Schwab Small Cap Equity Fund Price on November 19, 2024
| SWSCX Fund | USD 23.96 0.07 0.29% |
Below is the normalized historical share price chart for Schwab Small Cap Equity extending back to July 18, 2003. 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 Small-cap stands at 23.96, as last reported on the 27th of November, with the highest price reaching 23.96 and the lowest price hitting 23.96 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 Small Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0904, which indicates the fund had a 0.0904% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Schwab Small Cap Equity, which you can use to evaluate the volatility of the fund. Please validate Schwab Small-cap's Coefficient Of Variation of 1159.46, semi deviation of 0.9337, and Risk Adjusted Performance of 0.07 to confirm if the risk estimate we provide is consistent with the expected return of 0.12%.
Schwab Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Schwab |
Sharpe Ratio = 0.0904
| Best Portfolio | Best Equity | |||
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| Cash | SWSCX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 1.3 actual daily | 11 89% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Schwab Small-cap is performing at about 7% 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 Small-cap by adding it to a well-diversified portfolio.
Schwab Small-cap Valuation on November 19, 2024
It is possible to determine the worth of Schwab Small-cap on a given historical date. On November 19, 2024 Schwab was worth 23.04 at the beginning of the trading date compared to the closed value of 23.04. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Schwab Small-cap mutual fund. Still, in general, we apply an absolute valuation method to find Schwab Small-cap'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 Small-cap where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Schwab Small-cap's related companies.
| Open | High | Low | Close | Volume | |
| 22.87 | 22.87 | 22.87 | 22.87 | 1.00 | |
11/19/2024 | 23.04 | 23.04 | 23.04 | 23.04 | 1.00 |
| 23.04 | 23.04 | 23.04 | 23.04 | 1.00 |
| Backtest Schwab Small-cap | | | Schwab Small-cap History | | | Schwab Small-cap Valuation | Previous | Next |
Schwab Small-cap Trading Date Momentum on November 19, 2024
| On November 20 2024 Schwab Small Cap Equity was traded for 23.04 at the closing time. The highest daily price throughout the period was 23.04 and the lowest price was 23.04 . There was no trading activity during the period 1.0. Lack of trading volume on 11/20/2024 did not result in any price rise and fall. The trading price change to current closing price is 3.99% . |
Schwab Small Cap Fundamentals Correlations and Trends
By evaluating Schwab Small-cap'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 Small-cap'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 Small-cap Mutual Fund history
Schwab Small-cap 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 Small Cap 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 Small-cap stock prices may prove useful in developing a viable investing in Schwab Small-cap
The fund invests at least 80 percent of its net assets in small-cap equity securities. Small-cap equity securities generally are securities with market capitalizations within the universe of the Russell 2000 Index at the time of purchase by the fund.
Schwab Small-cap Mutual Fund Technical Analysis
Schwab Small-cap 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 Small-cap Period Price Range
Low | November 27, 2024
| High |
0.00 | 0.00 |
Schwab Small Cap Equity 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 Small-cap November 27, 2024 Market Strength
Market strength indicators help investors to evaluate how Schwab Small-cap 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 Small-cap shares will generate the highest return on investment. By undertsting and applying Schwab Small-cap mutual fund market strength indicators, traders can identify Schwab Small Cap Equity entry and exit signals to maximize returns
Schwab Small-cap Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Schwab Small-cap'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 | 0.07 | |||
| Jensen Alpha | (0.08) | |||
| Total Risk Alpha | (0.10) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0678 |
| 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 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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