Schwab Health Financials
| SWHFX Fund | USD 26.57 0.09 0.34% |
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 Health Fund Summary
Schwab Health competes with Vanguard Health, Vanguard Health, T Rowe, T Rowe, and Vanguard Health. To pursue its goal, the fund primarily invests in equity securities issued by companies in the health care sector. The health care sector may include, for example, pharmaceutical and biotechnology companies, health care facilities operations, medical product manufacturers and suppliers, medical providers and medical services firms. It is the funds policy that under normal circumstances it will invest at least 80 percent of its net assets in these securities typically, the actual percentage will be higher. The fund will concentrate its investments in securities of companies in the health care sector.Specialization | Health, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085097314 |
| Business Address | Schwab Capital Trust |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Health |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Health's current stock value. Our valuation model uses many indicators to compare Schwab Health value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Health competition to find correlations between indicators driving Schwab Health's intrinsic value. More Info.Schwab Health Care is rated below average in price to earning among similar funds. It is rated top fund in price to book among similar funds fabricating about 0.64 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Health Care is roughly 1.57 . 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 Health's earnings, one of the primary drivers of an investment's value.Schwab Health Care Systematic Risk
Schwab Health's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Health 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Schwab Health Care correlated with the market. If Beta is less than 0 Schwab Health generally moves in the opposite direction as compared to the market. If Schwab Health Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Health Care is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Health is generally in the same direction as the market. If Beta > 1 Schwab Health moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Health Thematic Clasifications
Schwab Health Care is part of Healthcare Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds investing in healthcare. Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations
This theme covers Funds investing in healthcare. Funds or Etfs investing in medical and healthcare goods or services as well as hospital management or maintenance organizations. Get More Thematic Ideas
Schwab Health Care is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Health category is currently estimated at about 163.71 Billion. Schwab Health adds roughly 798.82 Million in net asset claiming only tiny portion of all funds under Health category.| Healthcare Funds | View |
Schwab Health November 22, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Health help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Health Care. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Health Care 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 Health's daily price indicators and compare them against related drivers.
| Information Ratio | (0.40) | |||
| Maximum Drawdown | 3.01 | |||
| Value At Risk | (1.40) | |||
| Potential Upside | 0.8427 |
Other Information on Investing in Schwab Mutual Fund
Schwab Health 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 Health security.
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