SWYMX
2050 Schwab Target IxFd
$17.65
0.00 (0.00%)
Currency in USD / Last Updated: 3/28/2024
Category | Target Date-2050s |
---|---|
Market Cap | 795.155M |
52 Week High | 17.65 |
52 Week Low | 14.207 |
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Key Data
Symbol | SWYMX |
---|---|
Type | Mutual Fund |
Category | Target Date-2050s |
Price | 17.65 |
Price Yesterday | 17.65 |
Market Cap | 795.16 |
YTD Return | 6.58% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.0008 |
Overview
52 Week High | 17.65 |
---|---|
52 Week Low | 14.21 |
Market Cap | 795.16M |
Shares Outstanding | 45.05M |
Income Dividend Yield | 1.88% |
Long Term Dividend Yield | 0.00% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 1.88% |
Returns Annualized
One Day | 0.00% |
---|---|
Five Days | 12.13% |
One Months | 43.69% |
Three Months | 30.16% |
Six Months | 42.03% |
Nine Months | 19.75% |
One Year | 20.87% |
Three Years | 5.93% |
Five Years | 9.90% |
Ten Years | -999 |
YTD | 30.16% |
Since Inception | 9.90% |
Returns Total
One Day | 0.00% |
---|---|
Five Days | 0.23% |
One Month | 2.92% |
Three Months | 6.58% |
Six Months | 18.82% |
Nine Months | 14.30% |
One Year | 20.58% |
Three Years | 18.75% |
Five Years | 60.15% |
Ten Years | -999 |
YTD | 6.58% |
Since Inception | 104.28% |
Yearly Returns
2024 | 6.58% |
---|---|
2023 | 20.56% |
2022 | -17.67% |
2021 | 17.80% |
2020 | 14.66% |
2019 | 25.35% |
2018 | -7.58% |
2017 | 20.47% |
2016 | 2.44% |
2015 | 0.00% |
Risk against SP-DA
Alpha | -7.88% |
---|---|
Beta | 0.92 |
Correlation | 97.57% |
Downside Deviation | 3.00% |
Coefficient of determination | 95.21% |
Standard Deviation | 3.17% |
Sharpe Ratio | -0.93 |
Sortino | -3.4 |
Treynor | 20.63 |
Ulcer Index | 3.32 |
Ulcer Performance Index | -3.07 |