Schwab Dividend Equity Fund Market Value
| SWDSX Fund | USD 18.41 0.17 0.93% |
| Symbol | Schwab |
Schwab Dividend '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 Dividend'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 Dividend.
| 10/24/2025 |
| 01/22/2026 |
If you would invest 0.00 in Schwab Dividend on October 24, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Dividend Equity or generate 0.0% return on investment in Schwab Dividend over 90 days. Schwab Dividend is related to or competes with Pnc Balanced, T Rowe, Guidemark Large, T Rowe, Tfa Alphagen, Aquila Three, and Semiconductor Ultrasector. Under normal circumstances, the fund invests at least 80 percent of its net assets in dividend paying common and preferr... More
Schwab Dividend 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 Dividend'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 Dividend Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.5946 | |||
| Information Ratio | 0.0026 | |||
| Maximum Drawdown | 2.67 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 0.9872 |
Schwab Dividend Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Dividend's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Dividend's standard deviation. In reality, there are many statistical measures that can use Schwab Dividend historical prices to predict the future Schwab Dividend's volatility.| Risk Adjusted Performance | 0.1312 | |||
| Jensen Alpha | 0.042 | |||
| Total Risk Alpha | 0.0214 | |||
| Sortino Ratio | 0.0026 | |||
| Treynor Ratio | 0.1679 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Dividend'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 Dividend January 22, 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 | 0.1312 | |||
| Market Risk Adjusted Performance | 0.1779 | |||
| Mean Deviation | 0.4646 | |||
| Semi Deviation | 0.4284 | |||
| Downside Deviation | 0.5946 | |||
| Coefficient Of Variation | 551.57 | |||
| Standard Deviation | 0.5823 | |||
| Variance | 0.339 | |||
| Information Ratio | 0.0026 | |||
| Jensen Alpha | 0.042 | |||
| Total Risk Alpha | 0.0214 | |||
| Sortino Ratio | 0.0026 | |||
| Treynor Ratio | 0.1679 | |||
| Maximum Drawdown | 2.67 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 0.9872 | |||
| Downside Variance | 0.3536 | |||
| Semi Variance | 0.1835 | |||
| Expected Short fall | (0.55) | |||
| Skewness | (0.41) | |||
| Kurtosis | 0.0317 |
Schwab Dividend Equity Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Dividend Equity owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.18, which indicates the fund had a 0.18 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Schwab Dividend Equity, which you can use to evaluate the volatility of the fund. Please validate Schwab Dividend's Risk Adjusted Performance of 0.1312, semi deviation of 0.4284, and Coefficient Of Variation of 551.57 to confirm if the risk estimate we provide is consistent with the expected return of 0.11%. The entity has a beta of 0.57, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Dividend's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Dividend is expected to be smaller as well.
Auto-correlation | 0.66 |
Good predictability
Schwab Dividend Equity has good predictability. Overlapping area represents the amount of predictability between Schwab Dividend time series from 24th of October 2025 to 8th of December 2025 and 8th of December 2025 to 22nd 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 Dividend Equity price movement. The serial correlation of 0.66 indicates that around 66.0% of current Schwab Dividend price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.66 | |
| Spearman Rank Test | 0.65 | |
| Residual Average | 0.0 | |
| Price Variance | 0.07 |
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 Dividend 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 Dividend security.
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