Schwab Markettrack Servative Fund Market Value
| SWCGX Fund | USD 16.06 0.04 0.25% |
| Symbol | Schwab |
Schwab Markettrack '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 Markettrack'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 Markettrack.
| 11/19/2025 |
| 02/17/2026 |
If you would invest 0.00 in Schwab Markettrack on November 19, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Markettrack Servative or generate 0.0% return on investment in Schwab Markettrack over 90 days. Schwab Markettrack is related to or competes with Huber Capital, Blackrock, Adams Diversified, T Rowe, Massmutual Premier, Fidelity Advisor, and Sentinel Small. To pursue its goal, the fund maintains a defined asset allocation More
Schwab Markettrack 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 Markettrack'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 Markettrack Servative upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.3477 | |||
| Information Ratio | 0.0776 | |||
| Maximum Drawdown | 3.29 | |||
| Value At Risk | (0.53) | |||
| Potential Upside | 0.6784 |
Schwab Markettrack Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Markettrack's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Markettrack's standard deviation. In reality, there are many statistical measures that can use Schwab Markettrack historical prices to predict the future Schwab Markettrack's volatility.| Risk Adjusted Performance | 0.1781 | |||
| Jensen Alpha | 0.0782 | |||
| Total Risk Alpha | 0.0615 | |||
| Sortino Ratio | 0.1024 | |||
| Treynor Ratio | 0.3302 |
Schwab Markettrack February 17, 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 | 0.1781 | |||
| Market Risk Adjusted Performance | 0.3402 | |||
| Mean Deviation | 0.2973 | |||
| Downside Deviation | 0.3477 | |||
| Coefficient Of Variation | 434.67 | |||
| Standard Deviation | 0.4588 | |||
| Variance | 0.2105 | |||
| Information Ratio | 0.0776 | |||
| Jensen Alpha | 0.0782 | |||
| Total Risk Alpha | 0.0615 | |||
| Sortino Ratio | 0.1024 | |||
| Treynor Ratio | 0.3302 | |||
| Maximum Drawdown | 3.29 | |||
| Value At Risk | (0.53) | |||
| Potential Upside | 0.6784 | |||
| Downside Variance | 0.1209 | |||
| Semi Variance | (0.02) | |||
| Expected Short fall | (0.37) | |||
| Skewness | 2.01 | |||
| Kurtosis | 9.44 |
Schwab Markettrack Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Markettrack owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.29, which indicates the fund had a 0.29 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Schwab Markettrack Servative, which you can use to evaluate the volatility of the fund. Please validate Schwab Markettrack's Standard Deviation of 0.4588, downside deviation of 0.3477, and Risk Adjusted Performance of 0.1781 to confirm if the risk estimate we provide is consistent with the expected return of 0.14%. The entity has a beta of 0.29, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Markettrack's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Markettrack is expected to be smaller as well.
Auto-correlation | 0.75 |
Good predictability
Schwab Markettrack Servative has good predictability. Overlapping area represents the amount of predictability between Schwab Markettrack time series from 19th of November 2025 to 3rd of January 2026 and 3rd of January 2026 to 17th 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 Markettrack price movement. The serial correlation of 0.75 indicates that around 75.0% of current Schwab Markettrack price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.75 | |
| Spearman Rank Test | 0.67 | |
| 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 Markettrack 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 Markettrack security.
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