Schwab Total Stock Fund Market Value
| SWTSX Fund | USD 16.64 0.02 0.12% |
| Symbol | Schwab |
Schwab Total '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 Total'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 Total.
| 10/28/2025 |
| 01/26/2026 |
If you would invest 0.00 in Schwab Total on October 28, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Total Stock or generate 0.0% return on investment in Schwab Total over 90 days. Schwab Total is related to or competes with T Rowe, Midcap Fund, American Funds, Emerging Markets, Franklin Dynatech, Blackrock High, and Strategic Advisers. The fund generally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is con... More
Schwab Total 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 Total'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 Total Stock upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.9443 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 3.79 | |||
| Value At Risk | (1.64) | |||
| Potential Upside | 1.23 |
Schwab Total Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Total's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Total's standard deviation. In reality, there are many statistical measures that can use Schwab Total historical prices to predict the future Schwab Total's volatility.| Risk Adjusted Performance | 0.0458 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0443 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Total'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 Total January 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 | 0.0458 | |||
| Market Risk Adjusted Performance | 0.0543 | |||
| Mean Deviation | 0.6013 | |||
| Semi Deviation | 0.865 | |||
| Downside Deviation | 0.9443 | |||
| Coefficient Of Variation | 1632.11 | |||
| Standard Deviation | 0.8071 | |||
| Variance | 0.6515 | |||
| Information Ratio | (0.04) | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.04) | |||
| Sortino Ratio | (0.03) | |||
| Treynor Ratio | 0.0443 | |||
| Maximum Drawdown | 3.79 | |||
| Value At Risk | (1.64) | |||
| Potential Upside | 1.23 | |||
| Downside Variance | 0.8916 | |||
| Semi Variance | 0.7482 | |||
| Expected Short fall | (0.60) | |||
| Skewness | (0.67) | |||
| Kurtosis | 0.6035 |
Schwab Total Stock Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Total Stock owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0235, which indicates the fund had a 0.0235 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Total Stock, which you can use to evaluate the volatility of the fund. Please validate Schwab Total's Coefficient Of Variation of 1632.11, semi deviation of 0.865, and Risk Adjusted Performance of 0.0458 to confirm if the risk estimate we provide is consistent with the expected return of 0.0191%. The entity has a beta of 0.89, which indicates possible diversification benefits within a given portfolio. Schwab Total returns are very sensitive to returns on the market. As the market goes up or down, Schwab Total is expected to follow.
Auto-correlation | -0.33 |
Poor reverse predictability
Schwab Total Stock has poor reverse predictability. Overlapping area represents the amount of predictability between Schwab Total time series from 28th of October 2025 to 12th of December 2025 and 12th of December 2025 to 26th of January 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 Total Stock price movement. The serial correlation of -0.33 indicates that nearly 33.0% of current Schwab Total price fluctuation can be explain by its past prices.
| Correlation Coefficient | -0.33 | |
| Spearman Rank Test | 0.06 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
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 Total 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 Total security.
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