Schwab Target 2020 Fund Manager Performance Evaluation
SWYLX Fund | USD 12.71 0.05 0.39% |
The entity has a beta of -0.0117, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Schwab Target are expected to decrease at a much lower rate. During the bear market, Schwab Target is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Schwab Target 2020 has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong essential indicators, Schwab Target is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...moreExpense Ratio | 0.0800 |
Schwab |
Schwab Target Relative Risk vs. Return Landscape
If you would invest 1,270 in Schwab Target 2020 on January 28, 2024 and sell it today you would earn a total of 1.00 from holding Schwab Target 2020 or generate 0.08% return on investment over 90 days. Schwab Target 2020 is currently producing 0.0021% returns and takes up 0.4235% volatility of returns over 90 trading days. Put another way, 3% 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 Target Current Valuation
Fairly Valued
Today
Please note that Schwab Target's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Schwab Target 2020 has a current Real Value of $12.57 per share. The regular price of the fund is $12.71. We determine the value of Schwab Target 2020 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.
Our valuation method for Schwab Target 2020 is useful when determining the fair value of the Schwab mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Schwab Target. Since Schwab Target is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Schwab Mutual Fund. However, Schwab Target'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 12.71 | Real 12.57 | Hype 12.66 | Naive 12.7 |
The real value of Schwab Mutual Fund, also known as its intrinsic value, is the underlying worth of Schwab Target 2020 Mutual Fund, which is reflected in its stock price. It is based on Schwab Target's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Schwab Target'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 Target'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 Target 2020 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 Target more accurately as focusing exclusively on Schwab Target's fundamentals will not take into account other important factors: Schwab Target Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Target's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Schwab Target 2020, and traders can use it to determine the average amount a Schwab Target's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.005
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Negative Returns | SWYLX |
Estimated Market Risk
0.42 actual daily | 3 97% of assets are more volatile |
Expected Return
0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Schwab Target is not performing at its full potential. However, 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 Target by adding Schwab Target to a well-diversified portfolio.
Schwab Target Fundamentals Growth
Schwab Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Schwab Target, and Schwab Target 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.
Total Asset | 306.38 M | ||||
About Schwab Target Performance
To evaluate Schwab Target 2020 Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Schwab Target generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Schwab Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Schwab Target 2020 market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Schwab's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds . It has a policy to invest, under normal circumstances, at least 80 percent of its assets in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date included in its name and assumes a retirement age of 65.Things to note about Schwab Target 2020 performance evaluation
Checking the ongoing alerts about Schwab Target for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Schwab Target 2020 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.The fund maintains about 55.3% of its assets in bonds |
- Analyzing Schwab Target'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 Target's stock is overvalued or undervalued compared to its peers.
- Examining Schwab Target'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 Target's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schwab Target's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Schwab Target's mutual fund. These opinions can provide insight into Schwab Target's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Target 2020. 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 bureau of economic analysis. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.