Schwab Global Real Fund Market Value
| SWASX Fund | USD 7.03 0.02 0.28% |
| Symbol | Schwab |
Schwab Global '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 Global'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 Global.
| 11/02/2025 |
| 01/31/2026 |
If you would invest 0.00 in Schwab Global on November 2, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Global Real or generate 0.0% return on investment in Schwab Global over 90 days. Schwab Global is related to or competes with Ashmore Emerging, Investec Emerging, Vy Jpmorgan, Balanced Strategy, Growth Strategy, and Eagle Mlp. The fund invests at least 80 percent of its net assets in securities of real estate companies and companies related to t... More
Schwab Global 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 Global'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 Global Real upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.7597 | |||
| Information Ratio | 0.0123 | |||
| Maximum Drawdown | 2.5 | |||
| Value At Risk | (1.03) | |||
| Potential Upside | 1.04 |
Schwab Global Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Global's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Global's standard deviation. In reality, there are many statistical measures that can use Schwab Global historical prices to predict the future Schwab Global's volatility.| Risk Adjusted Performance | 0.0628 | |||
| Jensen Alpha | 0.0302 | |||
| Total Risk Alpha | 0.0142 | |||
| Sortino Ratio | 0.0094 | |||
| Treynor Ratio | 0.1236 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Global'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 Global January 31, 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 | 0.0628 | |||
| Market Risk Adjusted Performance | 0.1336 | |||
| Mean Deviation | 0.407 | |||
| Semi Deviation | 0.5304 | |||
| Downside Deviation | 0.7597 | |||
| Coefficient Of Variation | 1106.85 | |||
| Standard Deviation | 0.5761 | |||
| Variance | 0.3319 | |||
| Information Ratio | 0.0123 | |||
| Jensen Alpha | 0.0302 | |||
| Total Risk Alpha | 0.0142 | |||
| Sortino Ratio | 0.0094 | |||
| Treynor Ratio | 0.1236 | |||
| Maximum Drawdown | 2.5 | |||
| Value At Risk | (1.03) | |||
| Potential Upside | 1.04 | |||
| Downside Variance | 0.5771 | |||
| Semi Variance | 0.2814 | |||
| Expected Short fall | (0.45) | |||
| Skewness | (0.26) | |||
| Kurtosis | 1.04 |
Schwab Global Real Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Global Real owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.19, which indicates the fund had a 0.19 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Global Real, which you can use to evaluate the volatility of the fund. Please validate Schwab Global's Coefficient Of Variation of 1106.85, risk adjusted performance of 0.0628, and Semi Deviation of 0.5304 to confirm if the risk estimate we provide is consistent with the expected return of 0.0983%. The entity has a beta of 0.34, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Global's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Global is expected to be smaller as well.
Auto-correlation | 0.35 |
Below average predictability
Schwab Global Real has below average predictability. Overlapping area represents the amount of predictability between Schwab Global time series from 2nd of November 2025 to 17th of December 2025 and 17th of December 2025 to 31st 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 Global Real price movement. The serial correlation of 0.35 indicates that nearly 35.0% of current Schwab Global price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.35 | |
| Spearman Rank Test | 0.29 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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 Global 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 Global security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
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