Schwab E Equity Fund Manager Performance Evaluation
| SWANX Fund | USD 22.12 0.22 0.98% |
The entity has a beta of -0.25, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Schwab Core are expected to decrease at a much lower rate. During the bear market, Schwab Core is likely to outperform the market.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Schwab E Equity has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | Is Schwab Core Equity a Strong Mutual Fund Pick Right Now - Yahoo Finance | 02/28/2025 |
| Expense Ratio Date | 27th of February 2023 |
Schwab |
Schwab Core Relative Risk vs. Return Landscape
If you would invest 2,369 in Schwab E Equity on December 21, 2024 and sell it today you would lose (157.00) from holding Schwab E Equity or give up 6.63% of portfolio value over 90 days. Schwab E Equity is currently producing negative expected returns and takes up 1.0093% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Schwab, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Schwab Core Current Valuation
Overvalued
Today
Please note that Schwab Core's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Schwab E Equity has a current Real Value of $20.54 per share. The regular price of the fund is $22.12. We determine the value of Schwab E Equity 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 Core is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Schwab Mutual Fund. However, Schwab Core's 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 22.12 | Real 20.54 | Hype 22.15 | Naive 22.49 |
The intrinsic value of Schwab Core's 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 Core's 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 E Equity 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 Core more accurately as focusing exclusively on Schwab Core's fundamentals will not take into account other important factors: Schwab Core Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Core's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Schwab E Equity, and traders can use it to determine the average amount a Schwab Core's 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 = -0.1101
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SWANX |
Estimated Market Risk
| 1.01 actual daily | 9 91% of assets are more volatile |
Expected Return
| -0.11 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schwab Core is not performing at its full potential. However, 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 Core by adding Schwab Core to a well-diversified portfolio.
Schwab Core Fundamentals Growth
Schwab Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Schwab Core, and Schwab Core 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.
| Price To Earning | 2.08 X | ||||
| Price To Book | 2.29 X | ||||
| Price To Sales | 1.44 X | ||||
About Schwab Core Performance
Evaluating Schwab Core's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schwab Core 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 Core 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 investment objective, the fund invests primarily in U.S. stocks. Under normal circumstances, it pursues its goal by investing at least 80 percent of its net assets in equity securities of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the funds otherwise uninvested cash assets. It may invest in exchange-traded funds and stocks of real estate investment trusts .Things to note about Schwab E Equity performance evaluation
Checking the ongoing alerts about Schwab Core for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Schwab E Equity help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Schwab E Equity generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Is Schwab Core Equity a Strong Mutual Fund Pick Right Now - Yahoo Finance | |
| The fund maintains 99.08% of its assets in stocks |
- Analyzing Schwab Core's 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 Core's stock is overvalued or undervalued compared to its peers.
- Examining Schwab Core's 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 Core's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schwab Core's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Schwab Core's mutual fund. These opinions can provide insight into Schwab Core's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Schwab Mutual Fund
Schwab Core 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 Core security.
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