SWBRX
2010 Schwab Target
$12.84
0.05 (0.39%)
Currency in USD / Last Updated: 4/22/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 43.264M |
| 52 Week High | 13.21 |
| 52 Week Low | 11.626 |
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Key Data
| Symbol | SWBRX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 12.84 |
| Price Yesterday | 12.79 |
| Market Cap | 43.26 |
| YTD Return | 0.00% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0026 |
Overview
| 52 Week High | 13.21 |
|---|---|
| 52 Week Low | 11.63 |
| Market Cap | 43.26M |
| Shares Outstanding | 3.37M |
| Income Dividend Yield | 2.92% |
| Long Term Dividend Yield | 1.42% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.35% |
Returns Annualized
| One Day | 167.57% |
|---|---|
| Five Days | -11.11% |
| One Months | -27.39% |
| Three Months | 1.26% |
| Six Months | 21.18% |
| Nine Months | 4.96% |
| One Year | 6.87% |
| Three Years | 0.07% |
| Five Years | 4.06% |
| Ten Years | 4.20% |
| YTD | 0.00% |
| Since Inception | 4.49% |
Returns Total
| One Day | 0.39% |
|---|---|
| Five Days | -0.23% |
| One Month | -2.51% |
| Three Months | 0.31% |
| Six Months | 9.99% |
| Nine Months | 3.69% |
| One Year | 6.83% |
| Three Years | 0.21% |
| Five Years | 21.97% |
| Ten Years | 50.74% |
| YTD | 0.00% |
| Since Inception | 128.10% |
Yearly Returns
| 2024 | 0.00% |
|---|---|
| 2023 | 11.83% |
| 2022 | -14.25% |
| 2021 | 6.98% |
| 2020 | 11.18% |
| 2019 | 14.53% |
| 2018 | -3.45% |
| 2017 | 10.24% |
| 2016 | 4.15% |
| 2015 | 0.44% |
Risk against SP-DA
| Alpha | -7.01% |
|---|---|
| Beta | 0.47 |
| Correlation | 88.17% |
| Downside Deviation | 1.82% |
| Coefficient of determination | 77.73% |
| Standard Deviation | 1.84% |
| Sharpe Ratio | -2.57 |
| Sortino | -9.02 |
| Treynor | 3.08 |
| Ulcer Index | 2.22 |
| Ulcer Performance Index | -7.39 |