Schwab Fundamental Large Fund Price on April 2, 2024
| SFLNX Fund | USD 25.93 0.09 0.35% |
Below is the normalized historical share price chart for Schwab Fundamental Large extending back to April 02, 2007. 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 Fundamental stands at 25.93, as last reported on the 2nd of June, with the highest price reaching 25.93 and the lowest price hitting 25.93 during the day.
If you're considering investing in Schwab Mutual Fund, it is important to understand the factors that can impact its price. We consider Schwab Fundamental very steady. Schwab Fundamental Large owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.0488, which indicates the fund had a 0.0488% return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for Schwab Fundamental Large, which you can use to evaluate the volatility of the fund. Please validate Schwab Fundamental's Risk Adjusted Performance of 0.0436, semi deviation of 0.6591, and Coefficient Of Variation of 1430.45 to confirm if the risk estimate we provide is consistent with the expected return of 0.0305%.
Schwab Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Schwab |
Sharpe Ratio = 0.0488
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | SFLNX |
Estimated Market Risk
| 0.63 actual daily | 5 95% of assets are more volatile |
Expected Return
| 0.03 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.05 actual daily | 3 97% of assets perform better |
Based on monthly moving average Schwab Fundamental is performing at about 3% of its full potential. 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 Fundamental by adding it to a well-diversified portfolio.
Schwab Fundamental Valuation on April 2, 2024
It is possible to determine the worth of Schwab Fundamental on a given historical date. On April 2, 2024 Schwab was worth 26.26 at the beginning of the trading date compared to the closed value of 26.26. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Schwab Fundamental mutual fund. Still, in general, we apply an absolute valuation method to find Schwab Fundamental's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Schwab Fundamental where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Schwab Fundamental's related companies.
| Open | High | Low | Close | Volume | |
| 26.45 | 26.45 | 26.45 | 26.45 | 1.00 | |
04/02/2024 | 26.26 | 26.26 | 26.26 | 26.26 | 1.00 |
| 26.28 | 26.28 | 26.28 | 26.28 | 1.00 |
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Schwab Fundamental Trading Date Momentum on April 2, 2024
| On April 03 2024 Schwab Fundamental Large was traded for 26.28 at the closing time. The highest daily price throughout the period was 26.28 and the lowest price was 26.28 . There was no trading activity during the period 1.0. Lack of trading volume on 04/03/2024 added to the next day price jump. The trading price change to closing price of the next trading day was 0.08% . The trading price change to current closing price is 2.67% . |
Schwab Fundamental Large Fundamentals Correlations and Trends
By evaluating Schwab Fundamental's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Schwab Fundamental's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Schwab financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Schwab Fundamental Mutual Fund history
Schwab Fundamental 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 Fundamental Large 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 Fundamental stock prices may prove useful in developing a viable investing in Schwab Fundamental
To pursue its goal, the fund primarily invests in stocks that are included in the Russell RAFI U.S. Large Company Index. The index measures the performance of the large company size segment by fundamental overall company scores , which are created using as the universe the U.S. companies in the FTSE Global Total Cap Index .
Schwab Fundamental Mutual Fund Technical Analysis
Schwab Fundamental 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.
Price Boundaries
Schwab Fundamental Period Price Range
Low | April 2, 2024
| High |
26.26 | 26.26 |
Schwab Fundamental June 2, 2024 Market Strength
Market strength indicators help investors to evaluate how Schwab Fundamental mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Schwab Fundamental shares will generate the highest return on investment. By undertsting and applying Schwab Fundamental mutual fund market strength indicators, traders can identify Schwab Fundamental Large entry and exit signals to maximize returns
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 26.26 | |||
| Day Typical Price | 26.26 | |||
| Period Momentum Indicator | (0.33) | |||
| Relative Strength Index | 52.64 |
Schwab Fundamental Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Schwab Fundamental'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 | 0.0436 | |||
| Jensen Alpha | 8.0E-4 | |||
| Total Risk Alpha | (0) | |||
| Sortino Ratio | (0) | |||
| Treynor Ratio | 0.0362 |
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| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Fundamental Large. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .