SWYJX
2055 Schwab Target IxFd
$17.04
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 505.439M |
| 52 Week High | 17.9 |
| 52 Week Low | 14.355 |
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Key Data
| Symbol | SWYJX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 17.04 |
| Price Yesterday | 17.04 |
| Market Cap | 505.44 |
| YTD Return | 1.67% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0008 |
Overview
| 52 Week High | 17.90 |
|---|---|
| 52 Week Low | 14.36 |
| Market Cap | 505.44M |
| Shares Outstanding | 29.66M |
| Income Dividend Yield | 1.96% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.96% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | -66.17% |
| One Months | -32.75% |
| Three Months | 9.19% |
| Six Months | 33.15% |
| Nine Months | 8.17% |
| One Year | 13.97% |
| Three Years | 2.99% |
| Five Years | 8.52% |
| Ten Years | -999 |
| YTD | 5.65% |
| Since Inception | 9.32% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | -2.13% |
| One Month | -3.40% |
| Three Months | 2.22% |
| Six Months | 15.24% |
| Nine Months | 6.10% |
| One Year | 13.96% |
| Three Years | 9.24% |
| Five Years | 50.38% |
| Ten Years | -999 |
| YTD | 1.67% |
| Since Inception | 97.22% |
Yearly Returns
| 2024 | 1.67% |
|---|---|
| 2023 | 20.80% |
| 2022 | -17.83% |
| 2021 | 18.36% |
| 2020 | 14.78% |
| 2019 | 25.80% |
| 2018 | -7.86% |
| 2017 | 21.00% |
| 2016 | 2.57% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.45% |
|---|---|
| Beta | 0.93 |
| Correlation | 97.56% |
| Downside Deviation | 3.00% |
| Coefficient of determination | 95.18% |
| Standard Deviation | 3.27% |
| Sharpe Ratio | -0.66 |
| Sortino | -2.5 |
| Treynor | 9.19 |
| Ulcer Index | 3.47 |
| Ulcer Performance Index | -2.16 |