Schwab Fundamental Large Etf Performance
| FNDX Etf | USD 27.24 0.18 0.67% |
The entity has a beta of 0.0457, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Schwab Fundamental's returns are expected to increase less than the market. However, during the bear market, the loss of holding Schwab Fundamental is expected to be smaller as well.
Risk-Adjusted Performance
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Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Fundamental Large are ranked lower than 12 (%) of all global equities and portfolios over the last 90 days. In spite of fairly fragile fundamental indicators, Schwab Fundamental may actually be approaching a critical reversion point that can send shares even higher in December 2025. ...more
Schwab Fundamental Relative Risk vs. Return Landscape
If you would invest 2,553 in Schwab Fundamental Large on September 1, 2025 and sell it today you would earn a total of 171.00 from holding Schwab Fundamental Large or generate 6.7% return on investment over 90 days. Schwab Fundamental Large is currently generating 0.1035% in daily expected returns and assumes 0.6658% risk (volatility on return distribution) over the 90 days horizon. In different words, 5% of etfs are less volatile than Schwab, and 98% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
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Schwab Fundamental Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Fundamental's investment risk. Standard deviation is the most common way to measure market volatility of etfs, such as Schwab Fundamental Large, and traders can use it to determine the average amount a Schwab Fundamental'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 = 0.1555
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Estimated Market Risk
| 0.67 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Schwab Fundamental is performing at about 12% 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 Fundamentals Growth
Schwab Etf prices reflect investors' perceptions of the future prospects and financial health of Schwab Fundamental, and Schwab Fundamental 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 Etf performance.
| Price To Earning | 18.09 X | |||
| Price To Book | 2.17 X | |||
| Price To Sales | 1.19 X | |||
| Total Asset | 8.57 B | |||
About Schwab Fundamental Performance
Evaluating Schwab Fundamental's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Schwab Fundamental has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Schwab Fundamental has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally will invest at least 90 percent of its net assets in stocks included in the index. Schwab Fundamental is traded on NYSEARCA Exchange in the United States.| Latest headline from news.google.com: Bitcoin ETF Outflows Near Record 3.6 Billion as Prices Fall 30 percent - thedeepdive.ca | |
| The fund retains 99.88% of its assets under management (AUM) in equities |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Schwab Fundamental Large. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in commodities. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.
The market value of Schwab Fundamental Large is measured differently than its book value, which is the value of Schwab that is recorded on the company's balance sheet. Investors also form their own opinion of Schwab Fundamental's value that differs from its market value or its book value, called intrinsic value, which is Schwab Fundamental's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Schwab Fundamental's market value can be influenced by many factors that don't directly affect Schwab Fundamental's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Schwab Fundamental's value and its price as these two are different measures arrived at by different means. Investors typically determine if Schwab Fundamental is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Schwab Fundamental'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.