Schwab Total Stock Fund Manager Performance Evaluation
| SWTSX Fund | USD 103.41 0.55 0.53% |
The entity has a beta of 0.89, which indicates possible diversification benefits within a given portfolio. Schwab Total returns are very sensitive to returns on the market. As the market goes up or down, Schwab Total is expected to follow.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Total Stock are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Schwab Total may actually be approaching a critical reversion point that can send shares even higher in December 2024.
...more1 | Is Schwab Total Stock Market Index a Strong Mutual Fund Pick Right Now - Yahoo Finance | 10/16/2024 |
| Expense Ratio Date | 27th of February 2023 | |
| Expense Ratio | 0.0300 |
Schwab |
Schwab Total Relative Risk vs. Return Landscape
If you would invest 9,357 in Schwab Total Stock on September 1, 2024 and sell it today you would earn a total of 984.00 from holding Schwab Total Stock or generate 10.52% return on investment over 90 days. Schwab Total Stock is currently producing 0.159% returns and takes up 0.7377% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Schwab, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Schwab Total Current Valuation
Overvalued
Today
Please note that Schwab Total's price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Schwab Total Stock has a current Real Value of $88.93 per share. The regular price of the fund is $103.41. We determine the value of Schwab Total Stock 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 Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Schwab Mutual Fund. However, Schwab Total'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 103.41 | Real 88.93 | Hype 103.5 | Naive 103.68 |
The intrinsic value of Schwab Total'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 Total'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 Total Stock 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 Total more accurately as focusing exclusively on Schwab Total's fundamentals will not take into account other important factors: Schwab Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Schwab Total Stock, and traders can use it to determine the average amount a Schwab Total's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2156
| Best Portfolio | Best Equity | |||
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| Small Returns | SWTSX | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.16 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.22 actual daily | 16 84% of assets perform better |
Based on monthly moving average Schwab Total is performing at about 16% 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 Total by adding it to a well-diversified portfolio.
Schwab Total Fundamentals Growth
Schwab Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Schwab Total, and Schwab Total 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 | 2.88 X | ||||
| Price To Book | 2.55 X | ||||
| Price To Sales | 1.73 X | ||||
About Schwab Total Performance
Evaluating Schwab Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schwab Total 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 Total 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 at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. It generally gives the same weight to a given stock as the index does. The index is designed to measure all publicly traded stocks of companies headquartered in the United States for which pricing information is readily available the index contains 4,113 stocks as of December 31, 2023. It is non-diversified.Things to note about Schwab Total Stock performance evaluation
Checking the ongoing alerts about Schwab Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Schwab Total Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Schwab Total's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Schwab Total's mutual fund performance include:- Analyzing Schwab Total'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 Total's stock is overvalued or undervalued compared to its peers.
- Examining Schwab Total'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 Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schwab Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Schwab Total's mutual fund. These opinions can provide insight into Schwab Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Schwab Mutual Fund
Schwab Total 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 Total security.
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