Schwab Fundamental Small Fund Market Value
| SFSNX Fund | USD 20.57 0.17 0.83% |
| Symbol | Schwab |
Schwab Fundamental '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 Fundamental'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 Fundamental.
| 11/26/2025 |
| 02/24/2026 |
If you would invest 0.00 in Schwab Fundamental on November 26, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Fundamental Small or generate 0.0% return on investment in Schwab Fundamental over 90 days. Schwab Fundamental is related to or competes with Emerging Markets, Royce Pennsylvania, Lazard International, Transamerica, Transamerica, Schwab Us, and One Choice. To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI US Small Company Index More
Schwab Fundamental 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 Fundamental'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 Fundamental Small upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.882 | |||
| Information Ratio | 0.059 | |||
| Maximum Drawdown | 4.92 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.76 |
Schwab Fundamental Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Fundamental's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Fundamental's standard deviation. In reality, there are many statistical measures that can use Schwab Fundamental historical prices to predict the future Schwab Fundamental's volatility.| Risk Adjusted Performance | 0.1274 | |||
| Jensen Alpha | 0.0576 | |||
| Total Risk Alpha | 0.0333 | |||
| Sortino Ratio | 0.0648 | |||
| Treynor Ratio | 0.1489 |
Schwab Fundamental February 24, 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 | 0.1274 | |||
| Market Risk Adjusted Performance | 0.1589 | |||
| Mean Deviation | 0.7322 | |||
| Semi Deviation | 0.6817 | |||
| Downside Deviation | 0.882 | |||
| Coefficient Of Variation | 612.6 | |||
| Standard Deviation | 0.9694 | |||
| Variance | 0.9396 | |||
| Information Ratio | 0.059 | |||
| Jensen Alpha | 0.0576 | |||
| Total Risk Alpha | 0.0333 | |||
| Sortino Ratio | 0.0648 | |||
| Treynor Ratio | 0.1489 | |||
| Maximum Drawdown | 4.92 | |||
| Value At Risk | (1.42) | |||
| Potential Upside | 1.76 | |||
| Downside Variance | 0.7779 | |||
| Semi Variance | 0.4647 | |||
| Expected Short fall | (0.86) | |||
| Skewness | 0.2511 | |||
| Kurtosis | 0.6262 |
Schwab Fundamental Small Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Fundamental Small owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.16, which indicates the fund had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Schwab Fundamental Small, which you can use to evaluate the volatility of the fund. Please validate Schwab Fundamental's Risk Adjusted Performance of 0.1274, semi deviation of 0.6817, and Coefficient Of Variation of 612.6 to confirm if the risk estimate we provide is consistent with the expected return of 0.16%. The entity has a beta of 1.0, which indicates possible diversification benefits within a given portfolio. Schwab Fundamental returns are very sensitive to returns on the market. As the market goes up or down, Schwab Fundamental is expected to follow.
Auto-correlation | 0.32 |
Below average predictability
Schwab Fundamental Small has below average predictability. Overlapping area represents the amount of predictability between Schwab Fundamental time series from 26th of November 2025 to 10th of January 2026 and 10th of January 2026 to 24th 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 Fundamental Small price movement. The serial correlation of 0.32 indicates that nearly 32.0% of current Schwab Fundamental price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.32 | |
| Spearman Rank Test | 0.39 | |
| Residual Average | 0.0 | |
| Price Variance | 0.1 |
Also Currently Popular
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 Fundamental 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 Fundamental security.
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