Schwab Balanced Fund Market Value

SWOBX Fund  USD 16.45  0.20  1.23%   
Schwab Balanced's market value is the price at which a share of Schwab Balanced trades on a public exchange. It measures the collective expectations of Schwab Balanced Fund investors about its performance. Schwab Balanced is trading at 16.45 as of the 15th of March 2025; that is 1.23 percent up since the beginning of the trading day. The fund's open price was 16.25.
With this module, you can estimate the performance of a buy and hold strategy of Schwab Balanced Fund and determine expected loss or profit from investing in Schwab Balanced over a given investment horizon. Check out Schwab Balanced Correlation, Schwab Balanced Volatility and Schwab Balanced Alpha and Beta module to complement your research on Schwab Balanced.
Symbol

Please note, there is a significant difference between Schwab Balanced's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Balanced is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Balanced's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Schwab Balanced 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Schwab Balanced's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Schwab Balanced.
0.00
12/15/2024
No Change 0.00  0.0 
In 3 months and 1 day
03/15/2025
0.00
If you would invest  0.00  in Schwab Balanced on December 15, 2024 and sell it all today you would earn a total of 0.00 from holding Schwab Balanced Fund or generate 0.0% return on investment in Schwab Balanced over 90 days. Schwab Balanced is related to or competes with Ab Bond, Lord Abbett, T Rowe, Ab Bond, Tiaa-cref Inflation-linked, Aqr Managed, and Tiaa Cref. The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfol... More

Schwab Balanced Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Schwab Balanced's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Schwab Balanced Fund upside and downside potential and time the market with a certain degree of confidence.

Schwab Balanced Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Balanced's standard deviation. In reality, there are many statistical measures that can use Schwab Balanced historical prices to predict the future Schwab Balanced's volatility.
Hype
Prediction
LowEstimatedHigh
15.0715.8516.63
Details
Intrinsic
Valuation
LowRealHigh
15.7116.4917.27
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Schwab Balanced. Your research has to be compared to or analyzed against Schwab Balanced's peers to derive any actionable benefits. When done correctly, Schwab Balanced's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Schwab Balanced.

Schwab Balanced Backtested Returns

Schwab Balanced owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.14, which indicates the fund had a -0.14 % return per unit of risk over the last 3 months. Schwab Balanced Fund exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Schwab Balanced's Variance of 0.5638, coefficient of variation of (689.08), and Risk Adjusted Performance of (0.12) to confirm the risk estimate we provide. The entity has a beta of 0.16, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Balanced is expected to be smaller as well.

Auto-correlation

    
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No correlation between past and present

Schwab Balanced Fund has no correlation between past and present. Overlapping area represents the amount of predictability between Schwab Balanced time series from 15th of December 2024 to 29th of January 2025 and 29th of January 2025 to 15th of March 2025. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Schwab Balanced price movement. The serial correlation of 0.0 indicates that just 0.0% of current Schwab Balanced price fluctuation can be explain by its past prices.
Correlation Coefficient0.0
Spearman Rank Test-0.08
Residual Average0.0
Price Variance0.05

Schwab Balanced lagged returns against current returns

Autocorrelation, which is Schwab Balanced mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Schwab Balanced's mutual fund expected returns. We can calculate the autocorrelation of Schwab Balanced returns to help us make a trade decision. For example, suppose you find that Schwab Balanced has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Schwab Balanced regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Schwab Balanced mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Schwab Balanced mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Schwab Balanced mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Schwab Balanced Lagged Returns

When evaluating Schwab Balanced's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Schwab Balanced mutual fund have on its future price. Schwab Balanced autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Schwab Balanced autocorrelation shows the relationship between Schwab Balanced mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Schwab Balanced Fund.
   Regressed Prices   
       Timeline  

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Other Information on Investing in Schwab Mutual Fund

Schwab Balanced 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 Balanced security.
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