Schwab Markettrack Balanced Fund Price on October 29, 2024
| SWBGX Fund | USD 21.01 0.02 0.1% |
Below is the normalized historical share price chart for Schwab Markettrack Balanced extending back to November 17, 1995. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Schwab Markettrack stands at 21.01, as last reported on the 27th of November, with the highest price reaching 21.01 and the lowest price hitting 21.01 during the day.
If you're considering investing in Schwab Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Schwab Mutual Fund to be very steady. Schwab Markettrack owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0808, which indicates the fund had a 0.0808% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Schwab Markettrack Balanced, which you can use to evaluate the volatility of the fund. Please validate Schwab Markettrack's Risk Adjusted Performance of 0.0447, semi deviation of 0.299, and Coefficient Of Variation of 1430.22 to confirm if the risk estimate we provide is consistent with the expected return of 0.0332%.
Schwab Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Schwab |
Sharpe Ratio = 0.0808
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| Negative Returns | SWBGX |
Estimated Market Risk
| 0.41 actual daily | 3 97% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.08 actual daily | 6 94% of assets perform better |
Based on monthly moving average Schwab Markettrack is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schwab Markettrack by adding it to a well-diversified portfolio.
Schwab Markettrack Valuation on October 29, 2024
It is possible to determine the worth of Schwab Markettrack on a given historical date. On October 29, 2024 Schwab was worth 20.72 at the beginning of the trading date compared to the closed value of 20.72. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Schwab Markettrack mutual fund. Still, in general, we apply an absolute valuation method to find Schwab Markettrack's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Schwab Markettrack where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Schwab Markettrack's related companies.
| Open | High | Low | Close | Volume | |
| 20.72 | 20.72 | 20.72 | 20.72 | 1.00 | |
10/29/2024 | 20.72 | 20.72 | 20.72 | 20.72 | 1.00 |
| 20.68 | 20.68 | 20.68 | 20.68 | 1.00 |
| Backtest Schwab Markettrack | | | Schwab Markettrack History | | | Schwab Markettrack Valuation | Previous | Next |
Schwab Markettrack Trading Date Momentum on October 29, 2024
| On October 30 2024 Schwab Markettrack Balanced was traded for 20.68 at the closing time. The highest daily price throughout the period was 20.68 and the lowest price was 20.68 . There was no trading activity during the period 1.0. Lack of trading volume on 10/30/2024 added to the next day price reduction. The trading price change to closing price of the next trading day was 0.19% . The trading price change to current closing price is 1.30% . |
Schwab Markettrack Fundamentals Correlations and Trends
By evaluating Schwab Markettrack's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Schwab Markettrack's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Schwab financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Schwab Markettrack Mutual Fund history
Schwab Markettrack investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Schwab is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Schwab Markettrack will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Schwab Markettrack stock prices may prove useful in developing a viable investing in Schwab Markettrack
To pursue its goal, the fund maintains a defined asset allocation. The funds target allocation includes bond, stock and cash investments. Its allocation is weighted toward stock investments, while including substantial bond investments in seeking to add income and reduce the funds volatility. The fund seeks to remain close to the target allocations of approximately 60 percent equity, 36 percent fixed income and 4 percent cash and cash equivalents .
Schwab Markettrack Mutual Fund Technical Analysis
Schwab Markettrack technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Schwab Markettrack Period Price Range
Low | November 27, 2024
| High |
0.00 | 0.00 |
Schwab Markettrack Balanced cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Schwab Markettrack November 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Schwab Markettrack mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Schwab Markettrack shares will generate the highest return on investment. By undertsting and applying Schwab Markettrack mutual fund market strength indicators, traders can identify Schwab Markettrack Balanced entry and exit signals to maximize returns
Schwab Markettrack Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Schwab Markettrack's price direction in advance. Along with the technical and fundamental analysis of Schwab Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Schwab to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0447 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.24) | |||
| Treynor Ratio | 0.0543 |
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Schwab Mutual Fund
Schwab Markettrack 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 Markettrack security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios |