Schwab Small Cap Index Fund Market Value
| SWSSX Fund | USD 42.37 0.42 1.00% |
| 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.
| 11/05/2025 |
| 02/03/2026 |
If you would invest 0.00 in Schwab Small-cap on November 5, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Small Cap Index or generate 0.0% return on investment in Schwab Small-cap over 90 days. Schwab Small-cap is related to or competes with Oakmark Select, Emerging Markets, Amg Yacktman, Diamond Hill, Mfs Growth, T Rowe, and Gabelli Equity. The fund normally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is cons... 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 Index upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.18 | |||
| Information Ratio | 0.0296 | |||
| Maximum Drawdown | 4.65 | |||
| Value At Risk | (1.85) | |||
| Potential Upside | 1.92 |
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 | 0.0611 | |||
| Jensen Alpha | 0.0263 | |||
| Total Risk Alpha | 0.0083 | |||
| Sortino Ratio | 0.0285 | |||
| Treynor Ratio | 0.0684 |
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 3, 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 | 0.0611 | |||
| Market Risk Adjusted Performance | 0.0784 | |||
| Mean Deviation | 0.9093 | |||
| Semi Deviation | 1.06 | |||
| Downside Deviation | 1.18 | |||
| Coefficient Of Variation | 1275.0 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.3 | |||
| Information Ratio | 0.0296 | |||
| Jensen Alpha | 0.0263 | |||
| Total Risk Alpha | 0.0083 | |||
| Sortino Ratio | 0.0285 | |||
| Treynor Ratio | 0.0684 | |||
| Maximum Drawdown | 4.65 | |||
| Value At Risk | (1.85) | |||
| Potential Upside | 1.92 | |||
| Downside Variance | 1.4 | |||
| Semi Variance | 1.13 | |||
| Expected Short fall | (0.95) | |||
| Skewness | (0.13) | |||
| Kurtosis | (0.20) |
Schwab Small Cap Backtested Returns
At this stage we consider Schwab Mutual Fund to be not too volatile. Schwab Small Cap 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-eight technical indicators for Schwab Small Cap Index, which you can use to evaluate the volatility of the fund. Please validate Schwab Small-cap's Semi Deviation of 1.06, coefficient of variation of 1275.0, and Risk Adjusted Performance of 0.0611 to confirm if the risk estimate we provide is consistent with the expected return of 0.13%. The entity has a beta of 1.16, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Schwab Small-cap will likely underperform.
Auto-correlation | 0.59 |
Modest predictability
Schwab Small Cap Index has modest predictability. Overlapping area represents the amount of predictability between Schwab Small-cap time series from 5th of November 2025 to 20th of December 2025 and 20th of December 2025 to 3rd 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 0.59 indicates that roughly 59.0% of current Schwab Small-cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.59 | |
| Spearman Rank Test | 0.6 | |
| Residual Average | 0.0 | |
| Price Variance | 1.09 |
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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