SCHWAB DIVIDEND Semi Variance
| SWDSX Fund | | | USD 18.56 -0.06 -0.32% |
The Semi Variance lookup presents technical context for Schwab Dividend Equity and related instruments. Coverage varies by data normalization and availability; see
Equity Screeners for broader screening context. SCHWAB DIVIDEND has P/E of 2.78.
World Market Map can help frame allocation decisions. The allocation includes a position in Schwab Dividend Equity within the portfolio mix. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as various price indices.
Schwab Dividend Equity has current Semi Variance of 0.2279. Semi-variance provides a good measure of downside volatility for equity or a portfolio. It is similar to variance, but it only looks at periods where the returns are less than the target or average level.
Semi Variance | = | SUM(RET DEV)2N(ZERO) |
| = | 0.2279 | |
| SUM | = | Summation notation |
| RET DEV | = | Actual return deviation over selected period |
| N(ZERO) | = | Number of points with returns less than zero |
SCHWAB DIVIDEND Semi Variance Peers Comparison
SCHWAB Semi Variance Relative To Other Indicators
Schwab Dividend Equity is evaluated as
fifth in Semi Variance in semi variance among similar funds. It is currently under evaluation. in maximum drawdown among similar funds reporting about
11.02 of Maximum Drawdown per Semi Variance. The ratio of Maximum Drawdown to Semi Variance for Schwab Dividend Equity is roughly
11.02 Semi-variance is the square of semi-deviation. Semi-variance is calculated by averaging the deviations of returns that have a result that is less than the mean.
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