Schwab California Tax Free Fund Market Value
| SWCAX Fund | USD 11.23 0.02 0.18% |
| Symbol | Schwab |
Schwab California '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 California'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 California.
| 11/18/2025 |
| 02/16/2026 |
If you would invest 0.00 in Schwab California on November 18, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab California Tax Free or generate 0.0% return on investment in Schwab California over 90 days. Schwab California is related to or competes with Laudus Us, Schwab Target, Schwab Markettrack, Schwab Core, Schwab Us, and Schwab Global. To pursue its goal, the fund primarily invests in investment-grade municipal securities - those in the four highest cred... More
Schwab California 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 California'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 California Tax Free upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.156 | |||
| Information Ratio | (0.46) | |||
| Maximum Drawdown | 0.5413 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.1802 |
Schwab California Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab California's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab California's standard deviation. In reality, there are many statistical measures that can use Schwab California historical prices to predict the future Schwab California's volatility.| Risk Adjusted Performance | 0.1591 | |||
| Jensen Alpha | 0.0175 | |||
| Total Risk Alpha | 0.0103 | |||
| Sortino Ratio | (0.27) | |||
| Treynor Ratio | (4.43) |
Schwab California February 16, 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 | 0.1591 | |||
| Market Risk Adjusted Performance | (4.42) | |||
| Mean Deviation | 0.0645 | |||
| Downside Deviation | 0.156 | |||
| Coefficient Of Variation | 342.66 | |||
| Standard Deviation | 0.0935 | |||
| Variance | 0.0087 | |||
| Information Ratio | (0.46) | |||
| Jensen Alpha | 0.0175 | |||
| Total Risk Alpha | 0.0103 | |||
| Sortino Ratio | (0.27) | |||
| Treynor Ratio | (4.43) | |||
| Maximum Drawdown | 0.5413 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.1802 | |||
| Downside Variance | 0.0243 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.13) | |||
| Skewness | 0.6381 | |||
| Kurtosis | 3.76 |
Schwab California Tax Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab California Tax owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.31, which indicates the fund had a 0.31 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Schwab California Tax Free, which you can use to evaluate the volatility of the fund. Please validate Schwab California's Risk Adjusted Performance of 0.1591, standard deviation of 0.0935, and Downside Deviation of 0.156 to confirm if the risk estimate we provide is consistent with the expected return of 0.0295%. The entity has a beta of -0.0039, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Schwab California are expected to decrease at a much lower rate. During the bear market, Schwab California is likely to outperform the market.
Auto-correlation | 0.61 |
Good predictability
Schwab California Tax Free has good predictability. Overlapping area represents the amount of predictability between Schwab California time series from 18th of November 2025 to 2nd of January 2026 and 2nd of January 2026 to 16th 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 California Tax price movement. The serial correlation of 0.61 indicates that roughly 61.0% of current Schwab California price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.61 | |
| Spearman Rank Test | 0.62 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 California 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 California security.
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