SWTSX
Schwab Total Stock Market IxFd
$93.65
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Large Cap |
|---|---|
| Market Cap | 24574.51M |
| 52 Week High | 93.65 |
| 52 Week Low | 68.98 |
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Key Data
| Symbol | SWTSX |
|---|---|
| Type | Mutual Fund |
| Category | Large Cap |
| Price | 93.65 |
| Price Yesterday | 93.65 |
| Market Cap | 24,574.51 |
| YTD Return | 15.66% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0003 |
Overview
| 52 Week High | 93.65 |
|---|---|
| 52 Week Low | 68.98 |
| Market Cap | 24,574.51M |
| Shares Outstanding | 262.41M |
| Income Dividend Yield | 1.22% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.22% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 128.31% |
| One Months | 62.81% |
| Three Months | 26.92% |
| Six Months | 35.84% |
| Nine Months | 40.37% |
| One Year | 26.83% |
| Three Years | 8.10% |
| Five Years | 14.18% |
| Ten Years | 12.23% |
| YTD | 32.62% |
| Since Inception | 7.92% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.65% |
| One Month | 3.94% |
| Three Months | 6.03% |
| Six Months | 16.25% |
| Nine Months | 28.58% |
| One Year | 26.80% |
| Three Years | 26.18% |
| Five Years | 93.73% |
| Ten Years | 216.17% |
| YTD | 15.66% |
| Since Inception | 568.74% |
Yearly Returns
| 2024 | 15.66% |
|---|---|
| 2023 | 26.04% |
| 2022 | -19.53% |
| 2021 | 25.64% |
| 2020 | 20.71% |
| 2019 | 30.88% |
| 2018 | -5.30% |
| 2017 | 21.06% |
| 2016 | 12.58% |
| 2015 | 0.41% |
Risk against SP-DA
| Alpha | -2.68% |
|---|---|
| Beta | 1.03 |
| Correlation | 99.52% |
| Downside Deviation | 3.01% |
| Coefficient of determination | 99.04% |
| Standard Deviation | 3.34% |
| Sharpe Ratio | -0.16 |
| Sortino | -0.63 |
| Treynor | 20.75 |
| Ulcer Index | 3.22 |
| Ulcer Performance Index | -0.59 |