Schwab Total Stock Fund Manager Performance Evaluation
| SWTSX Fund | USD 16.64 0.09 0.54% |
The entity has a beta of 0.85, 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.
Risk-Adjusted Performance
Weak
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Total Stock are ranked lower than 2 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Schwab Total 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 | 0.0300 |
Schwab |
Schwab Total Relative Risk vs. Return Landscape
If you would invest 1,638 in Schwab Total Stock on November 3, 2025 and sell it today you would earn a total of 26.00 from holding Schwab Total Stock or generate 1.59% return on investment over 90 days. Schwab Total Stock is currently producing 0.0286% returns and takes up 0.7989% volatility of returns over 90 trading days. Put another way, 7% 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 Total Current Valuation
Fairly Valued
Today
Please note that Schwab Total's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Schwab Total Stock has a current Real Value of $16.53 per share. The regular price of the fund is $16.64. We determine the value of Schwab Total Stock 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 Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Schwab Mutual Fund. However, Schwab Total'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 16.64 | Real 16.53 | Hype 16.64 | Naive 16.62 |
The intrinsic value of Schwab Total'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 Total'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 Total Stock 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 Total more accurately as focusing exclusively on Schwab Total's fundamentals will not take into account other important factors: Schwab Total 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 |
| 16.64 | 90 days | 16.64 | about 19.71 |
Based on a normal probability distribution, the odds of Schwab Total to move above the current price in 90 days from now is about 19.71 (This Schwab Total Stock probability density function shows the probability of Schwab Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Schwab Total has a beta of 0.85. This usually implies Schwab Total Stock market returns are sensitive to returns on the market. As the market goes up or down, Schwab Total is expected to follow. Additionally Schwab Total Stock has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Schwab Total Price Density |
| Price |
Predictive Modules for Schwab Total
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 Total Stock. 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 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 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Schwab Total is not an exception. The market had few large corrections towards the Schwab Total'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 Total Stock, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Schwab Total within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.02 | |
β | Beta against Dow Jones | 0.85 | |
σ | Overall volatility | 0.27 | |
Ir | Information ratio | -0.03 |
Schwab Total 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 Total for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Schwab Total Stock 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 Total Fundamentals Growth
Schwab Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Schwab Total, and Schwab Total 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 | 2.88 X | ||||
| Price To Book | 2.55 X | ||||
| Price To Sales | 1.73 X | ||||
| Total Asset | 32.47 B | ||||
About Schwab Total Performance
Evaluating Schwab Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schwab Total 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 Total 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.
The fund generally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. It generally gives the same weight to a given stock as the index does. The index is designed to measure all publicly traded stocks of companies headquartered in the United States for which pricing information is readily available the index contains 4,113 stocks as of December 31, 2023. It is non-diversified.Things to note about Schwab Total Stock performance evaluation
Checking the ongoing alerts about Schwab Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Schwab Total Stock help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Schwab Total's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Schwab Total's mutual fund performance include:- Analyzing Schwab Total'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 Total's stock is overvalued or undervalued compared to its peers.
- Examining Schwab Total'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 Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schwab Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Schwab Total's mutual fund. These opinions can provide insight into Schwab Total's potential for growth and whether the stock is currently undervalued or overvalued.
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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