SWYNX
2060 Schwab Target IxFd
$18.69
0.00 (0.00%)
Currency in USD / Last Updated: 7/9/2024
| Category | Target Date-2060+ |
|---|---|
| Market Cap | 665.158M |
| 52 Week High | 18.69 |
| 52 Week Low | 14.431 |
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Key Data
| Symbol | SWYNX |
|---|---|
| Type | Mutual Fund |
| Category | Target Date-2060+ |
| Price | 18.69 |
| Price Yesterday | 18.69 |
| Market Cap | 665.16 |
| YTD Return | 10.72% |
Expense Details
| Deferred | 0 |
|---|---|
| 12b-1 | 0 |
| Front Load | 0 |
| Initial Purchase Amount | 0 |
| Redeption Fee | 0 |
| Prospectus | 0.0008 |
Overview
| 52 Week High | 18.69 |
|---|---|
| 52 Week Low | 14.43 |
| Market Cap | 665.16M |
| Shares Outstanding | 35.59M |
| 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 | 120.11% |
| One Months | 39.80% |
| Three Months | 17.60% |
| Six Months | 25.58% |
| Nine Months | 33.02% |
| One Year | 20.22% |
| Three Years | 4.73% |
| Five Years | 10.12% |
| Ten Years | -999 |
| YTD | 21.85% |
| Since Inception | 10.36% |
Returns Total
| One Day | 0.00% |
|---|---|
| Five Days | 1.58% |
| One Month | 2.69% |
| Three Months | 4.06% |
| Six Months | 11.85% |
| Nine Months | 23.55% |
| One Year | 20.20% |
| Three Years | 14.78% |
| Five Years | 61.73% |
| Ten Years | -999 |
| YTD | 10.72% |
| Since Inception | 116.47% |
Yearly Returns
| 2024 | 10.72% |
|---|---|
| 2023 | 21.08% |
| 2022 | -17.96% |
| 2021 | 18.85% |
| 2020 | 14.87% |
| 2019 | 26.11% |
| 2018 | -8.02% |
| 2017 | 21.20% |
| 2016 | 2.55% |
| 2015 | 0.00% |
Risk against SP-DA
| Alpha | -7.13% |
|---|---|
| Beta | 0.94 |
| Correlation | 95.41% |
| Downside Deviation | 3.16% |
| Coefficient of determination | 91.04% |
| Standard Deviation | 3.18% |
| Sharpe Ratio | -0.77 |
| Sortino | -2.68 |
| Treynor | 15.76 |
| Ulcer Index | 3.53 |
| Ulcer Performance Index | -2.4 |