SWYJX
2055 Schwab Target IxFd
$18.53
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2050s |
|---|---|
| Market Cap | 577.141M |
| 52 Week High | 18.53 |
| 52 Week Low | 14.355 |
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Key Data
| Symbol | SWYJX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2050s |
| Price | 18.53 |
| Price Yesterday | 18.53 |
| Market Cap | 577.14 |
| YTD Return | 10.56% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0008 |
Overview
| 52 Week High | 18.53 |
|---|---|
| 52 Week Low | 14.36 |
| Market Cap | 577.14M |
| Shares Outstanding | 31.15M |
| Income Dividend Yield | 1.80% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 1.80% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 115.58% |
| One Months | 39.24% |
| Three Months | 17.50% |
| Six Months | 25.08% |
| Nine Months | 32.50% |
| One Year | 19.93% |
| Three Years | 4.62% |
| Five Years | 9.94% |
| Ten Years | -999 |
| YTD | 21.51% |
| Since Inception | 10.23% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.53% |
| One Month | 2.66% |
| Three Months | 4.04% |
| Six Months | 11.63% |
| Nine Months | 23.20% |
| One Year | 19.91% |
| Three Years | 14.42% |
| Five Years | 60.43% |
| Ten Years | -999 |
| YTD | 10.56% |
| Since Inception | 114.49% |
Yearly Returns
| 2024 | 10.56% |
|---|---|
| 2023 | 20.80% |
| 2022 | -17.83% |
| 2021 | 18.36% |
| 2020 | 14.78% |
| 2019 | 25.80% |
| 2018 | -7.86% |
| 2017 | 21.00% |
| 2016 | 2.58% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -7.06% |
|---|---|
| Beta | 0.93 |
| Correlation | 95.36% |
| Downside Deviation | 3.12% |
| Coefficient of determination | 90.93% |
| Standard Deviation | 3.13% |
| Sharpe Ratio | -0.81 |
| Sortino | -2.82 |
| Treynor | 15.71 |
| Ulcer Index | 3.51 |
| Ulcer Performance Index | -2.5 |