Schwab Global Financials
| SWASX Fund | USD 7.38 0.03 0.41% |
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 Global Fund Summary
Schwab Global competes with Lord Abbett, Jpmorgan Diversified, Aqr Diversified, Pimco Diversified, and Evaluator Conservative. The fund invests at least 80 percent of its net assets in securities of real estate companies and companies related to the real estate industry. It invests in equity securities, primarily common stocks. The fund may invest a significant portion of its total assets in real estate investment trusts and other similar REIT-like structures. It may invest in derivative securities, such as swaps, options, futures and options on futures, which are principally tied to the real estate industry, for hedging purposes and to seek returns on the funds otherwise uninvested cash.Specialization | Global Real Estate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085177595 |
| Business Address | Schwab Investments |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Global Real Estate |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Global Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Global's current stock value. Our valuation model uses many indicators to compare Schwab Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Global competition to find correlations between indicators driving Schwab Global's intrinsic value. More Info.Schwab Global Real 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 0.08 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Global Real is roughly 12.01 . 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 Global's earnings, one of the primary drivers of an investment's value.Schwab Global February 12, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Global help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Global Real. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Global Real 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 Global's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6253 | |||
| Information Ratio | 0.1028 | |||
| Maximum Drawdown | 2.5 | |||
| Value At Risk | (0.88) | |||
| Potential Upside | 1.12 |
Other Information on Investing in Schwab Mutual Fund
Schwab Global 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 Global security.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance |