Schwab Large Cap Growth Fund Manager Performance Evaluation
| SWLSX Fund | USD 41.48 0.40 0.97% |
The entity has a beta of 0.8, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Schwab Large-cap's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Large-cap is expected to be smaller as well.
Risk-Adjusted Performance
Weakest
Weak | Strong |
Over the last 90 days Schwab Large Cap Growth has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Schwab Large-cap is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of February 2025 | |
| Expense Ratio | 0.9900 |
Schwab |
Schwab Large-cap Relative Risk vs. Return Landscape
If you would invest 4,269 in Schwab Large Cap Growth on November 12, 2025 and sell it today you would lose (121.00) from holding Schwab Large Cap Growth or give up 2.83% of portfolio value over 90 days. Schwab Large Cap Growth is currently producing negative expected returns and takes up 1.0745% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Schwab, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Schwab Large-cap Current Valuation
Fairly Valued
Today
Please note that Schwab Large-cap's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Schwab Large Cap has a current Real Value of $40.92 per share. The regular price of the fund is $41.48. We determine the value of Schwab Large Cap from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Schwab Large-cap is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Schwab Mutual Fund. However, Schwab Large-cap's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 41.48 | Real 40.92 | Hype 38.83 |
The intrinsic value of Schwab Large-cap's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Schwab Large-cap's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Schwab Large Cap Growth helps investors to forecast how Schwab mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Schwab Large-cap more accurately as focusing exclusively on Schwab Large-cap's fundamentals will not take into account other important factors: Schwab Large-cap Target Price Odds to finish over Current Price
The tendency of Schwab Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 41.48 | 90 days | 41.48 | about 83.06 |
Based on a normal probability distribution, the odds of Schwab Large-cap to move above the current price in 90 days from now is about 83.06 (This Schwab Large Cap Growth probability density function shows the probability of Schwab Mutual Fund to fall within a particular range of prices over 90 days) .
Schwab Large-cap Price Density |
| Price |
Predictive Modules for Schwab Large-cap
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Schwab Large Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Large-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 Large-cap Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Schwab Large-cap is not an exception. The market had few large corrections towards the Schwab Large-cap's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Schwab Large Cap Growth, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Schwab Large-cap within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.11 | |
β | Beta against Dow Jones | 0.80 | |
σ | Overall volatility | 0.69 | |
Ir | Information ratio | -0.12 |
Schwab Large-cap Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Schwab Large-cap for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Schwab Large Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Schwab Large Cap generated a negative expected return over the last 90 days | |
| The fund maintains all of its assets in stocks |
Schwab Large-cap Fundamentals Growth
Schwab Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Schwab Large-cap, and Schwab Large-cap fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Schwab Mutual Fund performance.
| Price To Earning | 18.64 X | ||||
| Price To Book | 3.58 X | ||||
| Price To Sales | 1.41 X | ||||
| Total Asset | 590.28 M | ||||
About Schwab Large-cap Performance
Evaluating Schwab Large-cap's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schwab Large-cap has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Schwab Large-cap has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
To pursue its investment objective, the fund invests primarily in U.S. common stocks. Under normal circumstances, it invests at least 80 percent of its net assets in large-cap stocks of U.S. companies. The fund may invest in derivatives, principally futures contracts, primarily to seek returns on the funds otherwise uninvested cash assets. It may invest in exchange-traded funds and stocks of real estate investment trusts .Things to note about Schwab Large Cap performance evaluation
Checking the ongoing alerts about Schwab Large-cap for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Schwab Large Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Schwab Large Cap generated a negative expected return over the last 90 days | |
| The fund maintains all of its assets in stocks |
- Analyzing Schwab Large-cap's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Schwab Large-cap's stock is overvalued or undervalued compared to its peers.
- Examining Schwab Large-cap's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Schwab Large-cap's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schwab Large-cap's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Schwab Large-cap's mutual fund. These opinions can provide insight into Schwab Large-cap's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Schwab Mutual Fund
Schwab Large-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 Large-cap security.
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