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SWYNX

2060 Schwab Target IxFd

$18.04 0.16 (0.89%)
Currency in USD / Last Updated: 3/27/2024
Category Target Date-2060+
Market Cap 606.974M
52 Week High 18.04
52 Week Low 14.412
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Key Data
Symbol SWYNX
Type Mutual Fund
Category Target Date-2060+
Price 18.04
Price Yesterday 17.88
Market Cap 606.97
YTD Return 6.87%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0008
Overview
52 Week High 18.04
52 Week Low 14.41
Market Cap 606.97M
Shares Outstanding 33.65M
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 846.18%
Five Days 28.70%
One Months 45.05%
Three Months 29.76%
Six Months 44.36%
Nine Months 22.25%
One Year 25.20%
Three Years 6.10%
Five Years 10.44%
Ten Years -999
YTD 32.24%
Since Inception 10.24%
Returns Total
One Day 0.89%
Five Days 0.50%
One Month 3.14%
Three Months 6.61%
Six Months 19.95%
Nine Months 16.24%
One Year 25.17%
Three Years 19.38%
Five Years 64.13%
Ten Years -999
YTD 6.87%
Since Inception 108.94%
Yearly Returns
2024 6.87%
2023 21.08%
2022 -17.96%
2021 18.85%
2020 14.87%
2019 26.11%
2018 -8.02%
2017 21.20%
2016 2.55%
2015 0.00%
Risk against SP-DA
Alpha -7.41%
Beta 0.95
Correlation 97.17%
Downside Deviation 3.05%
Coefficient of determination 94.42%
Standard Deviation 3.28%
Sharpe Ratio -0.78
Sortino -2.91
Treynor 21.01
Ulcer Index 3.43
Ulcer Performance Index -2.6

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