SWCRX
2020 Schwab Target
$13.51
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 327.151M |
| 52 Week High | 13.51 |
| 52 Week Low | 11.494 |
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Key Data
| Symbol | SWCRX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.51 |
| Price Yesterday | 13.51 |
| Market Cap | 327.15 |
| YTD Return | 5.71% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0029 |
Overview
| 52 Week High | 13.51 |
|---|---|
| 52 Week Low | 11.49 |
| Market Cap | 327.15M |
| Shares Outstanding | 24.22M |
| Income Dividend Yield | 2.79% |
| Long Term Dividend Yield | 3.94% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 6.73% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 96.74% |
| One Months | 26.56% |
| Three Months | 11.96% |
| Six Months | 13.40% |
| Nine Months | 20.12% |
| One Year | 12.35% |
| Three Years | 1.24% |
| Five Years | 5.08% |
| Ten Years | 5.00% |
| YTD | 11.38% |
| Since Inception | 5.68% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.35% |
| One Month | 1.89% |
| Three Months | 2.82% |
| Six Months | 6.38% |
| Nine Months | 14.56% |
| One Year | 12.34% |
| Three Years | 3.76% |
| Five Years | 28.01% |
| Ten Years | 62.67% |
| YTD | 5.71% |
| Since Inception | 185.38% |
Yearly Returns
| 2024 | 5.71% |
|---|---|
| 2023 | 12.84% |
| 2022 | -14.81% |
| 2021 | 7.86% |
| 2020 | 11.47% |
| 2019 | 16.17% |
| 2018 | -4.47% |
| 2017 | 13.05% |
| 2016 | 4.62% |
| 2015 | 0.20% |
Risk against SP-DA
| Alpha | -6.37% |
|---|---|
| Beta | 0.57 |
| Correlation | 93.48% |
| Downside Deviation | 2.10% |
| Coefficient of determination | 87.39% |
| Standard Deviation | 1.97% |
| Sharpe Ratio | -2.4 |
| Sortino | -7.78 |
| Treynor | 12.2 |
| Ulcer Index | 2.41 |
| Ulcer Performance Index | -6.78 |