Schwab Short Financials
| SWSBX Fund | USD 9.57 0.01 0.10% |
Schwab |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Schwab Short Fund Summary
Schwab Short competes with Laudus Large, Schwab Target, Schwab California, Schwab Markettrack, and Schwab E. The index is a broad-based benchmark measuring the performance of U.S. dollar-denominated U.S. Treasury bonds, government related bonds and investment grade U.S. corporate bonds that have a remaining maturity of greater than or equal to one year and less than five years. The fund will invest at least 90 percent of its net assets in securities included in the index.Specialization | Short-Term Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Schwab Investments |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Short-Term Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Short Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Short's current stock value. Our valuation model uses many indicators to compare Schwab Short value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Short competition to find correlations between indicators driving Schwab Short's intrinsic value. More Info.Schwab Short Term Bond is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 2,919 of Year To Date Return per Annual Yield. 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 Short's earnings, one of the primary drivers of an investment's value.Schwab Short Term Systematic Risk
Schwab Short's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Short volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fourteen with a total number of output elements of fourty-seven. The Beta measures systematic risk based on how returns on Schwab Short Term correlated with the market. If Beta is less than 0 Schwab Short generally moves in the opposite direction as compared to the market. If Schwab Short Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Short Term is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Short is generally in the same direction as the market. If Beta > 1 Schwab Short moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Short December 12, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Short help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Short Term Bond. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Short Term Bond based on widely used predictive technical indicators. In general, we focus on analyzing Schwab Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Schwab Short's daily price indicators and compare them against related drivers.
| Information Ratio | (0.93) | |||
| Maximum Drawdown | 0.7251 | |||
| Value At Risk | (0.21) | |||
| Potential Upside | 0.2094 |
Other Information on Investing in Schwab Mutual Fund
Schwab Short 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 Short security.
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