Schwab Tax Free Bond Fund One Year Return
| SWNTX Fund | USD 11.05 0.02 0.18% |
Schwab Tax Free Bond fundamentals help investors to digest information that contributes to Schwab Tax-free'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 Tax-free'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 Tax-free mutual fund.
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Schwab Tax Free Bond Mutual Fund One Year Return Analysis
Schwab Tax-free'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.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Schwab Tax-free One Year Return | 5.76 % |
Most of Schwab Tax-free'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 Tax Free Bond 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.
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Based on the recorded statements, Schwab Tax Free Bond has an One Year Return of 5.7574%. This is much higher than that of the Schwab Funds family and significantly higher than that of the Muni National Interm 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 Tax-free'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 Tax-free could also be used in its relative valuation, which is a method of valuing Schwab Tax-free by comparing valuation metrics of similar companies.Schwab Tax is currently under evaluation in one year return among similar funds.
Fund Asset Allocation for Schwab Tax-free
The fund consists of 98.28% investments in fixed income securities, with the rest of funds allocated in cash.Asset allocation divides Schwab Tax-free'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
| Annual Yield | 0 % | ||||
| Year To Date Return | 2.38 % | ||||
| One Year Return | 5.76 % | ||||
| Three Year Return | (0.04) % | ||||
| Five Year Return | 1.05 % | ||||
| Ten Year Return | 3.48 % | ||||
| Net Asset | 556.25 M | ||||
| Last Dividend Paid | 0.02 | ||||
| Cash Position Weight | 1.72 % | ||||
| Bond Positions Weight | 98.28 % |
About Schwab Tax-free Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Tax Free Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Tax-free using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Tax Free Bond 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 Tax-free 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 Tax-free security.
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