Schwab Target Price To Book vs. Five Year Return
| SWORX Fund | USD 18.45 0.11 0.60% |
For Schwab Target profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Schwab Target to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Schwab Target 2055 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Schwab Target's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Schwab Target 2055 over time as well as its relative position and ranking within its peers.
Schwab |
Schwab Target 2055 Five Year Return vs. Price To Book Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Target's current stock value. Our valuation model uses many indicators to compare Schwab Target value to that of its competitors to determine the firm's financial worth. Schwab Target 2055 is rated top fund in price to book among similar funds. It also is rated top fund in five year return among similar funds reporting about 4.98 of Five Year Return per Price To Book. 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 Target's earnings, one of the primary drivers of an investment's value.Schwab Five Year Return vs. Price To Book
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Schwab Target |
| = | 2.00 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
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 Target |
| = | 9.96 % |
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.
Schwab Five Year Return Comparison
Schwab Target is currently under evaluation in five year return among similar funds.
Schwab Target Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Schwab Target, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Schwab Target will eventually generate negative long term returns. The profitability progress is the general direction of Schwab Target's change in net profit over the period of time. It can combine multiple indicators of Schwab Target, 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.
The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and in unaffiliated third party mutual funds and ETFs . The fund invests in the underlying funds in accordance with its target portfolio allocation.
Schwab Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Schwab Target. 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 Target 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 Target's important profitability drivers and their relationship over time.
Use Schwab Target 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 Target 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 Target will appreciate offsetting losses from the drop in the long position's value.Schwab Target Pair Trading
Schwab Target 2055 Pair Trading Analysis
The ability to find closely correlated positions to Schwab Target 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 Target 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 Target - 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 Target 2055 to buy it.
The correlation of Schwab Target 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 Target moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Schwab Target 2055 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 Target 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.Use Investing Themes to Complement your Schwab Target position
In addition to having Schwab Target 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.Did You Try This Idea?
Run Munis Funds Thematic Idea Now
Munis Funds
Funds or Etfs that invest in fixed income securities issued by states, cities, and towns as well as other public entities. The Munis Funds theme has 38 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 Munis Funds Theme or any other thematic opportunities.
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Other Information on Investing in Schwab Mutual Fund
To fully project Schwab Target's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Schwab Target 2055 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 Target's income statement, its balance sheet, and the statement of cash flows.
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