Schwab Target 2040 Fund Price on September 30, 2024
| SWYGX Fund | USD 18.58 0.08 0.43% |
Below is the normalized historical share price chart for Schwab Target 2040 extending back to August 26, 2016. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Schwab Target stands at 18.58, as last reported on the 4th of December, with the highest price reaching 18.58 and the lowest price hitting 18.58 during the day.
If you're considering investing in Schwab Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Schwab Mutual Fund to be very steady. Schwab Target 2040 owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.17, which indicates the fund had a 0.17% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Schwab Target 2040, which you can use to evaluate the volatility of the fund. Please validate Schwab Target's Risk Adjusted Performance of 0.0917, coefficient of variation of 785.82, and Semi Deviation of 0.3049 to confirm if the risk estimate we provide is consistent with the expected return of 0.0831%.
Schwab Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Schwab |
Sharpe Ratio = 0.1691
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SWYGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.17 actual daily | 13 87% of assets perform better |
Based on monthly moving average Schwab Target is performing at about 13% 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 Target by adding it to a well-diversified portfolio.
Schwab Target Valuation on September 30, 2024
It is possible to determine the worth of Schwab Target on a given historical date. On September 30, 2024 Schwab was worth 18.19 at the beginning of the trading date compared to the closed value of 18.19. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Schwab Target mutual fund. Still, in general, we apply an absolute valuation method to find Schwab Target's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Schwab Target where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Schwab Target's related companies.
| Open | High | Low | Close | Volume | |
| 18.19 | 18.19 | 18.19 | 18.19 | 1.00 | |
09/30/2024 | 18.19 | 18.19 | 18.19 | 18.19 | 1.00 |
| 18.10 | 18.10 | 18.10 | 18.10 | 1.00 |
| Backtest Schwab Target | | | Schwab Target History | | | Schwab Target Valuation | Previous | Next |
Schwab Target Trading Date Momentum on September 30, 2024
| On October 01 2024 Schwab Target 2040 was traded for 18.10 at the closing time. The highest daily price throughout the period was 18.10 and the lowest price was 18.10 . There was no trading activity during the period 1.0. Lack of trading volume on 10/01/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.49% . The trading price change to current closing price is 0.71% . |
Schwab Target 2040 Fundamentals Correlations and Trends
By evaluating Schwab Target's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Schwab Target's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Schwab financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Schwab Target Mutual Fund history
Schwab Target investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Schwab is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Schwab Target 2040 will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Schwab Target stock prices may prove useful in developing a viable investing in Schwab Target
The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds . It has a policy to invest, under normal circumstances, at least 80 percent of its assets in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date included in its name and assumes a retirement age of 65.
Schwab Target Mutual Fund Technical Analysis
Schwab Target technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Schwab Target Period Price Range
Low | December 4, 2024
| High |
0.00 | 0.00 |
Schwab Target 2040 cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Schwab Target December 4, 2024 Market Strength
Market strength indicators help investors to evaluate how Schwab Target mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Schwab Target shares will generate the highest return on investment. By undertsting and applying Schwab Target mutual fund market strength indicators, traders can identify Schwab Target 2040 entry and exit signals to maximize returns
Schwab Target Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Schwab Target's price direction in advance. Along with the technical and fundamental analysis of Schwab Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Schwab to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0917 | |||
| Jensen Alpha | 0.0464 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.10) | |||
| Treynor Ratio | 0.8242 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Schwab Mutual Fund
Schwab Target 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 Target security.
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume |