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 |