Schwab California Financials
| SWCAX Fund | USD 11.02 0.02 0.18% |
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 California Fund Summary
Schwab California competes with Laudus Us, Schwab Target, Schwab Markettrack, and Schwab Core. To pursue its goal, the fund primarily invests in investment-grade municipal securities - those in the four highest credit rating categories from California issuers. The fund normally invests at least 80 percent of its net assets in municipal securities the interest from which is exempt from federal and California personal income tax and federal alternative minimum tax.Specialization | Muni California Intermediate, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085173040 |
| Business Address | Schwab Investments |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Muni California Intermediate |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab California Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab California's current stock value. Our valuation model uses many indicators to compare Schwab California value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab California competition to find correlations between indicators driving Schwab California's intrinsic value. More Info.Schwab California Tax Free is rated below average in annual yield among similar funds. It also is rated below average in year to date return among similar funds creating about 26.06 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 California's earnings, one of the primary drivers of an investment's value.Schwab California Tax Systematic Risk
Schwab California's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab California 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 function did not generate any output. Please change time horizon or modify your input parameters. The output start index for this execution was one with a total number of output elements of sixty. The Beta measures systematic risk based on how returns on Schwab California Tax correlated with the market. If Beta is less than 0 Schwab California generally moves in the opposite direction as compared to the market. If Schwab California Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab California Tax is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab California is generally in the same direction as the market. If Beta > 1 Schwab California moves generally in the same direction as, but more than the movement of the benchmark.
Schwab California January 22, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab California help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab California Tax Free. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab California Tax Free 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 California's daily price indicators and compare them against related drivers.
| Information Ratio | (0.20) | |||
| Maximum Drawdown | 1.18 | |||
| Value At Risk | (0.36) | |||
| Potential Upside | 0.274 |
Other Information on Investing in Schwab Mutual Fund
Schwab California 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 California security.
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