Schwab Sp 500 Fund Market Value
| SWPPX Fund | USD 17.83 0.15 0.85% |
| Symbol | Schwab |
Schwab Sp '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 Sp'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 Sp.
| 11/28/2025 |
| 02/26/2026 |
If you would invest 0.00 in Schwab Sp on November 28, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Sp 500 or generate 0.0% return on investment in Schwab Sp over 90 days. Schwab Sp is related to or competes with Europacific Growth, Europacific Growth, Europacific Growth, Europacific Growth, Capital World, T Rowe, and Capital Income. The fund generally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is con... More
Schwab Sp 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 Sp'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 Sp 500 upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9241 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.73 | |||
| Value At Risk | (1.53) | |||
| Potential Upside | 1.15 |
Schwab Sp Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Sp's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Sp's standard deviation. In reality, there are many statistical measures that can use Schwab Sp historical prices to predict the future Schwab Sp's volatility.| Risk Adjusted Performance | 0.0754 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0798 |
Schwab Sp February 26, 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 | 0.0754 | |||
| Market Risk Adjusted Performance | 0.0898 | |||
| Mean Deviation | 0.5792 | |||
| Semi Deviation | 0.7776 | |||
| Downside Deviation | 0.9241 | |||
| Coefficient Of Variation | 1022.69 | |||
| Standard Deviation | 0.7787 | |||
| Variance | 0.6063 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) | |||
| Treynor Ratio | 0.0798 | |||
| Maximum Drawdown | 3.73 | |||
| Value At Risk | (1.53) | |||
| Potential Upside | 1.15 | |||
| Downside Variance | 0.8539 | |||
| Semi Variance | 0.6046 | |||
| Expected Short fall | (0.59) | |||
| Skewness | (0.65) | |||
| Kurtosis | 1.08 |
Schwab Sp 500 Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Sp 500 owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0419, which indicates the fund had a 0.0419 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Schwab Sp 500, which you can use to evaluate the volatility of the fund. Please validate Schwab Sp's Semi Deviation of 0.7776, coefficient of variation of 1022.69, and Risk Adjusted Performance of 0.0754 to confirm if the risk estimate we provide is consistent with the expected return of 0.031%. The entity has a beta of 0.83, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Sp's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Sp is expected to be smaller as well.
Auto-correlation | -0.35 |
Poor reverse predictability
Schwab Sp 500 has poor reverse predictability. Overlapping area represents the amount of predictability between Schwab Sp time series from 28th of November 2025 to 12th of January 2026 and 12th of January 2026 to 26th 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 Sp 500 price movement. The serial correlation of -0.35 indicates that nearly 35.0% of current Schwab Sp price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.35 | |
| Spearman Rank Test | -0.46 | |
| Residual Average | 0.0 | |
| Price Variance | 0.02 |
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 Sp 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 Sp security.
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