SWYBX
2015 Schwab Target IxFd
$12.14
0.00 (0.00%)
Currency in USD / Last Updated: 4/25/2024
Category | Target Date-Before 2020 |
---|---|
Market Cap | 71.493M |
52 Week High | 12.47 |
52 Week Low | 10.911 |
Customize MutualFund.com
Log in or sign up to get started.
Key Data
Symbol | SWYBX |
---|---|
Type | Mutual Fund |
Category | Target Date-Before 2020 |
Price | 12.14 |
Price Yesterday | 12.14 |
Market Cap | 71.49 |
YTD Return | 0.25% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0008 |
Overview
52 Week High | 12.47 |
---|---|
52 Week Low | 10.91 |
Market Cap | 71.49M |
Shares Outstanding | 5.89M |
Income Dividend Yield | 2.38% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.38% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 39.59% |
One Months | -22.29% |
Three Months | 1.33% |
Six Months | 23.37% |
Nine Months | 5.47% |
One Year | 7.53% |
Three Years | 0.57% |
Five Years | 4.46% |
Ten Years | -999 |
YTD | 0.78% |
Since Inception | 4.79% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.66% |
One Month | -2.18% |
Three Months | 0.33% |
Six Months | 10.97% |
Nine Months | 4.09% |
One Year | 7.52% |
Three Years | 1.72% |
Five Years | 24.35% |
Ten Years | -999 |
YTD | 0.25% |
Since Inception | 42.99% |
Yearly Returns
2024 | 0.25% |
---|---|
2023 | 12.40% |
2022 | -13.61% |
2021 | 7.67% |
2020 | 10.93% |
2019 | 15.00% |
2018 | -2.61% |
2017 | 9.84% |
2016 | -0.02% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -8.62% |
---|---|
Beta | 0.52 |
Correlation | 90.81% |
Downside Deviation | 1.90% |
Coefficient of determination | 82.47% |
Standard Deviation | 1.96% |
Sharpe Ratio | -2.72 |
Sortino | -9.73 |
Treynor | 4.1 |
Ulcer Index | 2.27 |
Ulcer Performance Index | -8.11 |