Schwab Small Cap Index Fund Technical Analysis
| SWSSX Fund | USD 42.86 1.49 3.60% |
As of the 9th of February, Schwab Small-cap has the Risk Adjusted Performance of 0.088, semi deviation of 1.08, and Coefficient Of Variation of 952.91. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Schwab Small Cap, as well as the relationship between them.
Schwab Small-cap Momentum Analysis
Momentum indicators are widely used technical indicators which help to measure the pace at which the price of specific equity, such as Schwab, fluctuates. Many momentum indicators also complement each other and can be helpful when the market is rising or falling as compared to SchwabSchwab |
Schwab Small-cap '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 Small-cap'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 Small-cap.
| 11/11/2025 |
| 02/09/2026 |
If you would invest 0.00 in Schwab Small-cap on November 11, 2025 and sell it all today you would earn a total of 0.00 from holding Schwab Small Cap Index or generate 0.0% return on investment in Schwab Small-cap over 90 days. Schwab Small-cap is related to or competes with Oakmark Select, Emerging Markets, Amg Yacktman, Diamond Hill, Mfs Growth, T Rowe, and Gabelli Equity. The fund normally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is cons... More
Schwab Small-cap 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 Small-cap'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 Small Cap Index upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 1.24 | |||
| Information Ratio | 0.0324 | |||
| Maximum Drawdown | 4.65 | |||
| Value At Risk | (1.85) | |||
| Potential Upside | 2.0 |
Schwab Small-cap Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Small-cap's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Small-cap's standard deviation. In reality, there are many statistical measures that can use Schwab Small-cap historical prices to predict the future Schwab Small-cap's volatility.| Risk Adjusted Performance | 0.088 | |||
| Jensen Alpha | 0.0253 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.0322 | |||
| Treynor Ratio | 0.101 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Small-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 Small-cap February 9, 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 | 0.088 | |||
| Market Risk Adjusted Performance | 0.111 | |||
| Mean Deviation | 0.9678 | |||
| Semi Deviation | 1.08 | |||
| Downside Deviation | 1.24 | |||
| Coefficient Of Variation | 952.91 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.53 | |||
| Information Ratio | 0.0324 | |||
| Jensen Alpha | 0.0253 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.0322 | |||
| Treynor Ratio | 0.101 | |||
| Maximum Drawdown | 4.65 | |||
| Value At Risk | (1.85) | |||
| Potential Upside | 2.0 | |||
| Downside Variance | 1.55 | |||
| Semi Variance | 1.17 | |||
| Expected Short fall | (1.01) | |||
| Skewness | 0.1065 | |||
| Kurtosis | 0.1538 |
Schwab Small Cap Backtested Returns
At this stage we consider Schwab Mutual Fund to be very steady. Schwab Small Cap owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.12, which indicates the fund had a 0.12 % return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Small Cap Index, which you can use to evaluate the volatility of the fund. Please validate Schwab Small-cap's Coefficient Of Variation of 952.91, semi deviation of 1.08, and Risk Adjusted Performance of 0.088 to confirm if the risk estimate we provide is consistent with the expected return of 0.15%. The entity has a beta of 1.19, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Schwab Small-cap will likely underperform.
Auto-correlation | 0.70 |
Good predictability
Schwab Small Cap Index has good predictability. Overlapping area represents the amount of predictability between Schwab Small-cap time series from 11th of November 2025 to 26th of December 2025 and 26th of December 2025 to 9th of February 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 Small Cap price movement. The serial correlation of 0.7 indicates that around 70.0% of current Schwab Small-cap price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.7 | |
| Spearman Rank Test | 0.56 | |
| Residual Average | 0.0 | |
| Price Variance | 0.98 |
Schwab Small-cap 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.
Schwab Small Cap Technical Analysis
The output start index for this execution was one with a total number of output elements of sixty. The Average True Range was developed by J. Welles Wilder in 1970s. It is one of components of the Welles Wilder Directional Movement indicators. The ATR is a measure of Schwab Small Cap volatility. High ATR values indicate high volatility, and low values indicate low volatility.
About Schwab Small-cap Technical Analysis
The technical analysis module can be used to analyzes prices, returns, volume, basic money flow, and other market information and help investors to determine the real value of Schwab Small Cap Index on a daily or weekly bases. We use both bottom-up as well as top-down valuation methodologies to arrive at the intrinsic value of Schwab Small Cap Index based on its technical analysis. In general, a bottom-up approach, as applied to this mutual fund, focuses on Schwab Small Cap price pattern first instead of the macroeconomic environment surrounding Schwab Small Cap. By analyzing Schwab Small-cap's financials, daily price indicators, and related drivers such as dividends, momentum ratios, and various types of growth rates, we attempt to find the most accurate representation of Schwab Small-cap's intrinsic value. As compared to a bottom-up approach, our top-down model examines the macroeconomic factors that affect the industry/economy before zooming in to Schwab Small-cap specific price patterns or momentum indicators. Please read more on our technical analysis page.
Schwab Small-cap February 9, 2026 Technical Indicators
Most technical analysis of Schwab help investors determine whether a current trend will continue and, if not, when it will shift. We provide a combination of tools to recognize potential entry and exit points for Schwab from various momentum indicators to cycle indicators. When you analyze Schwab charts, please remember that the event formation may indicate an entry point for a short seller, and look at different other indicators across different periods to confirm that a breakdown or reversion is likely to occur.
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.088 | |||
| Market Risk Adjusted Performance | 0.111 | |||
| Mean Deviation | 0.9678 | |||
| Semi Deviation | 1.08 | |||
| Downside Deviation | 1.24 | |||
| Coefficient Of Variation | 952.91 | |||
| Standard Deviation | 1.24 | |||
| Variance | 1.53 | |||
| Information Ratio | 0.0324 | |||
| Jensen Alpha | 0.0253 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | 0.0322 | |||
| Treynor Ratio | 0.101 | |||
| Maximum Drawdown | 4.65 | |||
| Value At Risk | (1.85) | |||
| Potential Upside | 2.0 | |||
| Downside Variance | 1.55 | |||
| Semi Variance | 1.17 | |||
| Expected Short fall | (1.01) | |||
| Skewness | 0.1065 | |||
| Kurtosis | 0.1538 |
Schwab Small-cap February 9, 2026 Daily Trend Indicators
Traders often use several different daily volumes and price technical indicators to supplement a more traditional technical analysis when analyzing securities such as Schwab stock. With literally thousands of different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 0.00 | ||
| Daily Balance Of Power | Huge | ||
| Rate Of Daily Change | 1.04 | ||
| Day Median Price | 42.86 | ||
| Day Typical Price | 42.86 | ||
| Price Action Indicator | 0.75 |
Other Information on Investing in Schwab Mutual Fund
Schwab Small-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 Small-cap security.
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