Schwab Target 2060 Fund Key Fundamental Indicators
| SWPRX Fund | USD 18.39 0.22 1.18% |
As of the 9th of February, Schwab Target has the Coefficient Of Variation of 860.67, semi deviation of 0.5984, and Risk Adjusted Performance of 0.0923. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Schwab Target 2060, as well as the relationship between them.
Schwab Target'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 Target's valuation are provided below:Schwab Target 2060 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 Target '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 Target'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 Target.
| 11/11/2025 |
| 02/09/2026 |
If you would invest 0.00 in Schwab Target on November 11, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Target 2060 or generate 0.0% return on investment in Schwab Target over 90 days. Schwab Target is related to or competes with Pace Large, Alternative Asset, Old Westbury, Harbor Large, Rational Strategic, and Legg Mason. The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Fu... More
Schwab Target 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 Target'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 Target 2060 upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7647 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 3.59 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.18 |
Schwab Target Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Target's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Target's standard deviation. In reality, there are many statistical measures that can use Schwab Target historical prices to predict the future Schwab Target's volatility.| Risk Adjusted Performance | 0.0923 | |||
| Jensen Alpha | 0.0248 | |||
| Total Risk Alpha | 0.0024 | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.1208 |
Schwab Target February 9, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0923 | |||
| Market Risk Adjusted Performance | 0.1308 | |||
| Mean Deviation | 0.5412 | |||
| Semi Deviation | 0.5984 | |||
| Downside Deviation | 0.7647 | |||
| Coefficient Of Variation | 860.67 | |||
| Standard Deviation | 0.7135 | |||
| Variance | 0.5091 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 0.0248 | |||
| Total Risk Alpha | 0.0024 | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.1208 | |||
| Maximum Drawdown | 3.59 | |||
| Value At Risk | (1.18) | |||
| Potential Upside | 1.18 | |||
| Downside Variance | 0.5848 | |||
| Semi Variance | 0.3581 | |||
| Expected Short fall | (0.56) | |||
| Skewness | (0.11) | |||
| Kurtosis | 0.3173 |
Schwab Target 2060 Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Target 2060 owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.12, which indicates the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Schwab Target 2060, which you can use to evaluate the volatility of the fund. Please validate Schwab Target's Coefficient Of Variation of 860.67, risk adjusted performance of 0.0923, and Semi Deviation of 0.5984 to confirm if the risk estimate we provide is consistent with the expected return of 0.0819%. The entity has a beta of 0.6, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Target's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Target is expected to be smaller as well.
Auto-correlation | 0.23 |
Weak predictability
Schwab Target 2060 has weak predictability. Overlapping area represents the amount of predictability between Schwab Target time series from 11th of November 2025 to 26th of December 2025 and 26th of December 2025 to 9th 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 Target 2060 price movement. The serial correlation of 0.23 indicates that over 23.0% of current Schwab Target price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.23 | |
| Spearman Rank Test | 0.6 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.
| Competition |
In accordance with the recently published financial statements, Schwab Target 2060 has an Annual Yield of 0.0152%. This is much higher than that of the Schwab Funds family and significantly higher than that of the Target-Date 2060+ category. The annual yield for all United States funds is notably lower than that of the firm.
Schwab Target 2060 Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Target's current stock value. Our valuation model uses many indicators to compare Schwab Target value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Target competition to find correlations between indicators driving Schwab Target's intrinsic value. More Info.Schwab Target 2060 is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 266.22 of Year To Date Return per Annual Yield. 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 Target's earnings, one of the primary drivers of an investment's value.Schwab Annual Yield Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Schwab Target's direct or indirect competition against its Annual Yield 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 Target could also be used in its relative valuation, which is a method of valuing Schwab Target by comparing valuation metrics of similar companies.Schwab Target is currently under evaluation in annual yield among similar funds.
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Target's current stock value. Our valuation model uses many indicators to compare Schwab Target value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Target competition to find correlations between indicators driving Schwab Target's intrinsic value. More Info.Schwab Target 2060 is rated top fund in annual yield among similar funds. It also is rated top fund in year to date return among similar funds creating about 266.22 of Year To Date Return per Annual Yield. 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 Target's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Schwab Target
The fund consists of 91.43% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.Asset allocation divides Schwab Target'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
| Total Asset | 42.71 M | ||||
| Annual Yield | 0.02 % | ||||
| Year To Date Return | 4.05 % | ||||
| One Year Return | 20.28 % | ||||
| Three Year Return | 17.14 % | ||||
| Five Year Return | 9.48 % | ||||
| Net Asset | 10.92 M | ||||
| Last Dividend Paid | 0.04 | ||||
| Cash Position Weight | 3.00 % | ||||
| Equity Positions Weight | 91.43 % | ||||
| Bond Positions Weight | 5.23 % |
About Schwab Target Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Target 2060's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Target using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Target 2060 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.The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and in unaffiliated third party mutual funds and ETFs . The fund invests in the underlying funds in accordance with its target portfolio allocation.
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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 Target 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 Target security.
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