Schwab Dividend Financials
| SWDSX Fund | USD 17.13 0.06 0.35% |
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 Dividend Fund Summary
Schwab Dividend competes with Laudus Us, Schwab Target, Schwab California, Schwab Markettrack, and Schwab Core. Under normal circumstances, the fund invests at least 80 percent of its net assets in dividend paying common and preferred stocks. It primarily invests in U.S. companies, but may invest up to 20 percent of its net assets in the stocks of publicly traded companies located in countries other than the United States. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the funds otherwise uninvested cash assets.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085096571 |
| Business Address | Schwab Capital Trust |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Large Value |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Dividend Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Dividend's current stock value. Our valuation model uses many indicators to compare Schwab Dividend value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Dividend competition to find correlations between indicators driving Schwab Dividend's intrinsic value. More Info.Schwab Dividend Equity 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 0.58 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Dividend Equity is roughly 1.74 . 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 Dividend's earnings, one of the primary drivers of an investment's value.Schwab Dividend Equity Systematic Risk
Schwab Dividend's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Dividend 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 Dividend Equity correlated with the market. If Beta is less than 0 Schwab Dividend generally moves in the opposite direction as compared to the market. If Schwab Dividend Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Dividend Equity is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Dividend is generally in the same direction as the market. If Beta > 1 Schwab Dividend moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Dividend November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Dividend help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Dividend Equity. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Dividend Equity 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 Dividend's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4881 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 2.65 | |||
| Value At Risk | (0.78) | |||
| Potential Upside | 0.9668 |
Other Information on Investing in Schwab Mutual Fund
Schwab Dividend 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 Dividend security.
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