Schwab Balanced Fund Price on March 26, 2024
| SWOBX Fund | USD 17.94 0.15 0.84% |
Below is the normalized historical share price chart for Schwab Balanced Fund extending back to November 22, 1996. 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 Balanced stands at 17.94, as last reported on the 4th of December, with the highest price reaching 17.94 and the lowest price hitting 17.94 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 Balanced owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.16, which indicates the fund had a 0.16% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Schwab Balanced Fund, which you can use to evaluate the volatility of the fund. Please validate Schwab Balanced's Risk Adjusted Performance of 0.0808, coefficient of variation of 889.21, and Semi Deviation of 0.4027 to confirm if the risk estimate we provide is consistent with the expected return of 0.0764%.
Schwab Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Schwab |
Sharpe Ratio = 0.1575
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| Cash | SWOBX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.49 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.08 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Schwab Balanced is performing at about 12% 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 Balanced by adding it to a well-diversified portfolio.
Schwab Balanced Valuation on March 26, 2024
It is possible to determine the worth of Schwab Balanced on a given historical date. On March 26, 2024 Schwab was worth 16.27 at the beginning of the trading date compared to the closed value of 16.27. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Schwab Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Schwab Balanced'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 Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Schwab Balanced's related companies.
| Open | High | Low | Close | Volume | |
| 16.28 | 16.28 | 16.28 | 16.28 | 1.00 | |
03/26/2024 | 16.27 | 16.27 | 16.27 | 16.27 | 1.00 |
| 16.36 | 16.36 | 16.36 | 16.36 | 1.00 |
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Schwab Balanced Trading Date Momentum on March 26, 2024
| On March 27 2024 Schwab Balanced Fund was traded for 16.36 at the closing time. The highest daily price throughout the period was 16.36 and the lowest price was 16.36 . There was no trading activity during the period 1.0. Lack of trading volume on 03/27/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.55% . The trading price change to current closing price is 0.18% . |
Schwab Balanced Fundamentals Correlations and Trends
By evaluating Schwab Balanced'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 Balanced'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 Balanced Mutual Fund history
Schwab Balanced 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 Balanced 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 Balanced stock prices may prove useful in developing a viable investing in Schwab Balanced
The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfolio allocation. It invests 55-65 percent of its assets in equity securities and 35-45 percent in fixed-income securities , and cash or cash equivalents . For temporary defensive purposes during unusual economic or market conditions or for liquidity purposes, the fund may invest up to 100 percent of its assets directly in cash, money market instruments, repurchase agreements and other short-term obligations.
Schwab Balanced Mutual Fund Technical Analysis
Schwab Balanced 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 Balanced Period Price Range
Low | December 4, 2024
| High |
0.00 | 0.00 |
Schwab Balanced Fund 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 Balanced December 4, 2024 Market Strength
Market strength indicators help investors to evaluate how Schwab Balanced 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 Balanced shares will generate the highest return on investment. By undertsting and applying Schwab Balanced mutual fund market strength indicators, traders can identify Schwab Balanced Fund entry and exit signals to maximize returns
Schwab Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Schwab Balanced'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 | 0.0808 | |||
| Jensen Alpha | 0.0452 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.1) | |||
| Treynor Ratio | 2.37 |
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| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Schwab Mutual Fund
Schwab Balanced 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 Balanced security.
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