Schwab Fundamental Financials
| SFENX Fund | USD 9.61 0.05 0.52% |
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 Fundamental Fund Summary
Schwab Fundamental competes with T Rowe, Franklin High, T Rowe, The Hartford, and Counterpoint Tactical. To pursue its goal, the fund generally invests in stocks that are included in the RAFI Fundamental High Liquidity Emerging Markets Index. The index selects, ranks, and weights securities by fundamental measures of company sizeadjusted sales, retained operating cash flow, and dividends plus buybacksrather than market capitalization.Specialization | Diversified Emerging Mkts, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085093438 |
| Business Address | Schwab Capital Trust |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Diversified Emerging Mkts |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Fundamental Key Financial Ratios
SCHWAB Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Fundamental's current stock value. Our valuation model uses many indicators to compare Schwab Fundamental value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Fundamental competition to find correlations between indicators driving Schwab Fundamental's intrinsic value. More Info.Schwab Fundamental Emerging is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Fundamental Emerging is roughly 11.34 . 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 Fundamental's earnings, one of the primary drivers of an investment's value.Schwab Fundamental Systematic Risk
Schwab Fundamental's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Fundamental 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 four with a total number of output elements of fifty-seven. The Beta measures systematic risk based on how returns on Schwab Fundamental correlated with the market. If Beta is less than 0 Schwab Fundamental generally moves in the opposite direction as compared to the market. If Schwab Fundamental Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Fundamental is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Fundamental is generally in the same direction as the market. If Beta > 1 Schwab Fundamental moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Fundamental November 27, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Fundamental help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Fundamental Emerging. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Fundamental Emerging 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 Fundamental's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.16 | |||
| Information Ratio | (0.1) | |||
| Maximum Drawdown | 7.42 | |||
| Value At Risk | (2.00) | |||
| Potential Upside | 2.1 |
Other Information on Investing in SCHWAB Mutual Fund
Schwab Fundamental 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 Fundamental security.
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |