Schwab Global Financials
| SWASX Fund | USD 6.60 0.04 0.61% |
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 Laudus Us, Schwab Target, Schwab California, Schwab Markettrack, and Schwab Core. 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 fifth largest fund in price to earning among similar funds. It also is rated fifth largest 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 Real Systematic Risk
Schwab Global's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Global 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 three with a total number of output elements of fifty-eight. The Beta measures systematic risk based on how returns on Schwab Global Real correlated with the market. If Beta is less than 0 Schwab Global generally moves in the opposite direction as compared to the market. If Schwab Global Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Global Real is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Global is generally in the same direction as the market. If Beta > 1 Schwab Global moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Global November 23, 2024 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 | 0.8039 | |||
| Information Ratio | (0.16) | |||
| Maximum Drawdown | 3.58 | |||
| Value At Risk | (1.20) | |||
| Potential Upside | 1.02 |
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.
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