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SWYMX

2050 Schwab Target IxFd

$18.27 0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
Category Target Date-2050s
Market Cap 876.28M
52 Week High 18.27
52 Week Low 14.207
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Key Data
Symbol SWYMX
Type Mutual Fund
Category Target Date-2050s
Price 18.27
Price Yesterday 18.27
Market Cap 876.28
YTD Return 10.33%
Expense Details
Deferred 0
12b-1 0
Front Load 0
Initial Purchase Amount 0
Redeption Fee 0
Prospectus 0.0008
Overview
52 Week High 18.27
52 Week Low 14.21
Market Cap 876.28M
Shares Outstanding 47.96M
Income Dividend Yield 1.81%
Long Term Dividend Yield 0.00%
Short Term Dividend Yield 0.00%
52 Week Yield (All) 1.81%
Returns Annualized
One Day 0.00%
Five Days 117.97%
One Months 39.91%
Three Months 17.50%
Six Months 24.57%
Nine Months 31.98%
One Year 19.63%
Three Years 4.51%
Five Years 9.75%
Ten Years -999
YTD 21.01%
Since Inception 10.03%
Returns Total
One Day 0.00%
Five Days 1.56%
One Month 2.70%
Three Months 4.04%
Six Months 11.40%
Nine Months 22.84%
One Year 19.61%
Three Years 14.07%
Five Years 59.06%
Ten Years -999
YTD 10.33%
Since Inception 111.48%
Yearly Returns
2024 10.33%
2023 20.56%
2022 -17.67%
2021 17.80%
2020 14.66%
2019 25.35%
2018 -7.58%
2017 20.47%
2016 2.45%
2015 0.00%
Risk against SP-DA
Alpha -7.05%
Beta 0.91
Correlation 95.53%
Downside Deviation 3.05%
Coefficient of determination 91.27%
Standard Deviation 3.07%
Sharpe Ratio -0.85
Sortino -2.98
Treynor 15.62
Ulcer Index 3.43
Ulcer Performance Index -2.65

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