Schwab Small Cap Equity Fund Manager Performance Evaluation
| SWSCX Fund | USD 23.97 0.01 0.04% |
The entity has a beta of 1.48, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Schwab Small-cap will likely underperform.
Risk-Adjusted Performance
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Small Cap Equity are ranked lower than 10 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak fundamental indicators, Schwab Small-cap may actually be approaching a critical reversion point that can send shares even higher in January 2025.
...more1 | Is Schwab Small-Cap Equity a Strong Mutual Fund Pick Right Now - Yahoo Finance | 09/13/2024 |
| Expense Ratio Date | 27th of February 2023 | |
| Expense Ratio | 1.0900 |
Schwab |
Schwab Small-cap Relative Risk vs. Return Landscape
If you would invest 2,177 in Schwab Small Cap Equity on September 3, 2024 and sell it today you would earn a total of 220.00 from holding Schwab Small Cap Equity or generate 10.11% return on investment over 90 days. Schwab Small Cap Equity is currently producing 0.1579% returns and takes up 1.2307% volatility of returns over 90 trading days. Put another way, 10% of traded mutual funds are less volatile than Schwab, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Schwab Small-cap Current Valuation
Fairly Valued
Today
Please note that Schwab Small-cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Schwab Small Cap has a current Real Value of $23.64 per share. The regular price of the fund is $23.97. We determine the value of Schwab Small 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 Small-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Schwab Mutual Fund. However, Schwab Small-cap'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 23.97 | Real 23.64 | Hype 24.05 | Naive 23.99 |
The intrinsic value of Schwab Small-cap'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 Small-cap'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 Small Cap 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 Small-cap more accurately as focusing exclusively on Schwab Small-cap's fundamentals will not take into account other important factors: Schwab Small-cap Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Small-cap's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Schwab Small Cap Equity, and traders can use it to determine the average amount a Schwab Small-cap'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 = 0.1283
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | SWSCX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 1.23 actual daily | 10 90% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Schwab Small-cap is performing at about 10% 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 Small-cap by adding it to a well-diversified portfolio.
Schwab Small-cap Fundamentals Growth
Schwab Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Schwab Small-cap, and Schwab Small-cap 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 | 1.87 X | ||||
| Price To Book | 1.64 X | ||||
| Price To Sales | 0.75 X | ||||
About Schwab Small-cap Performance
Evaluating Schwab Small-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schwab Small-cap 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 Small-cap 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.
The fund invests at least 80 percent of its net assets in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000 Index at the time of purchase by the fund.Things to note about Schwab Small Cap performance evaluation
Checking the ongoing alerts about Schwab Small-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Schwab Small 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 Small-cap's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Schwab Small-cap's mutual fund performance include:- Analyzing Schwab Small-cap'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 Small-cap's stock is overvalued or undervalued compared to its peers.
- Examining Schwab Small-cap'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 Small-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schwab Small-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Schwab Small-cap's mutual fund. These opinions can provide insight into Schwab Small-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Schwab Mutual Fund
Schwab Small-cap 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 Small-cap security.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |