Schwab Monthly Income Fund Price History
SWKRX Fund | USD 10.44 0.01 0.1% |
Below is the normalized historical share price chart for Schwab Monthly Income extending back to March 28, 2008. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Schwab Monthly stands at 10.44, as last reported on the 27th of November, with the highest price reaching 10.44 and the lowest price hitting 10.44 during the day.
If you're considering investing in Schwab Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Schwab Mutual Fund to be very steady. Schwab Monthly Income owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0018, which indicates the fund had a 0.0018% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Schwab Monthly Income, which you can use to evaluate the volatility of the fund. Please validate Schwab Monthly's Semi Deviation of 0.3239, risk adjusted performance of (0.01), and Coefficient Of Variation of 57705.56 to confirm if the risk estimate we provide is consistent with the expected return of 6.0E-4%.
Schwab Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Schwab |
Sharpe Ratio = 0.0018
Best Portfolio | Best Equity | |||
Good Returns | ||||
Average Returns | ||||
Small Returns | ||||
Cash | Small Risk | Average Risk | High Risk | Huge Risk |
Negative Returns | SWKRX |
Estimated Market Risk
0.36 actual daily | 3 97% of assets are more volatile |
Expected Return
0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schwab Monthly is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schwab Monthly by adding Schwab Monthly to a well-diversified portfolio.
Schwab Monthly Mutual Fund Price History Chart
There are several ways to analyze Schwab Monthly Income Fund price data. The simplest method is using a basic Schwab candlestick price chart, which shows Schwab Monthly price history and the buying and selling dynamics of a specified period. Many traders also use subjective judgment to their trading calls, avoiding the need to trade based on technical analysis.
Highest Price | September 27, 2024 | 10.64 |
Lowest Price | November 1, 2024 | 10.31 |
Schwab Monthly November 27, 2024 Mutual Fund Price Synopsis
Various analyses of Schwab Monthly's daily price changes, such as its Balance Of Power or Price Action, are crucial when deciding whether to buy, hold, or sell Schwab Mutual Fund. It can be used to describe the percentage change in the price of Schwab Monthly from one trading day to the next and could be a valuable metric for traders and investors to gauge the volatility and momentum of Schwab Mutual Fund.Schwab Monthly Price Rate Of Daily Change | 1.00 |
Schwab Monthly November 27, 2024 Mutual Fund Price Analysis
Schwab Mutual Fund Price History Data
The price series of Schwab Monthly for the period between Thu, Aug 29, 2024 and Wed, Nov 27, 2024 has a statistical range of 0.33 with a coefficient of variation of 0.9. The price distribution for the period has arithmetic mean of 10.46. The median price for the last 90 days is 10.45. The company had dividends distributed to its stock-holders on 05/15/2020.Open | High | Low | Close | Volume | ||
11/27/2024 | 10.44 | 10.44 | 10.44 | 10.44 | ||
11/26/2024 | 10.44 | 10.44 | 10.44 | 10.44 | 1.00 | |
11/25/2024 | 10.45 | 10.45 | 10.45 | 10.45 | 1.00 | |
11/22/2024 | 10.34 | 10.34 | 10.34 | 10.34 | 1.00 | |
11/21/2024 | 10.34 | 10.34 | 10.34 | 10.34 | 1.00 | |
11/20/2024 | 10.32 | 10.32 | 10.32 | 10.32 | 1.00 | |
11/19/2024 | 10.33 | 10.33 | 10.33 | 10.33 | 1.00 | |
11/18/2024 | 10.33 | 10.33 | 10.33 | 10.33 | 1.00 | |
11/15/2024 | 10.31 | 10.31 | 10.31 | 10.31 | 1.00 | |
11/14/2024 | 10.31 | 10.31 | 10.31 | 10.31 | 1.00 | |
11/13/2024 | 10.33 | 10.33 | 10.33 | 10.33 | 1.00 | |
11/12/2024 | 10.34 | 10.34 | 10.34 | 10.34 | 1.00 | |
11/11/2024 | 10.43 | 10.43 | 10.43 | 10.43 | 1.00 | |
11/08/2024 | 10.44 | 10.44 | 10.44 | 10.44 | 1.00 | |
11/07/2024 | 10.43 | 10.43 | 10.43 | 10.43 | 1.00 | |
11/06/2024 | 10.37 | 10.37 | 10.37 | 10.37 | 1.00 | |
11/05/2024 | 10.40 | 10.40 | 10.40 | 10.40 | 1.00 | |
11/04/2024 | 10.35 | 10.35 | 10.35 | 10.35 | 1.00 | |
11/01/2024 | 10.31 | 10.31 | 10.31 | 10.31 | 1.00 | |
10/31/2024 | 10.34 | 10.34 | 10.34 | 10.34 | 1.00 | |
10/30/2024 | 10.37 | 10.37 | 10.37 | 10.37 | 1.00 | |
