Schwab Target Three Year Return vs. Five Year Return
| SWNRX Fund | USD 18.04 0.02 0.11% |
For Schwab Target profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Schwab Target to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Schwab Target 2050 utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Schwab Target's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Schwab Target 2050 over time as well as its relative position and ranking within its peers.
SCHWAB |
Schwab Target 2050 Five Year Return vs. Three Year Return Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Schwab Target's current stock value. Our valuation model uses many indicators to compare Schwab Target value to that of its competitors to determine the firm's financial worth. Schwab Target 2050 is rated top fund in three year return among similar funds. It also is rated top fund in five year return among similar funds reporting about 1.87 of Five Year Return per Three Year Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Schwab Target's earnings, one of the primary drivers of an investment's value.SCHWAB Five Year Return vs. Three Year Return
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Schwab Target |
| = | 5.22 % |
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
Schwab Target |
| = | 9.75 % |
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
SCHWAB Five Year Return Comparison
Schwab Target is currently under evaluation in five year return among similar funds.
Schwab Target Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Schwab Target, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Schwab Target will eventually generate negative long term returns. The profitability progress is the general direction of Schwab Target's change in net profit over the period of time. It can combine multiple indicators of Schwab Target, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and in unaffiliated third party mutual funds and ETFs . The fund invests in the underlying funds in accordance with its target portfolio allocation.
SCHWAB Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Schwab Target. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Schwab Target position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Schwab Target's important profitability drivers and their relationship over time.
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Use Investing Themes to Complement your Schwab Target position
In addition to having Schwab Target in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Broad Sovereign ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Sovereign ETFs theme has 14 constituents at this time.
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Other Information on Investing in SCHWAB Mutual Fund
To fully project Schwab Target's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Schwab Target 2050 at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Schwab Target's income statement, its balance sheet, and the statement of cash flows.
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