Schwab Balanced Fund Manager Performance Evaluation
| SWOBX Fund | USD 18.10 0.10 0.56% |
The entity has a beta of 0.49, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Balanced is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Balanced Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental drivers, Schwab Balanced is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
...more1 | 3 Charles Schwab Mutual Funds Benefiting From Market Tailwinds - Nasdaq | 11/19/2025 |
| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.5100 |
Schwab |
Schwab Balanced Relative Risk vs. Return Landscape
If you would invest 1,740 in Schwab Balanced Fund on October 28, 2025 and sell it today you would earn a total of 70.00 from holding Schwab Balanced Fund or generate 4.02% return on investment over 90 days. Schwab Balanced Fund is currently producing 0.0663% returns and takes up 0.5696% volatility of returns over 90 trading days. Put another way, 5% of traded mutual funds are less volatile than Schwab, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Schwab Balanced Current Valuation
Undervalued
Today
Please note that Schwab Balanced's price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Schwab Balanced has a current Real Value of $19.82 per share. The regular price of the fund is $18.1. We determine the value of Schwab Balanced from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Schwab Balanced is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Schwab Mutual Fund. However, Schwab Balanced's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 18.1 | Real 19.82 | Hype 18.1 | Naive 17.82 |
The intrinsic value of Schwab Balanced's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Schwab Balanced's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Schwab Balanced Fund helps investors to forecast how Schwab mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Schwab Balanced more accurately as focusing exclusively on Schwab Balanced's fundamentals will not take into account other important factors: Schwab Balanced Target Price Odds to finish over Current Price
The tendency of Schwab Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.10 | 90 days | 18.10 | nearly 4.29 |
Based on a normal probability distribution, the odds of Schwab Balanced to move above the current price in 90 days from now is nearly 4.29 (This Schwab Balanced Fund probability density function shows the probability of Schwab Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Schwab Balanced has a beta of 0.49. This usually implies as returns on the market go up, Schwab Balanced average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Schwab Balanced Fund will be expected to be much smaller as well. Additionally Schwab Balanced Fund has an alpha of 0.041, implying that it can generate a 0.041 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Schwab Balanced Price Density |
| Price |
Predictive Modules for Schwab Balanced
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Schwab Balanced. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Schwab Balanced Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Schwab Balanced is not an exception. The market had few large corrections towards the Schwab Balanced's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Schwab Balanced Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Schwab Balanced within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.49 | |
σ | Overall volatility | 0.39 | |
Ir | Information ratio | 0.01 |
Schwab Balanced Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Schwab Balanced for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Schwab Balanced can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund maintains about 35.04% of its assets in bonds |
Schwab Balanced Fundamentals Growth
Schwab Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Schwab Balanced, and Schwab Balanced fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Schwab Mutual Fund performance.
| Price To Earning | 19.82 X | ||||
| Price To Book | 2.49 X | ||||
| Price To Sales | 1.54 X | ||||
| Total Asset | 740.39 M | ||||
About Schwab Balanced Performance
Evaluating Schwab Balanced's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schwab Balanced has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Schwab Balanced has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Schwab Balanced performance evaluation
Checking the ongoing alerts about Schwab Balanced for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Schwab Balanced help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund maintains about 35.04% of its assets in bonds |
- Analyzing Schwab Balanced's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Schwab Balanced's stock is overvalued or undervalued compared to its peers.
- Examining Schwab Balanced's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Schwab Balanced's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schwab Balanced's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Schwab Balanced's mutual fund. These opinions can provide insight into Schwab Balanced's potential for growth and whether the stock is currently undervalued or overvalued.
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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