Schwab Target Competition

SWORX Fund

USD 20.20 0.22 1.10%

Schwab Target 2055 competes with Oklahoma Municipal, Pace Municipal, Franklin Adjustable, T Rowe, and Ab Impact; as well as few others. The fund is listed under Target-Date 2055 category and is part of Schwab Funds family. Analyzing Schwab Target competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Schwab Target to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Schwab Target Correlation with its peers.

Schwab Target vs Gamco Global Correlation

Very poor diversification

The correlation between Schwab Target 2055 and GTCCX is 0.8 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Schwab Target 2055 and GTCCX in the same portfolio, assuming nothing else is changed.

Moving together with Schwab Mutual Fund

0.96	VFFVX	Vanguard Target Reti	Pair Corr
0.96	FAJTX	American Funds 2055	Pair Corr
0.92	AAMTX	American Funds 2055	Pair Corr
0.96	CCJTX	American Funds 2055	Pair Corr
0.96	FDEWX	Fidelity Freedom Index	Pair Corr

Moving against Schwab Mutual Fund

0.38

IIF

Morgan Stanley India

Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
19.45	20.20	20.95

Details

Intrinsic

Valuation

Low	Real	High
19.22	19.97	20.72

Details

Naive

Forecast

Low	Next	High
19.30	20.05	20.79

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
18.88	19.81	20.75

Details

Schwab Target Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Schwab Target and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Schwab and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Schwab Target 2055 does not affect the price movement of the other competitor.

	OKMUX	PCMNX	FCSCX	PATFX	ABIMX	BIDPX	TWACX	GTCCX
OKMUX		0.95	0.82	0.83	0.8	0.93	0.79	0.75	OKMUX
PCMNX	0.95		0.76	0.88	0.86	0.94	0.76	0.86	PCMNX
FCSCX	0.82	0.76		0.52	0.55	0.66	0.94	0.54	FCSCX
PATFX	0.83	0.88	0.52		0.98	0.91	0.58	0.85	PATFX
ABIMX	0.8	0.86	0.55	0.98		0.9	0.62	0.85	ABIMX
BIDPX	0.93	0.94	0.66	0.91	0.9		0.68	0.88	BIDPX
TWACX	0.79	0.76	0.94	0.58	0.62	0.68		0.55	TWACX
GTCCX	0.75	0.86	0.54	0.85	0.85	0.88	0.55		GTCCX
	OKMUX	PCMNX	FCSCX	PATFX	ABIMX	BIDPX	TWACX	GTCCX

Risk-Adjusted Indicators

There is a big difference between Schwab Mutual Fund performing well and Schwab Target Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Schwab Target's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
OKMUX	0.07	0.02	(0.48)	(1.17)	0.00	(0.17)	0.28	(0.09)	0.66
PCMNX	0.06	0.01	(0.59)	0.48	0.00	(0.09)	0.08	(0.16)	0.48
FCSCX	0.05	0.01	(0.62)	(0.30)	0.00	(0.19)	0.13	(0.13)	0.53
PATFX	0.09	0.00	(0.52)	0.10	0.02	(0.14)	0.27	(0.18)	0.90
ABIMX	0.08	0.00	(0.42)	(0.09)	0.07	(0.16)	0.21	(0.21)	0.93
BIDPX	0.06	0.00	(0.69)	0.00	0.00	(0.15)	0.27	(0.09)	0.64
TWACX	0.05	(0.01)	(0.76)	(0.27)	0.00	(0.14)	0.11	(0.11)	0.33
GTCCX	1.02	0.17	0.18	0.26	0.57	(1.28)	2.01	(1.46)	17.90

