SWYFX
2035 Schwab Target IxFd
$16.55
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2030s |
|---|---|
| Market Cap | 866.093M |
| 52 Week High | 16.55 |
| 52 Week Low | 13.315 |
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Key Data
| Symbol | SWYFX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2030s |
| Price | 16.55 |
| Price Yesterday | 16.55 |
| Market Cap | 866.09 |
| YTD Return | 8.45% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0008 |
Overview
| 52 Week High | 16.55 |
|---|---|
| 52 Week Low | 13.32 |
| Market Cap | 866.09M |
| Shares Outstanding | 52.33M |
| Income Dividend Yield | 1.98% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.98% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 108.96% |
| One Months | 35.09% |
| Three Months | 15.62% |
| Six Months | 19.86% |
| Nine Months | 27.35% |
| One Year | 16.76% |
| Three Years | 3.46% |
| Five Years | 8.19% |
| Ten Years | -999 |
| YTD | 17.05% |
| Since Inception | 8.64% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.47% |
| One Month | 2.41% |
| Three Months | 3.63% |
| Six Months | 9.31% |
| Nine Months | 19.63% |
| One Year | 16.75% |
| Three Years | 10.68% |
| Five Years | 48.09% |
| Ten Years | -999 |
| YTD | 8.45% |
| Since Inception | 91.48% |
Yearly Returns
| 2024 | 8.45% |
|---|---|
| 2023 | 17.81% |
| 2022 | -16.38% |
| 2021 | 14.26% |
| 2020 | 13.85% |
| 2019 | 22.38% |
| 2018 | -6.05% |
| 2017 | 17.84% |
| 2016 | 1.70% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.74% |
|---|---|
| Beta | 0.78 |
| Correlation | 95.11% |
| Downside Deviation | 2.73% |
| Coefficient of determination | 90.46% |
| Standard Deviation | 2.63% |
| Sharpe Ratio | -1.31 |
| Sortino | -4.38 |
| Treynor | 14.66 |
| Ulcer Index | 3 |
| Ulcer Performance Index | -3.99 |