SWCRX
2020 Schwab Target
$12.82
0.00 (0.00%)
Currency in USD / Last Updated: 4/18/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 324.808M |
| 52 Week High | 13.22 |
| 52 Week Low | 11.494 |
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Key Data
| Symbol | SWCRX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 12.82 |
| Price Yesterday | 12.82 |
| Market Cap | 324.81 |
| YTD Return | 0.31% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0029 |
Overview
| 52 Week High | 13.22 |
|---|---|
| 52 Week Low | 11.49 |
| Market Cap | 324.81M |
| Shares Outstanding | 25.34M |
| Income Dividend Yield | 2.94% |
| Long Term Dividend Yield | 4.15% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 7.10% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | -54.20% |
| One Months | -17.00% |
| Three Months | 5.16% |
| Six Months | 20.86% |
| Nine Months | 5.05% |
| One Year | 7.61% |
| Three Years | 0.22% |
| Five Years | 4.45% |
| Ten Years | 4.81% |
| YTD | 1.06% |
| Since Inception | 5.46% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | -1.54% |
| One Month | -1.61% |
| Three Months | 1.26% |
| Six Months | 9.84% |
| Nine Months | 3.78% |
| One Year | 7.60% |
| Three Years | 0.67% |
| Five Years | 24.27% |
| Ten Years | 59.87% |
| YTD | 0.31% |
| Since Inception | 170.81% |
Yearly Returns
| 2024 | 0.31% |
|---|---|
| 2023 | 12.84% |
| 2022 | -14.81% |
| 2021 | 7.86% |
| 2020 | 11.47% |
| 2019 | 16.17% |
| 2018 | -4.47% |
| 2017 | 13.05% |
| 2016 | 4.62% |
| 2015 | 0.20% |
Risk against SP-DA
| Alpha | -6.66% |
|---|---|
| Beta | 0.52 |
| Correlation | 90.07% |
| Downside Deviation | 2.01% |
| Coefficient of determination | 81.13% |
| Standard Deviation | 1.96% |
| Sharpe Ratio | -2.2 |
| Sortino | -7.44 |
| Treynor | 4.31 |
| Ulcer Index | 2.36 |
| Ulcer Performance Index | -6.33 |