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SWYEX

2030 Schwab Target IxFd

$15.23 0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category Target Date-2030s
Market Cap 1089.275M
52 Week High 15.23
52 Week Low 12.818
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Key Data
Symbol SWYEX
Type Mutual Fund
Category Target Date-2030s
Price 15.23
Price Yesterday 15.23
Market Cap 1,089.28
YTD Return 4.53%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0008
Overview
52 Week High 15.23
52 Week Low 12.82
Market Cap 1,089.28M
Shares Outstanding 71.52M
Income Dividend Yield 2.18%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 2.18%
Returns Annualized
One Day 0.00%
Five Days 18.05%
One Months 32.94%
Three Months 20.11%
Six Months 32.59%
Nine Months 14.93%
One Year 15.34%
Three Years 4.00%
Five Years 7.61%
Ten Years -999
YTD 20.11%
Since Inception 8.00%
Returns Total
One Day 0.00%
Five Days 0.33%
One Month 2.28%
Three Months 4.53%
Six Months 14.87%
Nine Months 10.87%
One Year 15.13%
Three Years 12.43%
Five Years 44.18%
Ten Years -999
YTD 4.53%
Since Inception 78.25%
Yearly Returns
2024 4.53%
2023 16.33%
2022 -15.71%
2021 12.59%
2020 13.17%
2019 20.89%
2018 -5.08%
2017 16.21%
2016 2.35%
2015 0.00%
Risk against SP-DA
Alpha -7.54%
Beta 0.69
Correlation 95.83%
Downside Deviation 2.55%
Coefficient of determination 91.83%
Standard Deviation 2.42%
Sharpe Ratio -1.99
Sortino -6.53
Treynor 18.24
Ulcer Index 2.65
Ulcer Performance Index -6.27

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