Schwab Monthly Income Fund Market Value
| SWLRX Fund | USD 9.79 0.03 0.31% |
| Symbol | Schwab |
Schwab Monthly '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 Monthly'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 Monthly.
| 11/02/2025 |
| 01/31/2026 |
If you would invest 0.00 in Schwab Monthly on November 2, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Monthly Income or generate 0.0% return on investment in Schwab Monthly over 90 days. Schwab Monthly is related to or competes with Transamerica Financial, Icon Financial, Davis Financial, and Putnam Global. The fund invests primarily in a combination of Schwab Funds and Schwab ETFs in accordance with its target asset allocati... More
Schwab Monthly 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 Monthly'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 Monthly Income upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2704 | |||
| Information Ratio | (0.05) | |||
| Maximum Drawdown | 1.15 | |||
| Value At Risk | (0.31) | |||
| Potential Upside | 0.5241 |
Schwab Monthly Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Monthly's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Monthly's standard deviation. In reality, there are many statistical measures that can use Schwab Monthly historical prices to predict the future Schwab Monthly's volatility.| Risk Adjusted Performance | 0.1167 | |||
| Jensen Alpha | 0.0265 | |||
| Total Risk Alpha | 0.0194 | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.1763 |
Schwab Monthly 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 | 0.1167 | |||
| Market Risk Adjusted Performance | 0.1863 | |||
| Mean Deviation | 0.2015 | |||
| Downside Deviation | 0.2704 | |||
| Coefficient Of Variation | 536.88 | |||
| Standard Deviation | 0.2541 | |||
| Variance | 0.0646 | |||
| Information Ratio | (0.05) | |||
| Jensen Alpha | 0.0265 | |||
| Total Risk Alpha | 0.0194 | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | 0.1763 | |||
| Maximum Drawdown | 1.15 | |||
| Value At Risk | (0.31) | |||
| Potential Upside | 0.5241 | |||
| Downside Variance | 0.0731 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.28) | |||
| Skewness | 0.1181 | |||
| Kurtosis | (0.14) |
Schwab Monthly Income Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Monthly Income owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.24, which indicates the fund had a 0.24 % return per unit of risk over the last 3 months. We have found twenty-six technical indicators for Schwab Monthly Income, which you can use to evaluate the volatility of the fund. Please validate Schwab Monthly's Risk Adjusted Performance of 0.1167, downside deviation of 0.2704, and Standard Deviation of 0.2541 to confirm if the risk estimate we provide is consistent with the expected return of 0.06%. The entity has a beta of 0.21, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Monthly's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Monthly is expected to be smaller as well.
Auto-correlation | 0.80 |
Very good predictability
Schwab Monthly Income has very good predictability. Overlapping area represents the amount of predictability between Schwab Monthly 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 Monthly Income price movement. The serial correlation of 0.8 indicates that around 80.0% of current Schwab Monthly price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.8 | |
| Spearman Rank Test | 0.77 | |
| 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 Monthly 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 Monthly security.
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