Schwab Health Care Fund One Year Return

SWHFX Fund  USD 26.57  0.09  0.34%   
Schwab Health Care fundamentals help investors to digest information that contributes to Schwab Health's financial success or failures. It also enables traders to predict the movement of Schwab Mutual Fund. The fundamental analysis module provides a way to measure Schwab Health's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Schwab Health mutual fund.
  
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.

Schwab Health Care Mutual Fund One Year Return Analysis

Schwab Health's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.

One Year Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About One Year Return | All Equity Analysis

Current Schwab Health One Year Return

    
  10.54 %  
Most of Schwab Health's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Schwab Health Care is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Competition

Based on the recorded statements, Schwab Health Care has an One Year Return of 10.5396%. This is much higher than that of the Schwab Funds family and significantly higher than that of the Health category. The one year return for all United States funds is notably lower than that of the firm.

Schwab One Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Schwab Health's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Schwab Health could also be used in its relative valuation, which is a method of valuing Schwab Health by comparing valuation metrics of similar companies.
Schwab Health is currently under evaluation in one year return among similar funds.

Fund Asset Allocation for Schwab Health

The fund invests 99.5% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.5%) .
Asset allocation divides Schwab Health's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.

Schwab Fundamentals

About Schwab Health Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Schwab Health Care's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Health using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Health Care based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

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Other Information on Investing in Schwab Mutual Fund

Schwab Health 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 Health security.
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