10/29/2024 | 10.37 | 10.37 | 10.37 | 10.37 | 1.00 | |
10/28/2024 | 10.41 | 10.41 | 10.41 | 10.41 | 1.00 | |
10/25/2024 | 10.37 | 10.37 | 10.37 | 10.37 | 1.00 | |
10/24/2024 | 10.41 | 10.41 | 10.41 | 10.41 | 1.00 | |
10/23/2024 | 10.40 | 10.40 | 10.40 | 10.40 | 1.00 | |
10/22/2024 | 10.43 | 10.43 | 10.43 | 10.43 | 1.00 | |
10/21/2024 | 10.45 | 10.45 | 10.45 | 10.45 | 1.00 | |
10/18/2024 | 10.55 | 10.55 | 10.55 | 10.55 | 1.00 | |
10/17/2024 | 10.54 | 10.54 | 10.54 | 10.54 | 1.00 | |
10/16/2024 | 10.57 | 10.57 | 10.57 | 10.57 | 1.00 | |
10/15/2024 | 10.52 | 10.52 | 10.52 | 10.52 | 1.00 | |
10/14/2024 | 10.52 | 10.52 | 10.52 | 10.52 | 1.00 | |
10/11/2024 | 10.50 | 10.50 | 10.50 | 10.50 | 1.00 | |
10/10/2024 | 10.47 | 10.47 | 10.47 | 10.47 | 1.00 | |
10/09/2024 | 10.49 | 10.49 | 10.49 | 10.49 | 1.00 | |
10/08/2024 | 10.47 | 10.47 | 10.47 | 10.47 | 1.00 | |
10/07/2024 | 10.48 | 10.48 | 10.48 | 10.48 | 1.00 | |
10/04/2024 | 10.52 | 10.52 | 10.52 | 10.52 | 1.00 | |
10/03/2024 | 10.54 | 10.54 | 10.54 | 10.54 | 1.00 | |
10/02/2024 | 10.60 | 10.60 | 10.60 | 10.60 | 1.00 | |
10/01/2024 | 10.62 | 10.62 | 10.62 | 10.62 | 1.00 | |
09/30/2024 | 10.62 | 10.62 | 10.62 | 10.62 | 1.00 | |
09/27/2024 | 10.64 | 10.64 | 10.64 | 10.64 | 1.00 | |
09/26/2024 | 10.61 | 10.61 | 10.61 | 10.61 | 1.00 | |
09/25/2024 | 10.57 | 10.57 | 10.57 | 10.57 | 1.00 | |
09/24/2024 | 10.63 | 10.63 | 10.63 | 10.63 | 1.00 | |
09/23/2024 | 10.60 | 10.60 | 10.60 | 10.60 | 1.00 | |
09/20/2024 | 10.57 | 10.57 | 10.57 | 10.57 | 1.00 | |
09/19/2024 | 10.61 | 10.61 | 10.61 | 10.61 | 1.00 | |
09/18/2024 | 10.56 | 10.56 | 10.56 | 10.56 | 1.00 | |
09/17/2024 | 10.57 | 10.57 | 10.57 | 10.57 | 1.00 | |
09/16/2024 | 10.60 | 10.60 | 10.60 | 10.60 | 1.00 | |
09/13/2024 | 10.53 | 10.53 | 10.53 | 10.53 | 1.00 | |
09/12/2024 | 10.49 | 10.49 | 10.49 | 10.49 | 1.00 | |
09/11/2024 | 10.47 | 10.47 | 10.47 | 10.47 | 1.00 | |
09/10/2024 | 10.49 | 10.49 | 10.49 | 10.49 | 1.00 | |
09/09/2024 | 10.47 | 10.47 | 10.47 | 10.47 | 1.00 | |
09/06/2024 | 10.41 | 10.41 | 10.41 | 10.41 | 1.00 | |
09/05/2024 | 10.45 | 10.45 | 10.45 | 10.45 | 1.00 | |
09/04/2024 | 10.44 | 10.44 | 10.44 | 10.44 | 1.00 |
About Schwab Monthly Mutual Fund history
Schwab Monthly investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Schwab is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Schwab Monthly Income will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Schwab Monthly stock prices may prove useful in developing a viable investing in Schwab Monthly
The fund invests primarily in a combination of Schwab Funds and Schwab ETFs in accordance with its target asset allocation. Its target asset allocation is not fixed, and the fund has the flexibility to move within the following asset allocation ranges at the discretion of the investment adviser 30-70 percent equity 30-70 percent fixed income and 0-12 percent cash and cash equivalents. The fund is designed to offer shareholders an annual payout of 4-6 percent during most market environments.
Schwab Monthly Mutual Fund Technical Analysis
Schwab Monthly technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Did you try this?
Run Idea Optimizer Now
Idea OptimizerUse advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |
All Next | Launch Module |
Schwab Monthly Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Schwab Monthly's price direction in advance. Along with the technical and fundamental analysis of Schwab Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Schwab to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
Risk Adjusted Performance | (0.01) | |||
Jensen Alpha | (0.03) | |||
Total Risk Alpha | (0.06) | |||
Sortino Ratio | (0.35) | |||
Treynor Ratio | (0.05) |
Cycle Indicators | ||
Math Operators | ||
Math Transform | ||
Momentum Indicators | ||
Overlap Studies | ||
Pattern Recognition | ||
Price Transform | ||
Statistic Functions | ||
Volatility Indicators | ||
Volume Indicators |
Other Information on Investing in Schwab Mutual Fund
Schwab Monthly 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 Monthly security.
Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
Equity Valuation Check real value of public entities based on technical and fundamental data |