SWBRX
2010 Schwab Target
$13.47
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 42.162M |
| 52 Week High | 13.47 |
| 52 Week Low | 11.626 |
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Key Data
| Symbol | SWBRX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 13.47 |
| Price Yesterday | 13.47 |
| Market Cap | 42.16 |
| YTD Return | 4.91% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0026 |
Overview
| 52 Week High | 13.47 |
|---|---|
| 52 Week Low | 11.63 |
| Market Cap | 42.16M |
| Shares Outstanding | 3.13M |
| Income Dividend Yield | 2.79% |
| Long Term Dividend Yield | 1.36% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 4.14% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 89.79% |
| One Months | 24.26% |
| Three Months | 10.96% |
| Six Months | 11.65% |
| Nine Months | 18.28% |
| One Year | 11.20% |
| Three Years | 0.87% |
| Five Years | 4.56% |
| Ten Years | 4.45% |
| YTD | 9.74% |
| Since Inception | 4.71% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.28% |
| One Month | 1.74% |
| Three Months | 2.59% |
| Six Months | 5.56% |
| Nine Months | 13.25% |
| One Year | 11.18% |
| Three Years | 2.61% |
| Five Years | 24.88% |
| Ten Years | 54.42% |
| YTD | 4.91% |
| Since Inception | 139.34% |
Yearly Returns
| 2024 | 4.91% |
|---|---|
| 2023 | 11.83% |
| 2022 | -14.25% |
| 2021 | 6.98% |
| 2020 | 11.18% |
| 2019 | 14.53% |
| 2018 | -3.45% |
| 2017 | 10.24% |
| 2016 | 4.15% |
| 2015 | 0.44% |
Risk against SP-DA
| Alpha | -6.63% |
|---|---|
| Beta | 0.53 |
| Correlation | 92.79% |
| Downside Deviation | 1.94% |
| Coefficient of determination | 86.09% |
| Standard Deviation | 1.85% |
| Sharpe Ratio | -2.73 |
| Sortino | -9.01 |
| Treynor | 10.91 |
| Ulcer Index | 2.25 |
| Ulcer Performance Index | -7.79 |