Schwab Total Stock Fund Net Income
| SWTSX Fund | USD 16.76 0.01 0.06% |
As of the 29th of January, Schwab Total has the Semi Deviation of 0.8509, risk adjusted performance of 0.0561, and Coefficient Of Variation of 1329.82. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Schwab Total Stock, as well as the relationship between them.
Schwab Total'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 Total's valuation are provided below:Schwab Total Stock 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 Total '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 Total'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 Total.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Schwab Total on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Total Stock or generate 0.0% return on investment in Schwab Total over 90 days. Schwab Total is related to or competes with T Rowe, Midcap Fund, American Funds, Emerging Markets, Franklin Dynatech, Blackrock High, and Strategic Advisers. The fund generally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is con... More
Schwab Total 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 Total'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 Total Stock upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9365 | |||
| Information Ratio | (0.02) | |||
| Maximum Drawdown | 3.79 | |||
| Value At Risk | (1.64) | |||
| Potential Upside | 1.23 |
Schwab Total Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Total's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Total's standard deviation. In reality, there are many statistical measures that can use Schwab Total historical prices to predict the future Schwab Total's volatility.| Risk Adjusted Performance | 0.0561 | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0583 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Total'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 Total January 29, 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 | 0.0561 | |||
| Market Risk Adjusted Performance | 0.0683 | |||
| Mean Deviation | 0.5924 | |||
| Semi Deviation | 0.8509 | |||
| Downside Deviation | 0.9365 | |||
| Coefficient Of Variation | 1329.82 | |||
| Standard Deviation | 0.802 | |||
| Variance | 0.6432 | |||
| Information Ratio | (0.02) | |||
| Jensen Alpha | (0.01) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.02) | |||
| Treynor Ratio | 0.0583 | |||
| Maximum Drawdown | 3.79 | |||
| Value At Risk | (1.64) | |||
| Potential Upside | 1.23 | |||
| Downside Variance | 0.877 | |||
| Semi Variance | 0.724 | |||
| Expected Short fall | (0.59) | |||
| Skewness | (0.72) | |||
| Kurtosis | 0.7297 |
Schwab Total Stock Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Total Stock owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0538, which indicates the fund had a 0.0538 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Total Stock, which you can use to evaluate the volatility of the fund. Please validate Schwab Total's Semi Deviation of 0.8509, coefficient of variation of 1329.82, and Risk Adjusted Performance of 0.0561 to confirm if the risk estimate we provide is consistent with the expected return of 0.0435%. The entity has a beta of 0.86, 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.
Auto-correlation | 0.21 |
Weak predictability
Schwab Total Stock has weak predictability. Overlapping area represents the amount of predictability between Schwab Total time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 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 Total Stock price movement. The serial correlation of 0.21 indicates that over 21.0% of current Schwab Total price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.21 | |
| Spearman Rank Test | 0.41 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, Schwab Total Stock reported net income of 0.0. This indicator is about the same for the Schwab Funds average (which is currently at 0.0) family and about the same as Large Blend (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Schwab Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Total's current stock value. Our valuation model uses many indicators to compare Schwab Total value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Schwab Total competition to find correlations between indicators driving Schwab Total's intrinsic value. More Info.Schwab Total Stock is rated top fund in price to earning among similar funds. It also is rated top fund in price to book among similar funds fabricating about 0.89 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Schwab Total Stock is roughly 1.13 . 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 Total's earnings, one of the primary drivers of an investment's value.Fund Asset Allocation for Schwab Total
The fund invests 99.44% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.56%) .Asset allocation divides Schwab Total'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
| Price To Earning | 2.88 X | ||||
| Price To Book | 2.55 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 32.47 B | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 1.10 % | ||||
| One Year Return | 14.60 % | ||||
| Three Year Return | 21.11 % | ||||
| Five Year Return | 12.56 % | ||||
| Ten Year Return | 12.75 % | ||||
| Net Asset | 32.47 B | ||||
| Last Dividend Paid | 1.08 | ||||
| Cash Position Weight | 0.56 % | ||||
| Equity Positions Weight | 99.44 % |
About Schwab Total Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Schwab Total Stock's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Schwab Total using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Schwab Total Stock 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 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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