Schwab Opportunistic Financials
| SWHYX Fund | USD 9.11 0.04 0.44% |
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 Opportunistic Fund Summary
Schwab Opportunistic competes with Us Government, Virtus Seix, Us Government, Lord Abbett, and Us Government. Under normal market conditions, the fund invests at least 80 percent of its net assets in municipal securities that pay interest not subject to regular federal income tax. It also invests in non-governmental municipal issuers. The fund primarily invests in general obligation and revenue obligation securities. The fund may from time to time invest temporarily up to 20 percent of its net assets in taxable securities of at least comparable quality to the municipal securities in which the fund invests.| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Schwab Investments |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Muni National Long |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Opportunistic Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Opportunistic's current stock value. Our valuation model uses many indicators to compare Schwab Opportunistic value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Opportunistic competition to find correlations between indicators driving Schwab Opportunistic's intrinsic value. More Info.Schwab Opportunistic Municipal is rated top fund in net asset among similar funds. It also is rated top fund in last dividend paid among similar funds . The ratio of Net Asset to Last Dividend Paid for Schwab Opportunistic Municipal is about 3,437,000,000 . 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 Opportunistic's earnings, one of the primary drivers of an investment's value.Schwab Opportunistic Systematic Risk
Schwab Opportunistic's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Opportunistic 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 Opportunistic correlated with the market. If Beta is less than 0 Schwab Opportunistic generally moves in the opposite direction as compared to the market. If Schwab Opportunistic Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Opportunistic is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Opportunistic is generally in the same direction as the market. If Beta > 1 Schwab Opportunistic moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Opportunistic November 26, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Opportunistic help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Opportunistic Municipal. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Opportunistic Municipal 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 Opportunistic's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.4769 | |||
| Information Ratio | (0.40) | |||
| Maximum Drawdown | 1.88 | |||
| Value At Risk | (0.44) | |||
| Potential Upside | 0.441 |
Other Information on Investing in Schwab Mutual Fund
Schwab Opportunistic 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 Opportunistic security.
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