Schwab Large Cap Growth Fund Net Asset
| SWLSX Fund | USD 40.43 0.11 0.27% |
As of the 17th of February 2026, Schwab Large-cap has the Risk Adjusted Performance of (0.06), variance of 1.1, and Coefficient Of Variation of (1,258). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Schwab Large Cap, as well as the relationship between them.
Schwab Large-cap's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Schwab Large-cap's valuation are provided below:Schwab Large Cap Growth does not presently have any fundamental trend indicators for analysis. 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 |
Schwab Large-cap 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Schwab Large-cap's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Schwab Large-cap.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Schwab Large-cap on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Large Cap Growth or generate 0.0% return on investment in Schwab Large-cap over 90 days. Schwab Large-cap is related to or competes with Columbia Global, Columbia Global, Great-west, Cm Commodity, Pimco Stocksplus, Touchstone Mid, and New Covenant. To pursue its investment objective, the fund invests primarily in U.S More
Schwab Large-cap Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Schwab Large-cap's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Schwab Large Cap Growth upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.15) | |||
| Maximum Drawdown | 4.88 | |||
| Value At Risk | (1.97) | |||
| Potential Upside | 1.39 |
Schwab Large-cap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Large-cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Large-cap's standard deviation. In reality, there are many statistical measures that can use Schwab Large-cap historical prices to predict the future Schwab Large-cap's volatility.| Risk Adjusted Performance | (0.06) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | (0.17) | |||
| Treynor Ratio | (0.12) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Large-cap's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Schwab Large-cap February 17, 2026 Technical Indicators
| Cycle Indicators | ||
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| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | (0.06) | |||
| Market Risk Adjusted Performance | (0.11) | |||
| Mean Deviation | 0.7792 | |||
| Coefficient Of Variation | (1,258) | |||
| Standard Deviation | 1.05 | |||
| Variance | 1.1 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.14) | |||
| Total Risk Alpha | (0.17) | |||
| Treynor Ratio | (0.12) | |||
| Maximum Drawdown | 4.88 | |||
| Value At Risk | (1.97) | |||
| Potential Upside | 1.39 | |||
| Skewness | (0.26) | |||
| Kurtosis | 0.3719 |
Schwab Large Cap Backtested Returns
Schwab Large Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0252, which indicates the fund had a -0.0252 % return per unit of risk over the last 3 months. Schwab Large Cap Growth exposes twenty different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Schwab Large-cap's Coefficient Of Variation of (1,258), variance of 1.1, and Risk Adjusted Performance of (0.06) to confirm the risk estimate we provide. The entity has a beta of 0.78, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Large-cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Large-cap is expected to be smaller as well.
Auto-correlation | -0.55 |
Good reverse predictability
Schwab Large Cap Growth has good reverse predictability. Overlapping area represents the amount of predictability between Schwab Large-cap time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Schwab Large Cap price movement. The serial correlation of -0.55 indicates that about 55.0% of current Schwab Large-cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.55 | |
| Spearman Rank Test | -0.61 | |
| Residual Average | 0.0 | |
| Price Variance | 0.7 |
Net Asset is the value used in calculating NAV of a fund. NAV (or Net Asset Value) is computed once a day based on the formula that uses closing prices of all positions in the fund's portfolio.
| Competition |
Based on the recorded statements, Schwab Large Cap Growth has a Net Asset of 590.28 M. This is much higher than that of the Schwab Funds family and significantly higher than that of the Large Growth category. The net asset for all United States funds is notably lower than that of the firm.
Schwab Net Asset Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Schwab Large-cap's direct or indirect competition against its Net Asset 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 Large-cap could also be used in its relative valuation, which is a method of valuing Schwab Large-cap by comparing valuation metrics of similar companies.Schwab Large is currently under evaluation in net asset among similar funds.
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Large-cap's current stock value. Our valuation model uses many indicators to compare Schwab Large-cap value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Large-cap competition to find correlations between indicators driving Schwab Large-cap's intrinsic value. More Info.Schwab Large Cap Growth is rated fourth largest fund in price to earning among similar funds. It also is rated fourth largest fund in price to book among similar funds fabricating about 0.19 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Large Cap Growth is roughly 5.21 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Schwab Large-cap's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Schwab Large-cap
The fund invests 100.0% of asset under management in tradable equity instruments, with the rest of investments concentrated in .Asset allocation divides Schwab Large-cap'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 for 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 manage securities in the fund's portfolio as market conditions and the fund's objectives change.
Schwab Fundamentals
| Price To Earning | 18.64 X | ||||
| Price To Book | 3.58 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 590.28 M | ||||
| Year To Date Return | 0.85 % | ||||
| One Year Return | 9.20 % | ||||
| Three Year Return | 22.93 % | ||||
| Five Year Return | 12.76 % | ||||
| Ten Year Return | 13.35 % | ||||
| Net Asset | 590.28 M | ||||
| Equity Positions Weight | 100.00 % |
About Schwab Large-cap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Large Cap Growth's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Large-cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Large Cap Growth 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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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Schwab Mutual Fund
Schwab Large-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 Large-cap security.
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