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 |