Schwab Target Financials
| SWCRX Fund | USD 14.15 0.06 0.43% |
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 Target Fund Summary
Schwab Target competes with Mesirow Financial, Prudential Jennison, Icon Financial, 1919 Financial, and John Hancock. The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and unaffiliated third party mutual funds and ETFs . The fund invests in the underlying funds in accordance with its target portfolio allocation.Specialization | Target-Date 2020, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085095581 |
| Business Address | Schwab Capital Trust |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Target-Date 2020 |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Target Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Target's current stock value. Our valuation model uses many indicators to compare Schwab Target value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Target competition to find correlations between indicators driving Schwab Target's intrinsic value. More Info.Schwab Target 2020 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 0.12 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Target 2020 is roughly 8.69 . 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 Target's earnings, one of the primary drivers of an investment's value.Schwab Target 2020 Systematic Risk
Schwab Target's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Target 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 ten with a total number of output elements of fifty-one. The Beta measures systematic risk based on how returns on Schwab Target 2020 correlated with the market. If Beta is less than 0 Schwab Target generally moves in the opposite direction as compared to the market. If Schwab Target Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Target 2020 is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Target is generally in the same direction as the market. If Beta > 1 Schwab Target moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Target November 30, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Target help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Target 2020. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Target 2020 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 Target's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3383 | |||
| Information Ratio | (0.33) | |||
| Maximum Drawdown | 1.58 | |||
| Value At Risk | (0.50) | |||
| Potential Upside | 0.5789 |
Other Information on Investing in Schwab Mutual Fund
Schwab Target 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 Target security.
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