SWIRX
2035 Schwab Target
$16.29
0.15 (0.93%)
Currency in USD / Last Updated: 4/23/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 571M |
| 52 Week High | 16.77 |
| 52 Week Low | 13.857 |
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Key Data
| Symbol | SWIRX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 16.29 |
| Price Yesterday | 16.14 |
| Market Cap | 571.00 |
| YTD Return | 2.78% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0047 |
Overview
| 52 Week High | 16.77 |
|---|---|
| 52 Week Low | 13.86 |
| Market Cap | 571.00M |
| Shares Outstanding | 35.05M |
| Income Dividend Yield | 2.11% |
| Long Term Dividend Yield | 1.22% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.33% |
Returns Annualized
| One Day | 931.43% |
|---|---|
| Five Days | 49.81% |
| One Months | -25.28% |
| Three Months | 12.44% |
| Six Months | 34.79% |
| Nine Months | 9.62% |
| One Year | 13.53% |
| Three Years | 1.83% |
| Five Years | 6.88% |
| Ten Years | 6.79% |
| YTD | 9.26% |
| Since Inception | 7.32% |
Returns Total
| One Day | 0.93% |
|---|---|
| Five Days | 0.80% |
| One Month | -2.40% |
| Three Months | 2.97% |
| Six Months | 15.94% |
| Nine Months | 7.16% |
| One Year | 13.52% |
| Three Years | 5.56% |
| Five Years | 39.39% |
| Ten Years | 92.53% |
| YTD | 2.78% |
| Since Inception | 211.47% |
Yearly Returns
| 2024 | 2.78% |
|---|---|
| 2023 | 17.92% |
| 2022 | -18.00% |
| 2021 | 14.22% |
| 2020 | 14.03% |
| 2019 | 21.89% |
| 2018 | -8.25% |
| 2017 | 19.13% |
| 2016 | 6.21% |
| 2015 | -0.11% |
Risk against SP-DA
| Alpha | -6.25% |
|---|---|
| Beta | 0.75 |
| Correlation | 95.77% |
| Downside Deviation | 2.64% |
| Coefficient of determination | 91.72% |
| Standard Deviation | 2.68% |
| Sharpe Ratio | -1.19 |
| Sortino | -4.21 |
| Treynor | 10.89 |
| Ulcer Index | 2.99 |
| Ulcer Performance Index | -3.7 |