SWYLX
2020 Schwab Target IxFd
$13.33
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2020s |
|---|---|
| Market Cap | 280.001M |
| 52 Week High | 13.33 |
| 52 Week Low | 11.363 |
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Key Data
| Symbol | SWYLX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2020s |
| Price | 13.33 |
| Price Yesterday | 13.33 |
| Market Cap | 280.00 |
| YTD Return | 5.46% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0008 |
Overview
| 52 Week High | 13.33 |
|---|---|
| 52 Week Low | 11.36 |
| Market Cap | 280.00M |
| Shares Outstanding | 21.01M |
| Income Dividend Yield | 2.48% |
| Long Term Dividend Yield | 0.00% |
| Short Term Dividend Yield | 0.00% |
| 52 Week Yield (All) | 2.48% |
Returns Annualized
| One Day | 0.00% |
|---|---|
| Five Days | 98.55% |
| One Months | 26.97% |
| Three Months | 12.13% |
| Six Months | 12.87% |
| Nine Months | 19.72% |
| One Year | 12.13% |
| Three Years | 1.66% |
| Five Years | 5.25% |
| Ten Years | -999 |
| YTD | 10.86% |
| Since Inception | 5.84% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.37% |
| One Month | 1.91% |
| Three Months | 2.85% |
| Six Months | 6.13% |
| Nine Months | 14.27% |
| One Year | 12.12% |
| Three Years | 5.04% |
| Five Years | 29.08% |
| Ten Years | -999 |
| YTD | 5.46% |
| Since Inception | 56.00% |
Yearly Returns
| 2024 | 5.46% |
|---|---|
| 2023 | 12.89% |
| 2022 | -13.81% |
| 2021 | 8.05% |
| 2020 | 11.04% |
| 2019 | 16.22% |
| 2018 | -3.10% |
| 2017 | 12.10% |
| 2016 | 0.37% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -6.74% |
|---|---|
| Beta | 0.58 |
| Correlation | 93.00% |
| Downside Deviation | 2.03% |
| Coefficient of determination | 86.49% |
| Standard Deviation | 2.00% |
| Sharpe Ratio | -2.39 |
| Sortino | -8.18 |
| Treynor | 11.68 |
| Ulcer Index | 2.37 |
| Ulcer Performance Index | -7 |