Schwab Large Cap Growth Fund Market Value
| SWLGX Fund | USD 16.70 0.05 0.30% |
| Symbol | Schwab |
Schwab Us '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 Us' 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 Us.
| 11/22/2025 |
| 02/20/2026 |
If you would invest 0.00 in Schwab Us on November 22, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Large Cap Growth or generate 0.0% return on investment in Schwab Us over 90 days. Schwab Us is related to or competes with Transamerica International, Victory Trivalent, American Beacon, Schwab Us, Growth Portfolio, Emerging Markets, and Baron Emerging. To pursue its goal, the fund generally invests in stocks that are included in the Russell 1000 Growth Index More
Schwab Us 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 Us' 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 Large Cap Growth upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.13) | |||
| Maximum Drawdown | 4.77 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.33 |
Schwab Us Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Us' investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Us' standard deviation. In reality, there are many statistical measures that can use Schwab Us historical prices to predict the future Schwab Us' volatility.| Risk Adjusted Performance | (0.04) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.13) | |||
| Treynor Ratio | (0.09) |
Schwab Us February 20, 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 | (0.04) | |||
| Market Risk Adjusted Performance | (0.08) | |||
| Mean Deviation | 0.6993 | |||
| Coefficient Of Variation | (1,672) | |||
| Standard Deviation | 0.938 | |||
| Variance | 0.8798 | |||
| Information Ratio | (0.13) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.13) | |||
| Treynor Ratio | (0.09) | |||
| Maximum Drawdown | 4.77 | |||
| Value At Risk | (1.84) | |||
| Potential Upside | 1.33 | |||
| Skewness | (0.32) | |||
| Kurtosis | 0.7688 |
Schwab Large Cap Backtested Returns
Schwab Large Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0639, which indicates the fund had a -0.0639 % return per unit of risk over the last 3 months. Schwab Large Cap Growth exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Schwab Us' Variance of 0.8798, risk adjusted performance of (0.04), and Coefficient Of Variation of (1,672) to confirm the risk estimate we provide. The entity has a beta of 0.76, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Us' returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Us is expected to be smaller as well.
Auto-correlation | -0.35 |
Poor reverse predictability
Schwab Large Cap Growth has poor reverse predictability. Overlapping area represents the amount of predictability between Schwab Us time series from 22nd of November 2025 to 6th of January 2026 and 6th of January 2026 to 20th 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 Large Cap price movement. The serial correlation of -0.35 indicates that nearly 35.0% of current Schwab Us price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.35 | |
| Spearman Rank Test | -0.03 | |
| Residual Average | 0.0 | |
| Price Variance | 0.12 |
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 Us 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 Us security.
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