Schwab Markettrack Five Year Return vs. Price To Sales

SWCGX Fund  USD 16.61  0.02  0.12%   
Taking into consideration Schwab Markettrack's profitability measurements, Schwab Markettrack Servative may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Schwab Markettrack's ability to earn profits and add value for shareholders.
For Schwab Markettrack profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Schwab Markettrack to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Schwab Markettrack Servative utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Schwab Markettrack's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Schwab Markettrack Servative over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Schwab Markettrack's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Markettrack is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Markettrack'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 Markettrack Price To Sales vs. Five Year Return Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Schwab Markettrack's current stock value. Our valuation model uses many indicators to compare Schwab Markettrack value to that of its competitors to determine the firm's financial worth.
Schwab Markettrack Servative is rated below average in five year return among similar funds. It is rated below average in price to sales among similar funds fabricating about  0.24  of Price To Sales per Five Year Return. The ratio of Five Year Return to Price To Sales for Schwab Markettrack Servative is roughly  4.14 . 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 Markettrack's earnings, one of the primary drivers of an investment's value.

Schwab Price To Sales vs. Five Year Return

Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Schwab Markettrack

Five Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

 = 
4.64 %
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.

Schwab Markettrack

P/S

 = 

MV Per Share

Revenue Per Share

 = 
1.12 X
The most critical factor to remember is that the price of equity takes a firm's debt into account, whereas the sales indicators do not consider financial leverage. Generally speaking, Price to Sales ratio shows how much market values every dollar of the company's sales.

Schwab Price To Sales Comparison

Schwab Markettrack is rated below average in price to sales among similar funds.

Schwab Markettrack Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Schwab Markettrack, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Schwab Markettrack will eventually generate negative long term returns. The profitability progress is the general direction of Schwab Markettrack's change in net profit over the period of time. It can combine multiple indicators of Schwab Markettrack, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
To pursue its goal, the fund maintains a defined asset allocation. The funds target allocation includes bond, stock and cash investments. Its allocation is weighted toward bond investments, while including substantial stock investments in seeking to obtain long-term growth. The fund seeks to remain close to the target allocations of approximately 56 percent fixed income, 40 percent equity and 4 percent cash and cash equivalents .

Schwab Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Schwab Markettrack. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Schwab Markettrack position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Schwab Markettrack's important profitability drivers and their relationship over time.

Use Schwab Markettrack in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Schwab Markettrack position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Schwab Markettrack will appreciate offsetting losses from the drop in the long position's value.

Schwab Markettrack Pair Trading

Schwab Markettrack Servative Pair Trading Analysis

The ability to find closely correlated positions to Schwab Markettrack could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Schwab Markettrack when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Schwab Markettrack - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Schwab Markettrack Servative to buy it.
The correlation of Schwab Markettrack is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Schwab Markettrack moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Schwab Markettrack moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Schwab Markettrack can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Schwab Markettrack position

In addition to having Schwab Markettrack in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Run Developed Markets Basket ETFs Thematic Idea Now

Developed Markets Basket ETFs
Developed Markets Basket ETFs Theme
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Developed Markets Basket ETFs theme has 24 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Developed Markets Basket ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Schwab Mutual Fund

To fully project Schwab Markettrack's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Schwab Markettrack at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Schwab Markettrack's income statement, its balance sheet, and the statement of cash flows.
Potential Schwab Markettrack investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Schwab Markettrack investors may work on each financial statement separately, they are all related. The changes in Schwab Markettrack's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Schwab Markettrack's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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