Schwab Treasury Financials
| SWRSX Fund | USD 10.19 0.01 0.1% |
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 Treasury Fund Summary
Schwab Treasury competes with Fidelity Real, Baron Real, Tiaa-cref Real, Amg Managers, and Jhancock Real. The index includes all publicly-issued TIPS that have at least one year remaining to maturity, are rated investment grade and have 500 million or more of outstanding face value. The fund will invest at least 90 percent of its net assets in securities included in the index. It may invest up to 10 percent of its net assets in securities not included in the index.Specialization | Inflation-Protected Bond, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085178171 |
| Business Address | Schwab Investments |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Inflation-Protected Bond |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Treasury Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Treasury's current stock value. Our valuation model uses many indicators to compare Schwab Treasury value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Treasury competition to find correlations between indicators driving Schwab Treasury's intrinsic value. More Info.Schwab Treasury Inflation is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 193.76 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 Treasury's earnings, one of the primary drivers of an investment's value.Schwab Treasury Inflation Systematic Risk
Schwab Treasury's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Schwab Treasury 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 fourty-five with a total number of output elements of sixteen. The Beta measures systematic risk based on how returns on Schwab Treasury Inflation correlated with the market. If Beta is less than 0 Schwab Treasury generally moves in the opposite direction as compared to the market. If Schwab Treasury Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Schwab Treasury Inflation is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Schwab Treasury is generally in the same direction as the market. If Beta > 1 Schwab Treasury moves generally in the same direction as, but more than the movement of the benchmark.
Schwab Treasury Thematic Clasifications
Schwab Treasury Inflation is part of Exotic 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 derivates and alternative instruments. Funds or Etfs with high minimum investment requirement that manage portfolios of alternative investments such as hedge funds, options, futures, real estate or commodities
This theme covers Funds investing in derivates and alternative instruments. Funds or Etfs with high minimum investment requirement that manage portfolios of alternative investments such as hedge funds, options, futures, real estate or commodities. Get More Thematic Ideas
Schwab Treasury Inflation is rated top fund in net asset among similar funds. Total Asset Under Management (AUM) of Inflation-Protected Bond category is currently estimated at about 10.97 Billion. Schwab Treasury totals roughly 2.59 Billion in net asset claiming about 24% of all funds under Inflation-Protected Bond category.| Exotic Funds | View |
Schwab Treasury January 31, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Treasury help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Treasury Inflation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Treasury Inflation 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 Treasury's daily price indicators and compare them against related drivers.
| Information Ratio | (0.43) | |||
| Maximum Drawdown | 1.08 | |||
| Value At Risk | (0.40) | |||
| Potential Upside | 0.2988 |
Other Information on Investing in Schwab Mutual Fund
Schwab Treasury 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 Treasury security.
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