Schwab Small Cap Equity Fund Market Value
| SWSCX Fund | USD 22.10 0.72 3.37% |
| Symbol | Schwab |
Schwab Small-cap '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 Small-cap'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 Small-cap.
| 11/08/2025 |
| 02/06/2026 |
If you would invest 0.00 in Schwab Small-cap on November 8, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Small Cap Equity or generate 0.0% return on investment in Schwab Small-cap over 90 days. Schwab Small-cap is related to or competes with T Rowe, Transamerica Emerging, Artisan Emerging, Ab Bond, Commodities Strategy, Angel Oak, and Black Oak. The fund invests at least 80 percent of its net assets in small-cap equity securities More
Schwab Small-cap 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 Small-cap'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 Small Cap Equity upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.2 | |||
| Information Ratio | 0.1318 | |||
| Maximum Drawdown | 10.31 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 2.08 |
Schwab Small-cap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Small-cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Small-cap's standard deviation. In reality, there are many statistical measures that can use Schwab Small-cap historical prices to predict the future Schwab Small-cap's volatility.| Risk Adjusted Performance | 0.1266 | |||
| Jensen Alpha | 0.1994 | |||
| Total Risk Alpha | 0.1633 | |||
| Sortino Ratio | 0.1661 | |||
| Treynor Ratio | 0.2397 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Small-cap'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 Small-cap February 6, 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 | 0.1266 | |||
| Market Risk Adjusted Performance | 0.2497 | |||
| Mean Deviation | 0.9806 | |||
| Semi Deviation | 0.8554 | |||
| Downside Deviation | 1.2 | |||
| Coefficient Of Variation | 618.21 | |||
| Standard Deviation | 1.51 | |||
| Variance | 2.27 | |||
| Information Ratio | 0.1318 | |||
| Jensen Alpha | 0.1994 | |||
| Total Risk Alpha | 0.1633 | |||
| Sortino Ratio | 0.1661 | |||
| Treynor Ratio | 0.2397 | |||
| Maximum Drawdown | 10.31 | |||
| Value At Risk | (1.81) | |||
| Potential Upside | 2.08 | |||
| Downside Variance | 1.43 | |||
| Semi Variance | 0.7318 | |||
| Expected Short fall | (1.12) | |||
| Skewness | 2.38 | |||
| Kurtosis | 12.4 |
Schwab Small Cap Backtested Returns
Schwab Small-cap appears to be very steady, given 3 months investment horizon. Schwab Small Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.17, which indicates the fund had a 0.17 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Small Cap Equity, which you can use to evaluate the volatility of the fund. Please review Schwab Small-cap's Semi Deviation of 0.8554, coefficient of variation of 618.21, and Risk Adjusted Performance of 0.1266 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 0.97, which indicates possible diversification benefits within a given portfolio. Schwab Small-cap returns are very sensitive to returns on the market. As the market goes up or down, Schwab Small-cap is expected to follow.
Auto-correlation | 0.65 |
Good predictability
Schwab Small Cap Equity has good predictability. Overlapping area represents the amount of predictability between Schwab Small-cap time series from 8th of November 2025 to 23rd of December 2025 and 23rd of December 2025 to 6th 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 Small Cap price movement. The serial correlation of 0.65 indicates that roughly 65.0% of current Schwab Small-cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.65 | |
| Spearman Rank Test | 0.77 | |
| Residual Average | 0.0 | |
| Price Variance | 0.17 |
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 Small-cap 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 Small-cap security.
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