SWIRX
2035 Schwab Target
$17.24
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 602.257M |
| 52 Week High | 17.24 |
| 52 Week Low | 13.857 |
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Key Data
| Symbol | SWIRX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 17.24 |
| Price Yesterday | 17.24 |
| Market Cap | 602.26 |
| YTD Return | 8.77% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0046 |
Overview
| 52 Week High | 17.24 |
|---|---|
| 52 Week Low | 13.86 |
| Market Cap | 602.26M |
| Shares Outstanding | 34.93M |
| Income Dividend Yield | 1.99% |
| Long Term Dividend Yield | 1.15% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 3.15% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 108.95% |
| One Months | 31.47% |
| Three Months | 14.38% |
| Six Months | 20.65% |
| Nine Months | 27.49% |
| One Year | 16.92% |
| Three Years | 2.78% |
| Five Years | 7.83% |
| Ten Years | 6.98% |
| YTD | 17.72% |
| Since Inception | 7.60% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.47% |
| One Month | 2.19% |
| Three Months | 3.36% |
| Six Months | 9.67% |
| Nine Months | 19.73% |
| One Year | 16.91% |
| Three Years | 8.54% |
| Five Years | 45.67% |
| Ten Years | 95.98% |
| YTD | 8.77% |
| Since Inception | 229.64% |
Yearly Returns
| 2024 | 8.77% |
|---|---|
| 2023 | 17.92% |
| 2022 | -18.00% |
| 2021 | 14.22% |
| 2020 | 14.03% |
| 2019 | 21.89% |
| 2018 | -8.25% |
| 2017 | 19.13% |
| 2016 | 6.21% |
| 2015 | -0.11% |
Risk against SP-DA
| Alpha | -6.33% |
|---|---|
| Beta | 0.77 |
| Correlation | 95.28% |
| Downside Deviation | 2.70% |
| Coefficient of determination | 90.78% |
| Standard Deviation | 2.59% |
| Sharpe Ratio | -1.32 |
| Sortino | -4.36 |
| Treynor | 15.07 |
| Ulcer Index | 3.03 |
| Ulcer Performance Index | -3.9 |