Schwab Treasury Inflation Fund Market Value
| SWRSX Fund | USD 10.45 0.02 0.19% |
| Symbol | Schwab |
Schwab Treasury '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 Treasury'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 Treasury.
| 12/05/2025 |
| 03/05/2026 |
If you would invest 0.00 in Schwab Treasury on December 5, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Treasury Inflation or generate 0.0% return on investment in Schwab Treasury over 90 days. Schwab Treasury is related to or competes with Laudus Us, Schwab Target, Schwab California, Schwab Markettrack, Schwab Core, Schwab Us, and Schwab Global. The index includes all publicly-issued TIPS that have at least one year remaining to maturity, are rated investment grad... More
Schwab Treasury 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 Treasury'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 Treasury Inflation upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1702 | |||
| Information Ratio | (0.23) | |||
| Maximum Drawdown | 0.5814 | |||
| Value At Risk | (0.19) | |||
| Potential Upside | 0.2899 |
Schwab Treasury Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Treasury's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Treasury's standard deviation. In reality, there are many statistical measures that can use Schwab Treasury historical prices to predict the future Schwab Treasury's volatility.| Risk Adjusted Performance | (0) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.22) | |||
| Treynor Ratio | (1.00) |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Treasury'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 Treasury March 5, 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) | |||
| Market Risk Adjusted Performance | (0.99) | |||
| Mean Deviation | 0.1314 | |||
| Semi Deviation | 0.1071 | |||
| Downside Deviation | 0.1702 | |||
| Coefficient Of Variation | 2186.18 | |||
| Standard Deviation | 0.1617 | |||
| Variance | 0.0261 | |||
| Information Ratio | (0.23) | |||
| Jensen Alpha | (0) | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.22) | |||
| Treynor Ratio | (1.00) | |||
| Maximum Drawdown | 0.5814 | |||
| Value At Risk | (0.19) | |||
| Potential Upside | 0.2899 | |||
| Downside Variance | 0.029 | |||
| Semi Variance | 0.0115 | |||
| Expected Short fall | (0.17) | |||
| Skewness | 0.2833 | |||
| Kurtosis | (0.51) |
Schwab Treasury Inflation Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Treasury Inflation owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.11, which indicates the fund had a 0.11 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Treasury Inflation, which you can use to evaluate the volatility of the fund. Please validate Schwab Treasury's Semi Deviation of 0.1071, insignificant risk adjusted performance, and Coefficient Of Variation of 2186.18 to confirm if the risk estimate we provide is consistent with the expected return of 0.0175%. The entity has a beta of 0.0026, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Treasury's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Treasury is expected to be smaller as well.
Auto-correlation | 0.44 |
Average predictability
Schwab Treasury Inflation has average predictability. Overlapping area represents the amount of predictability between Schwab Treasury time series from 5th of December 2025 to 19th of January 2026 and 19th of January 2026 to 5th 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 Treasury Inflation price movement. The serial correlation of 0.44 indicates that just about 44.0% of current Schwab Treasury price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.44 | |
| Spearman Rank Test | 0.47 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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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 Treasury 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 Treasury security.
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