Schwab Large Cap Growth Fund Market Value

SWLSX Fund  USD 31.14  0.05  0.16%   
Schwab Large's market value is the price at which a share of Schwab Large trades on a public exchange. It measures the collective expectations of Schwab Large Cap Growth investors about its performance. Schwab Large is trading at 31.14 as of the 29th of March 2024; that is -0.16% down since the beginning of the trading day. The fund's open price was 31.19.
With this module, you can estimate the performance of a buy and hold strategy of Schwab Large Cap Growth and determine expected loss or profit from investing in Schwab Large over a given investment horizon. Check out Schwab Large Correlation, Schwab Large Volatility and Schwab Large Alpha and Beta module to complement your research on Schwab Large.
Symbol

Please note, there is a significant difference between Schwab Large's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Large is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Large's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Schwab Large '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 Large'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 Large.
0.00
04/09/2022
No Change 0.00  0.0 
In 1 year 11 months and 22 days
03/29/2024
0.00
If you would invest  0.00  in Schwab Large on April 9, 2022 and sell it all today you would earn a total of 0.00 from holding Schwab Large Cap Growth or generate 0.0% return on investment in Schwab Large over 720 days. Schwab Large is related to or competes with American Funds, American Funds, Growth Fund, Growth Fund, Growth Fund, Growth Fund, and Growth Fund. To pursue its investment objective, the fund invests primarily in U.S More

Schwab Large 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 Large'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 Large Cap Growth upside and downside potential and time the market with a certain degree of confidence.

Schwab Large Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Large's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Schwab Large's standard deviation. In reality, there are many statistical measures that can use Schwab Large historical prices to predict the future Schwab Large's volatility.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Schwab Large'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.
Hype
Prediction
LowEstimatedHigh
30.1931.1432.09
Details
Intrinsic
Valuation
LowRealHigh
29.7130.6631.61
Details
Naive
Forecast
LowNextHigh
30.2131.1732.12
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
30.2630.8831.50
Details
Please note, it is not enough to conduct a financial or market analysis of a single entity such as Schwab Large. Your research has to be compared to or analyzed against Schwab Large's peers to derive any actionable benefits. When done correctly, Schwab Large's competitive analysis will give you plenty of quantitative and qualitative data to validate your investment decisions or develop an entirely new strategy toward taking a position in Schwab Large-cap Growth.

Schwab Large-cap Growth Backtested Returns

Schwab Large appears to be very steady, given 3 months investment horizon. Schwab Large-cap Growth owns Efficiency Ratio (i.e., Sharpe Ratio) of 0.23, which indicates the fund had a 0.23% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Schwab Large Cap Growth, which you can use to evaluate the volatility of the fund. Please review Schwab Large's Semi Deviation of 0.5017, risk adjusted performance of 0.1131, and Coefficient Of Variation of 509.04 to confirm if our risk estimates are consistent with your expectations. The entity has a beta of 1.04, which indicates a somewhat significant risk relative to the market. Schwab Large returns are very sensitive to returns on the market. As the market goes up or down, Schwab Large is expected to follow.

Auto-correlation

    
  -0.02  

Very weak reverse predictability

Schwab Large Cap Growth has very weak reverse predictability. Overlapping area represents the amount of predictability between Schwab Large time series from 9th of April 2022 to 4th of April 2023 and 4th of April 2023 to 29th of March 2024. 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 Large-cap Growth price movement. The serial correlation of -0.02 indicates that only 2.0% of current Schwab Large price fluctuation can be explain by its past prices.
Correlation Coefficient-0.02
Spearman Rank Test-0.2
Residual Average0.0
Price Variance5.81

Schwab Large-cap Growth lagged returns against current returns

Autocorrelation, which is Schwab Large mutual fund's lagged correlation, explains the relationship between observations of its time series of returns over different periods of time. The observations are said to be independent if autocorrelation is zero. Autocorrelation is calculated as a function of mean and variance and can have practical application in predicting Schwab Large's mutual fund expected returns. We can calculate the autocorrelation of Schwab Large returns to help us make a trade decision. For example, suppose you find that Schwab Large has exhibited high autocorrelation historically, and you observe that the mutual fund is moving up for the past few days. In that case, you can expect the price movement to match the lagging time series.
   Current and Lagged Values   
       Timeline  

Schwab Large regressed lagged prices vs. current prices

Serial correlation can be approximated by using the Durbin-Watson (DW) test. The correlation can be either positive or negative. If Schwab Large mutual fund is displaying a positive serial correlation, investors will expect a positive pattern to continue. However, if Schwab Large mutual fund is observed to have a negative serial correlation, investors will generally project negative sentiment on having a locked-in long position in Schwab Large mutual fund over time.
   Current vs Lagged Prices   
       Timeline  

Schwab Large Lagged Returns

When evaluating Schwab Large's market value, investors can use the concept of autocorrelation to see how much of an impact past prices of Schwab Large mutual fund have on its future price. Schwab Large autocorrelation represents the degree of similarity between a given time horizon and a lagged version of the same horizon over the previous time interval. In other words, Schwab Large autocorrelation shows the relationship between Schwab Large mutual fund current value and its past values and can show if there is a momentum factor associated with investing in Schwab Large Cap Growth.
   Regressed Prices   
       Timeline  

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Check out Schwab Large Correlation, Schwab Large Volatility and Schwab Large Alpha and Beta module to complement your research on Schwab Large.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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When running Schwab Large's price analysis, check to measure Schwab Large's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Schwab Large is operating at the current time. Most of Schwab Large's value examination focuses on studying past and present price action to predict the probability of Schwab Large's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Schwab Large's price. Additionally, you may evaluate how the addition of Schwab Large to your portfolios can decrease your overall portfolio volatility.
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Schwab Large 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.
A focus of Schwab Large technical analysis is to determine if market prices reflect all relevant information impacting that market. A technical analyst looks at the history of Schwab Large trading pattern rather than external drivers such as economic, fundamental, or social events. It is believed that price action tends to repeat itself due to investors' collective, patterned behavior. Hence technical analysis focuses on identifiable price trends and conditions. More Info...