SWYAX
2010 Schwab Target IxFd
$11.93
0.00 (0.00%)
Currency in USD / Last Updated: 4/24/2024
Category | Target Date-Before 2020 |
---|---|
Market Cap | 44.542M |
52 Week High | 12.23 |
52 Week Low | 10.773 |
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Key Data
Symbol | SWYAX |
---|---|
Type | Mutual Fund |
Category | Target Date-Before 2020 |
Price | 11.93 |
Price Yesterday | 11.93 |
Market Cap | 44.54 |
YTD Return | 0.17% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0008 |
Overview
52 Week High | 12.23 |
---|---|
52 Week Low | 10.77 |
Market Cap | 44.54M |
Shares Outstanding | 3.73M |
Income Dividend Yield | 2.85% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.85% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 28.97% |
One Months | -21.16% |
Three Months | 2.73% |
Six Months | 20.23% |
Nine Months | 5.21% |
One Year | 6.71% |
Three Years | 0.39% |
Five Years | 4.17% |
Ten Years | -999 |
YTD | 0.54% |
Since Inception | 4.56% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.51% |
One Month | -2.05% |
Three Months | 0.68% |
Six Months | 9.56% |
Nine Months | 3.90% |
One Year | 6.70% |
Three Years | 1.16% |
Five Years | 22.60% |
Ten Years | -999 |
YTD | 0.17% |
Since Inception | 40.55% |
Yearly Returns
2024 | 0.17% |
---|---|
2023 | 11.77% |
2022 | -13.30% |
2021 | 6.99% |
2020 | 10.61% |
2019 | 14.56% |
2018 | -2.27% |
2017 | 9.48% |
2016 | -0.16% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -8.27% |
---|---|
Beta | 0.5 |
Correlation | 90.16% |
Downside Deviation | 1.78% |
Coefficient of determination | 81.28% |
Standard Deviation | 1.90% |
Sharpe Ratio | -2.7 |
Sortino | -10.01 |
Treynor | 2.65 |
Ulcer Index | 2.18 |
Ulcer Performance Index | -8.17 |