Schwab Small-cap Financials
| SWSSX Fund | USD 41.37 0.75 1.78% |
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 Small-cap Fund Summary
Schwab Small-cap competes with Oakmark Select, Emerging Markets, Amg Yacktman, Diamond Hill, and Mfs Growth. The fund normally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.Specialization | Small Blend, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US8085098486 |
| Business Address | Schwab Capital Trust |
| Mutual Fund Family | Schwab Funds |
| Mutual Fund Category | Small Blend |
| Benchmark | Dow Jones Industrial |
| Phone | 877 824 5615 |
| Currency | USD - US Dollar |
Schwab Small-cap Key Financial Ratios
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Small-cap's current stock value. Our valuation model uses many indicators to compare Schwab Small-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Small-cap competition to find correlations between indicators driving Schwab Small-cap's intrinsic value. More Info.Schwab Small Cap Index 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 0.97 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Small Cap Index is roughly 1.03 . 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 Small-cap's earnings, one of the primary drivers of an investment's value.Schwab Small-cap February 6, 2026 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Schwab Small-cap help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Schwab Small Cap Index. We use our internally-developed statistical techniques to arrive at the intrinsic value of Schwab Small Cap Index 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 Small-cap's daily price indicators and compare them against related drivers.
| Downside Deviation | 1.22 | |||
| Information Ratio | 0.0217 | |||
| Maximum Drawdown | 4.65 | |||
| Value At Risk | (1.85) | |||
| Potential Upside | 1.92 |
Other Information on Investing in Schwab Mutual Fund
Schwab Small-cap 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 Small-cap security.
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