Schwab Short Term Bond Fund Market Value
| SWSBX Fund | USD 9.72 0.01 0.10% |
| Symbol | Schwab |
Schwab Short-term '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 Short-term'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 Short-term.
| 11/29/2025 |
| 02/27/2026 |
If you would invest 0.00 in Schwab Short-term on November 29, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Short Term Bond or generate 0.0% return on investment in Schwab Short-term over 90 days. Schwab Short-term is related to or competes with Barings Active, Ab Impact, Legg Mason, Multisector Bond, T Rowe, and Bbh Intermediate. The index is a broad-based benchmark measuring the performance of U.S More
Schwab Short-term 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 Short-term'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 Short Term Bond upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.1156 | |||
| Information Ratio | (0.94) | |||
| Maximum Drawdown | 0.6205 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.2079 |
Schwab Short-term Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Short-term's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Short-term's standard deviation. In reality, there are many statistical measures that can use Schwab Short-term historical prices to predict the future Schwab Short-term's volatility.| Risk Adjusted Performance | 0.0713 | |||
| Jensen Alpha | 0.0099 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.89) | |||
| Treynor Ratio | (0.97) |
Schwab Short-term February 27, 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 | 0.0713 | |||
| Market Risk Adjusted Performance | (0.96) | |||
| Mean Deviation | 0.0822 | |||
| Downside Deviation | 0.1156 | |||
| Coefficient Of Variation | 584.51 | |||
| Standard Deviation | 0.1104 | |||
| Variance | 0.0122 | |||
| Information Ratio | (0.94) | |||
| Jensen Alpha | 0.0099 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | (0.89) | |||
| Treynor Ratio | (0.97) | |||
| Maximum Drawdown | 0.6205 | |||
| Value At Risk | (0.10) | |||
| Potential Upside | 0.2079 | |||
| Downside Variance | 0.0134 | |||
| Semi Variance | (0.01) | |||
| Expected Short fall | (0.15) | |||
| Skewness | 0.9657 | |||
| Kurtosis | 1.83 |
Schwab Short Term Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Short Term owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.12, which indicates the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Short Term Bond, which you can use to evaluate the volatility of the fund. Please validate Schwab Short-term's Standard Deviation of 0.1104, risk adjusted performance of 0.0713, and Downside Deviation of 0.1156 to confirm if the risk estimate we provide is consistent with the expected return of 0.0136%. The entity has a beta of -0.0092, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Schwab Short-term are expected to decrease at a much lower rate. During the bear market, Schwab Short-term is likely to outperform the market.
Auto-correlation | 0.77 |
Good predictability
Schwab Short Term Bond has good predictability. Overlapping area represents the amount of predictability between Schwab Short-term time series from 29th of November 2025 to 13th of January 2026 and 13th of January 2026 to 27th 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 Short Term price movement. The serial correlation of 0.77 indicates that around 77.0% of current Schwab Short-term price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.77 | |
| Spearman Rank Test | 0.7 | |
| 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 Short-term 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 Short-term security.
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