schwab Us Fundamentals Growth
Schwab Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Schwab Us, and Schwab Us fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Schwab Mutual Fund performance.
About Schwab Us Performance
Evaluating Schwab Us' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schwab Us has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Schwab Us has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
To pursue its goal, the fund generally invests in stocks that are included in the Russell 1000 Value Index. It is the funds policy that under normal circumstances it will invest at least 90 percent of its net assets in securities included in the index. The Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. equity universe.Things to note about Schwab Large Cap performance evaluation
Checking the ongoing alerts about Schwab Us for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Schwab Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Schwab Us' performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Schwab Us' mutual fund performance include:- Analyzing Schwab Us' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Schwab Us' stock is overvalued or undervalued compared to its peers.
- Examining Schwab Us' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Schwab Us' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schwab Us' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Schwab Us' mutual fund. These opinions can provide insight into Schwab Us' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Schwab Mutual Fund
Schwab Us 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 Us security.
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