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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

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