SWYAX
2010 Schwab Target IxFd
$12.47
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-Before 2020 |
|---|---|
| Market Cap | 46.716M |
| 52 Week High | 12.47 |
| 52 Week Low | 10.773 |
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Key Data
| Symbol | SWYAX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-Before 2020 |
| Price | 12.47 |
| Price Yesterday | 12.47 |
| Market Cap | 46.72 |
| YTD Return | 4.70% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0008 |
Overview
| 52 Week High | 12.47 |
|---|---|
| 52 Week Low | 10.77 |
| Market Cap | 46.72M |
| Shares Outstanding | 3.75M |
| Income Dividend Yield | 2.73% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.73% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 91.84% |
| One Months | 25.17% |
| Three Months | 11.53% |
| Six Months | 11.31% |
| Nine Months | 17.93% |
| One Year | 11.05% |
| Three Years | 1.18% |
| Five Years | 4.63% |
| Ten Years | -999 |
| YTD | 9.33% |
| Since Inception | 5.03% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.30% |
| One Month | 1.80% |
| Three Months | 2.72% |
| Six Months | 5.41% |
| Nine Months | 13.00% |
| One Year | 11.04% |
| Three Years | 3.55% |
| Five Years | 25.30% |
| Ten Years | -999 |
| YTD | 4.70% |
| Since Inception | 46.93% |
Yearly Returns
| 2024 | 4.70% |
|---|---|
| 2023 | 11.77% |
| 2022 | -13.30% |
| 2021 | 6.99% |
| 2020 | 10.61% |
| 2019 | 14.56% |
| 2018 | -2.27% |
| 2017 | 9.48% |
| 2016 | -0.15% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -7.06% |
|---|---|
| Beta | 0.55 |
| Correlation | 92.15% |
| Downside Deviation | 1.90% |
| Coefficient of determination | 84.91% |
| Standard Deviation | 1.90% |
| Sharpe Ratio | -2.68 |
| Sortino | -9.29 |
| Treynor | 10.4 |
| Ulcer Index | 2.21 |
| Ulcer Performance Index | -7.98 |