Schwab Balanced Fund Market Value
| SWOBX Fund | USD 18.03 0.03 0.17% |
| Symbol | Schwab |
Schwab Balanced '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 Balanced'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 Balanced.
| 11/20/2025 |
| 02/18/2026 |
If you would invest 0.00 in Schwab Balanced on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Balanced Fund or generate 0.0% return on investment in Schwab Balanced over 90 days. Schwab Balanced is related to or competes with Congress Mid, Ultranasdaq-100 Profund, Doubleline Yield, Red Oak, The Brown, Columbia Seligman, and Invesco Energy. The fund generally invests in a diversified group of other affiliated Schwab funds in accordance with its target portfol... More
Schwab Balanced 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 Balanced'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 Balanced Fund upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.6023 | |||
| Information Ratio | 0.036 | |||
| Maximum Drawdown | 2.99 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 1.12 |
Schwab Balanced Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Balanced's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Balanced's standard deviation. In reality, there are many statistical measures that can use Schwab Balanced historical prices to predict the future Schwab Balanced's volatility.| Risk Adjusted Performance | 0.09 | |||
| Jensen Alpha | 0.0565 | |||
| Total Risk Alpha | 0.0308 | |||
| Sortino Ratio | 0.0337 | |||
| Treynor Ratio | 5.13 |
Schwab Balanced February 18, 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 | 0.09 | |||
| Market Risk Adjusted Performance | 5.14 | |||
| Mean Deviation | 0.4061 | |||
| Semi Deviation | 0.4205 | |||
| Downside Deviation | 0.6023 | |||
| Coefficient Of Variation | 841.73 | |||
| Standard Deviation | 0.5635 | |||
| Variance | 0.3175 | |||
| Information Ratio | 0.036 | |||
| Jensen Alpha | 0.0565 | |||
| Total Risk Alpha | 0.0308 | |||
| Sortino Ratio | 0.0337 | |||
| Treynor Ratio | 5.13 | |||
| Maximum Drawdown | 2.99 | |||
| Value At Risk | (0.86) | |||
| Potential Upside | 1.12 | |||
| Downside Variance | 0.3628 | |||
| Semi Variance | 0.1768 | |||
| Expected Short fall | (0.46) | |||
| Skewness | 0.1984 | |||
| Kurtosis | 1.0 |
Schwab Balanced Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Balanced owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.23, which indicates the fund had a 0.23 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Schwab Balanced Fund, which you can use to evaluate the volatility of the fund. Please validate Schwab Balanced's Coefficient Of Variation of 841.73, semi deviation of 0.4205, and Risk Adjusted Performance of 0.09 to confirm if the risk estimate we provide is consistent with the expected return of 0.13%. The entity has a beta of 0.0111, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Balanced's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Balanced is expected to be smaller as well.
Auto-correlation | -0.08 |
Very weak reverse predictability
Schwab Balanced Fund has very weak reverse predictability. Overlapping area represents the amount of predictability between Schwab Balanced time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th 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 Balanced price movement. The serial correlation of -0.08 indicates that barely 8.0% of current Schwab Balanced price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.08 | |
| Spearman Rank Test | 0.09 | |
| Residual Average | 0.0 | |
| Price Variance | 0.01 |
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 Balanced 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 Balanced security.
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