Schwab Fundamental's market value is the price at which a share of Schwab Fundamental trades on a public exchange. It measures the collective expectations of Schwab Fundamental Small investors about its performance. Schwab Fundamental is trading at 20.85 as of the 23rd of February 2026; that is 0.72 percent up since the beginning of the trading day. The fund's open price was 20.7. With this module, you can estimate the performance of a buy and hold strategy of Schwab Fundamental Small and determine expected loss or profit from investing in Schwab Fundamental over a given investment horizon. Check out Schwab Fundamental Correlation, Schwab Fundamental Volatility and Schwab Fundamental Performance module to complement your research on Schwab Fundamental.
Please note, there is a significant difference between Schwab Fundamental's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Fundamental is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, Schwab Fundamental's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.
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.
0.00
11/25/2025
No Change 0.00
0.0
In 3 months and 1 day
02/23/2026
0.00
If you would invest 0.00 in Schwab Fundamental on November 25, 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 generally invests in stocks that are included in the RAFI Fundamental High Liquidity US Sma... 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.
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.
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Fundamental Small owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.21, which indicates the fund had a 0.21 % 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 Semi Deviation of 0.6241, risk adjusted performance of 0.1654, and Coefficient Of Variation of 468.78 to confirm if the risk estimate we provide is consistent with the expected return of 0.19%. The entity has a beta of 1.15, which indicates a somewhat significant risk relative to the market. 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
0.45
Average predictability
Schwab Fundamental Small has average predictability. Overlapping area represents the amount of predictability between Schwab Fundamental time series from 25th of November 2025 to 9th of January 2026 and 9th of January 2026 to 23rd 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 0.45 indicates that just about 45.0% of current Schwab Fundamental price fluctuation can be explain by its past prices.
Correlation Coefficient
0.45
Spearman Rank Test
0.41
Residual Average
0.0
Price Variance
0.11
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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 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.