Schwab Small-cap Five Year Return vs. Price To Earning
| SWSSX Fund | USD 38.93 0.49 1.24% |
For Schwab Small-cap profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Schwab Small-cap to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Schwab Small Cap Index utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Schwab Small-cap's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Schwab Small Cap Index over time as well as its relative position and ranking within its peers.
Schwab |
Schwab Small Cap Price To Earning vs. Five Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Small-cap's current stock value. Our valuation model uses many indicators to compare Schwab Small-cap value to that of its competitors to determine the firm's financial worth. Schwab Small Cap Index is rated below average in five year return among similar funds. It is rated below average in price to earning among similar funds reporting about 0.18 of Price To Earning per Five Year Return. The ratio of Five Year Return to Price To Earning for Schwab Small Cap Index is roughly 5.42 . 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 Small-cap's earnings, one of the primary drivers of an investment's value.Schwab Price To Earning 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 Small-cap |
| = | 10.19 % |
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 Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Schwab Small-cap |
| = | 1.88 X |
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Schwab Price To Earning Comparison
Schwab Small is currently under evaluation in price to earning among similar funds.
Schwab Small-cap Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Schwab Small-cap, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Schwab Small-cap will eventually generate negative long term returns. The profitability progress is the general direction of Schwab Small-cap's change in net profit over the period of time. It can combine multiple indicators of Schwab Small-cap, 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 normally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.
Schwab Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Schwab Small-cap. 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 Small-cap 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 Small-cap's important profitability drivers and their relationship over time.
Use Schwab Small-cap 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 Small-cap 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 Small-cap will appreciate offsetting losses from the drop in the long position's value.Schwab Small-cap Pair Trading
Schwab Small Cap Index Pair Trading Analysis
The ability to find closely correlated positions to Schwab Small-cap 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 Small-cap 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 Small-cap - 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 Small Cap Index to buy it.
The correlation of Schwab Small-cap 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 Small-cap moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Schwab Small Cap 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 Small-cap 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 Small-cap position
In addition to having Schwab Small-cap 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 Broad Equity ETFs Thematic Idea Now
Broad Equity ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Equity ETFs theme has 482 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 Broad Equity ETFs Theme or any other thematic opportunities.
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Other Information on Investing in Schwab Mutual Fund
To fully project Schwab Small-cap's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Schwab Small Cap 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 Small-cap's income statement, its balance sheet, and the statement of cash flows.
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