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SWHGX

Schwab MarketTrack Growth

$26.16 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Balanced Aggressive
Market Cap 939.586M
52 Week High 26.16
52 Week Low 21.49
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Key Data
Symbol SWHGX
Type Mutual Fund
Category Balanced Aggressive
Price 26.16
Price Yesterday 26.16
Market Cap 939.59
YTD Return 5.53%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.005
Overview
52 Week High 26.16
52 Week Low 21.49
Market Cap 939.59M
Shares Outstanding 35.92M
Income Dividend Yield 1.92%
Long Term Dividend Yield 1.76%
Short Term Dividend Yield 0.13%
52 Week Yield (All) 3.81%
Returns Annualized
One Day 0.00%
Five Days 16.71%
One Months 39.40%
Three Months 24.91%
Six Months 37.07%
Nine Months 17.57%
One Year 18.13%
Three Years 5.55%
Five Years 8.92%
Ten Years 7.59%
YTD 24.91%
Since Inception 7.41%
Returns Total
One Day 0.00%
Five Days 0.31%
One Month 2.67%
Three Months 5.53%
Six Months 16.76%
Nine Months 12.75%
One Year 17.88%
Three Years 17.49%
Five Years 53.16%
Ten Years 107.45%
YTD 5.53%
Since Inception 655.85%
Yearly Returns
2024 5.53%
2023 17.78%
2022 -15.11%
2021 18.10%
2020 11.00%
2019 22.25%
2018 -7.20%
2017 16.09%
2016 11.32%
2015 -1.89%
Risk against SP-DA
Alpha -8.01%
Beta 0.82
Correlation 95.95%
Downside Deviation 2.57%
Coefficient of determination 92.07%
Standard Deviation 2.86%
Sharpe Ratio -1.35
Sortino -5.19
Treynor 19.39
Ulcer Index 3.15
Ulcer Performance Index -4.24

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