SWYLX
2020 Schwab Target IxFd
$12.61
0.00 (0.00%)
Currency in USD / Last Updated: 4/19/2024
Category | Target Date-2020s |
---|---|
Market Cap | 268.522M |
52 Week High | 13.05 |
52 Week Low | 11.363 |
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Key Data
Symbol | SWYLX |
---|---|
Type | Mutual Fund |
Category | Target Date-2020s |
Price | 12.61 |
Price Yesterday | 12.61 |
Market Cap | 268.52 |
YTD Return | -0.24% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0008 |
Overview
52 Week High | 13.05 |
---|---|
52 Week Low | 11.36 |
Market Cap | 268.52M |
Shares Outstanding | 21.29M |
Income Dividend Yield | 2.63% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 2.63% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | -47.06% |
One Months | -22.95% |
Three Months | 1.28% |
Six Months | 21.07% |
Nine Months | 4.25% |
One Year | 7.21% |
Three Years | 0.63% |
Five Years | 4.60% |
Ten Years | -999 |
YTD | -0.79% |
Since Inception | 5.24% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | -1.25% |
One Month | -2.25% |
Three Months | 0.32% |
Six Months | 9.94% |
Nine Months | 3.18% |
One Year | 7.20% |
Three Years | 1.89% |
Five Years | 25.14% |
Ten Years | -999 |
YTD | -0.24% |
Since Inception | 47.57% |
Yearly Returns
2024 | -0.24% |
---|---|
2023 | 12.89% |
2022 | -13.81% |
2021 | 8.05% |
2020 | 11.04% |
2019 | 16.22% |
2018 | -3.10% |
2017 | 12.10% |
2016 | 0.37% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -6.86% |
---|---|
Beta | 0.54 |
Correlation | 92.72% |
Downside Deviation | 1.95% |
Coefficient of determination | 85.97% |
Standard Deviation | 1.99% |
Sharpe Ratio | -2.07 |
Sortino | -7.33 |
Treynor | 3.39 |
Ulcer Index | 2.31 |
Ulcer Performance Index | -6.16 |