Schwab Tax Free Bond Fund Market Value
| SWNTX Fund | USD 11.04 0.05 0.45% |
| Symbol | Schwab |
Schwab Tax-free '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 Tax-free'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 Tax-free.
| 12/03/2025 |
| 03/03/2026 |
If you would invest 0.00 in Schwab Tax-free on December 3, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Tax Free Bond or generate 0.0% return on investment in Schwab Tax-free over 90 days. Schwab Tax-free is related to or competes with Dunham Porategovernment, Us Government, Virtus Seix, Franklin Adjustable, Morgan Stanley, Short-term Government, and Us Government. To pursue its goal, the fund primarily invests in investment-grade municipal securities - those in the four highest cred... More
Schwab Tax-free 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 Tax-free'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 Tax Free Bond upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.48) | |||
| Maximum Drawdown | 0.6409 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.1828 |
Schwab Tax-free Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Tax-free's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Tax-free's standard deviation. In reality, there are many statistical measures that can use Schwab Tax-free historical prices to predict the future Schwab Tax-free's volatility.| Risk Adjusted Performance | 0.1717 | |||
| Jensen Alpha | 0.0216 | |||
| Total Risk Alpha | 0.0122 | |||
| Treynor Ratio | 6.82 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Tax-free'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 Tax-free March 3, 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 | 0.1717 | |||
| Market Risk Adjusted Performance | 6.83 | |||
| Mean Deviation | 0.0699 | |||
| Coefficient Of Variation | 324.19 | |||
| Standard Deviation | 0.1031 | |||
| Variance | 0.0106 | |||
| Information Ratio | (0.48) | |||
| Jensen Alpha | 0.0216 | |||
| Total Risk Alpha | 0.0122 | |||
| Treynor Ratio | 6.82 | |||
| Maximum Drawdown | 0.6409 | |||
| Value At Risk | (0.09) | |||
| Potential Upside | 0.1828 | |||
| Skewness | (0.18) | |||
| Kurtosis | 3.91 |
Schwab Tax Free Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Tax Free owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.33, which indicates the fund had a 0.33 % return per unit of risk over the last 3 months. We have found twenty-one technical indicators for Schwab Tax Free Bond, which you can use to evaluate the volatility of the fund. Please validate Schwab Tax-free's Variance of 0.0106, coefficient of variation of 324.19, and Risk Adjusted Performance of 0.1717 to confirm if the risk estimate we provide is consistent with the expected return of 0.0314%. The entity has a beta of 0.0032, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Tax-free's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Tax-free is expected to be smaller as well.
Auto-correlation | 0.71 |
Good predictability
Schwab Tax Free Bond has good predictability. Overlapping area represents the amount of predictability between Schwab Tax-free time series from 3rd of December 2025 to 17th of January 2026 and 17th of January 2026 to 3rd of March 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 Tax Free price movement. The serial correlation of 0.71 indicates that around 71.0% of current Schwab Tax-free price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.71 | |
| Spearman Rank Test | 0.9 | |
| 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 Tax-free 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 Tax-free security.
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