Schwab Large Cap Growth Fund Market Value
| SWLSX Fund | USD 42.52 0.20 0.47% |
| Symbol | Schwab |
Schwab Large-cap '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 Large-cap'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 Large-cap.
| 10/31/2025 |
| 01/29/2026 |
If you would invest 0.00 in Schwab Large-cap on October 31, 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 Large-cap over 90 days. Schwab Large-cap is related to or competes with Columbia Global, Columbia Global, Great-west, Cm Modity, Pimco Stocksplus, Touchstone Mid, and New Enant. To pursue its investment objective, the fund invests primarily in U.S More
Schwab Large-cap 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 Large-cap'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 Large Cap Growth upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.23 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 4.88 | |||
| Value At Risk | (1.97) | |||
| Potential Upside | 1.45 |
Schwab Large-cap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Large-cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Large-cap's standard deviation. In reality, there are many statistical measures that can use Schwab Large-cap historical prices to predict the future Schwab Large-cap's volatility.| Risk Adjusted Performance | 0.0261 | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0284 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Large-cap'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 Large-cap January 29, 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 | 0.0261 | |||
| Market Risk Adjusted Performance | 0.0384 | |||
| Mean Deviation | 0.7522 | |||
| Semi Deviation | 1.15 | |||
| Downside Deviation | 1.23 | |||
| Coefficient Of Variation | 3153.61 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.07) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0284 | |||
| Maximum Drawdown | 4.88 | |||
| Value At Risk | (1.97) | |||
| Potential Upside | 1.45 | |||
| Downside Variance | 1.52 | |||
| Semi Variance | 1.32 | |||
| Expected Short fall | (0.70) | |||
| Skewness | (0.46) | |||
| Kurtosis | 0.5192 |
Schwab Large Cap Backtested Returns
Schwab Large Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of -0.0103, which indicates the fund had a -0.0103 % return per unit of risk over the last 3 months. Schwab Large Cap Growth exposes twenty-seven different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please validate Schwab Large-cap's Risk Adjusted Performance of 0.0261, coefficient of variation of 3153.61, and Semi Deviation of 1.15 to confirm the risk estimate we provide. The entity has a beta of 0.79, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Large-cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Large-cap 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 Large-cap time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th 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 Large Cap price movement. The serial correlation of -0.35 indicates that nearly 35.0% of current Schwab Large-cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.35 | |
| Spearman Rank Test | 0.29 | |
| Residual Average | 0.0 | |
| Price Variance | 0.24 |
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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 Large-cap 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 Large-cap security.
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