Schwab Aggregate Financial Statements From 2010 to 2026
Schwab Aggregate's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Schwab Aggregate's valuation are provided below:Schwab Aggregate Bond does not presently have any fundamental trend indicators for analysis.
This module can also supplement various Schwab Aggregate Technical models . Check out World Market Map to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in price.
Check Schwab Aggregate financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Schwab Aggregate's main balance sheet or income statement drivers, such as , as well as many indicators such as . Schwab financial statements analysis is a perfect complement when working with Schwab Aggregate Valuation or Volatility modules.
Schwab |
Schwab Aggregate Bond Mutual Fund Annual Yield Analysis
Schwab Aggregate's Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Current Schwab Aggregate Annual Yield | 0.04 % |
Most of Schwab Aggregate's fundamental indicators, such as Annual Yield, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Schwab Aggregate Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
CompetitionIn accordance with the recently published financial statements, Schwab Aggregate Bond has an Annual Yield of 0.0397%. This is much higher than that of the Schwab Funds family and significantly higher than that of the Intermediate Core Bond category. The annual yield for all United States funds is notably lower than that of the firm.
Schwab Aggregate Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Aggregate's current stock value. Our valuation model uses many indicators to compare Schwab Aggregate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Aggregate competition to find correlations between indicators driving Schwab Aggregate's intrinsic value. More Info.Schwab Aggregate 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 109.63 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 Aggregate's earnings, one of the primary drivers of an investment's value.Also Currently Popular
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Other Information on Investing in Schwab Mutual Fund
Schwab Aggregate 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 Aggregate security.
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