Schwab Target Competitive Analysis

The better you understand Schwab Target competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Schwab Target's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Schwab Target's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	SWORX	OKMUX	PCMNX	FCSCX	PATFX	ABIMX	BIDPX	TWACX	GTCCX
	1.10 20.20 Schwab	0.09 10.65 Oklahoma	0.16 12.42 Pace	0.00 7.55 Franklin	0.09 11.18 PATFX	0.10 9.69 ABIMX	0.09 11.03 Ishares	0.11 9.02 Short-term	2.56 28.45 GAMCO
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady	Very steady
Market Performance (90 Days Performance)	Good	Solid	Good	Good	Mild	Soft	Mild	Mild	Fair
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Over Valued	Over Valued	Fairly Valued	Fairly Valued	Fairly Valued	Over Valued	Over Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Strong Sell	Strong Sell	Hold	Sell	Cautious Hold	Strong Sell	Strong Sell	Strong Buy
Net Asset	277.9 M	38.52 M	343.58 M	383.37 M	5.55 B	86.89 M	346.66 M	190.21 M	88.95 M
Price To Book	2.0	N/A	N/A	N/A	6.68	N/A	N/A	N/A	1.74
Five Year Return	9.61	-0.057	0.99	1.72	1.15	1.27	0.62	0.54	10.95
One Year Return	22.1	5.97	6.24	4.55	4.27	4.96	4.8	3.67	41.26
Last Dividend Paid	0.06	N/A	0.02	N/A	0.03	0.02	N/A	N/A	0.46
Price To Earning	17.27	N/A	N/A	N/A	7.02	N/A	N/A	N/A	19.83
Price To Sales	1.29	N/A	N/A	N/A	0.94	N/A	N/A	N/A	1.11
Cash Position Weight	3.75	N/A	0.04	5.55	0.22	1.96	0.56	3.79	0.24
Equity Positions Weight	87.86	N/A	N/A	N/A	0.01	N/A	N/A	N/A	99.76
Three Year Return	17.2	2.38	3.32	4.13	4.02	4.29	2.87	2.79	28.02
Annual Yield	0.0163	0.0047	0.0032	0.0022	0.0367	0.0413	0.0307	0.027	0.13
Year To Date Return	2.79	0.75	0.89	0.012	0.37	0.63	0.6	2.17	12.54
Bond Positions Weight	7.96	N/A	N/A	N/A	10.93	98.04	N/A	N/A	N/A
Ten Year Return	N/A	3.41	3.42	0.33	4.44	N/A	3.58	0.04	3.89
Day Typical Price	20.2	10.65	12.42	7.55	11.18	9.69	11.03	9.02	28.45
Daily Balance Of Power	9.2 T	0	0	0.0	9.2 T	9.2 T	0	9.2 T	9.2 T
Period Momentum Indicator	0.22	(0.01)	(0.02)	N/A	0.01	0.01	(0.01)	0.01	0.71
Rate Of Daily Change	1.01	1.0	1.0	1.0	1.0	1.0	1.0	1.0	1.03
Day Median Price	20.2	10.65	12.42	7.55	11.18	9.69	11.03	9.02	28.45
Price Action Indicator	0.11	(0.01)	(0.01)	N/A	0.005	0.005	(0.01)	0.005	0.36
Relative Strength Index	61.99	67.45	63.2	68.15	55.5	53.26	56.1	55.02	71.2
Coefficient Of Variation	705.51	402.87	426.76	621.07	1103.84	1759.81	1041.91	1647.52	818.47
Mean Deviation	0.5501	0.0678	0.0572	0.0487	0.0918	0.0807	0.0618	0.0519	1.02
Jensen Alpha	0.0302	0.0172	0.0068	0.0054	0.0	(0)	N/A	(0.01)	0.1669
Total Risk Alpha	8.0E-4	0.0026	(0)	(0.01)	(0.02)	(0.02)	(0.01)	(0.02)	(0.02)
Sortino Ratio	0.0022	(0.48)	(0.59)	(0.62)	(0.52)	(0.42)	(0.69)	(0.76)	0.1751
Downside Variance	0.6214	0.0266	0.0212	0.0213	0.0311	0.0514	0.0185	0.0168	0.9174
Standard Deviation	0.7463	0.1043	0.0787	0.0879	0.1362	0.1396	0.101	0.0837	2.22
Kurtosis	1.56	3.46	2.07	6.59	3.26	4.77	3.43	1.21	38.9
Potential Upside	1.14	0.2833	0.0815	0.1337	0.2686	0.2073	0.2717	0.1115	2.01
Treynor Ratio	0.1374	(1.17)	0.477	(0.30)	0.0955	(0.09)	N/A	(0.27)	0.2594
Maximum Drawdown	4.22	0.6594	0.4827	0.5333	0.8953	0.9284	0.6353	0.3346	17.9
Variance	0.5569	0.0109	0.0062	0.0077	0.0185	0.0195	0.0102	0.007	4.95
Market Risk Adjusted Performance	0.1474	(1.16)	0.487	(0.29)	0.1055	(0.08)	N/A	(0.26)	0.2694
Risk Adjusted Performance	0.1048	0.1225	0.0892	0.0449	0.0227	(0.0009)	0.0078	(0.03)	0.0969
Skewness	0.281	1.01	(0.57)	1.88	(0.03)	(0.35)	0.9046	0.3717	5.62
Semi Deviation	0.5478	0.0	0.0	0.0	0.0159	0.0689	0.0	0.0	0.5686
Information Ratio	0.0023	(0.75)	(1.09)	(1.02)	(0.67)	(0.69)	(0.93)	(1.18)	0.0754
Value At Risk	(1.11)	(0.09)	(0.16)	(0.13)	(0.18)	(0.21)	(0.09)	(0.11)	(1.46)
Expected Short fall	(0.61)	(0.17)	(0.09)	(0.19)	(0.14)	(0.16)	(0.15)	(0.14)	(1.28)
Downside Deviation	0.7883	0.163	0.1455	0.1459	0.1763	0.2267	0.1361	0.1298	0.9578
Semi Variance	0.3001	(0.02)	(0.01)	(0.01)	3.0E-4	0.0047	(0.01)	(0)	0.3233

Schwab Target Competition Performance Charts

Five steps to successful analysis of Schwab Target Competition

Schwab Target's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Schwab Target 2055 in relation to its competition. Schwab Target's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Schwab Target in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Schwab Target's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Schwab Target 2055, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

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.

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Social Domain

New or established large and mid-sized companies that are involved in the social media industry, including entities that provide web-based or mobile media applications and services across across large segment of population in multiple geographical areas. The Social Domain theme has 25 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 Social Domain Theme or any other thematic opportunities.

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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.

	Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
	Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios
	Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity
	Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk

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Schwab Target Competition

Schwab Target vs Gamco Global Correlation

Very poor diversification

Moving together with Schwab Mutual Fund

Moving against Schwab Mutual Fund

Specify up to 10 symbols:

Schwab Target Competition Correlation Matrix

Risk-Adjusted Indicators

Schwab Target Competitive Analysis

Schwab Target Competition Performance Charts

Five steps to successful analysis of Schwab Target Competition

Complement your Schwab Target position

Did You Try This Idea?

Run Social Domain Thematic Idea Now

Social Domain

Other Information on Investing in Schwab Mutual Fund

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