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SWNRX: SCHWAB TARGET 2050 FUND SCHWAB TARGET 2050 FUND (MUTUAL FUND)
Basic Info 16.61 0(0.0%) May 21
Asset Class: | Target Date 2046-2050 |
MyPlanIQ Rating: | (5%) |
Start Date: | 01/24/2013 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 3.66% |
Expenses | 0.56% |
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Performance Analytics (As of 05/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 01/24/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | 8.3 | 21.1 | 4.6 | 9.8 | 8.2 | 9.1 | 16.2 | -19.3 | 17.9 | 15.3 | 24.4 | -10.5 | 22.2 | 7.0 | -0.2 | 6.7 | 20.3 |
Sharpe Ratio | NA | 1.78 | 1.57 | 0.13 | 0.43 | 0.45 | 0.53 | 0.94 | -0.94 | 1.47 | 0.51 | 2.19 | -0.82 | 2.7 | 0.53 | -0.02 | 0.62 | 1.99 |
Draw Down(%) | NA | 4.5 | 11.0 | 27.4 | 32.9 | 32.9 | 32.9 | 11.0 | 27.0 | 5.1 | 32.9 | 6.1 | 19.2 | 2.4 | 11.9 | 11.9 | 8.2 | 7.0 |
Standard Deviation(%) | NA | 10.9 | 11.2 | 15.9 | 18.8 | 15.8 | 15.3 | 12.8 | 22.1 | 12.2 | 29.5 | 10.5 | 14.3 | 8.0 | 13.0 | 13.5 | 10.8 | 11.0 |
Treynor Ratio | NA | 0.25 | 0.23 | 0.03 | 0.1 | 0.09 | 0.1 | 0.18 | -0.3 | 0.22 | 0.18 | 0.28 | -0.17 | 0.24 | 0.07 | 0.0 | 0.07 | 0.23 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | -0.02 | 0.0 | 0.0 | -0.03 | 0.01 | -0.01 | -0.01 | -0.02 | -0.02 |
Beta | NA | 0.78 | 0.78 | 0.7 | 0.78 | 0.79 | 0.8 | 0.68 | 0.69 | 0.83 | 0.84 | 0.82 | 0.68 | 0.89 | 0.92 | 0.85 | 0.92 | 0.96 |
RSquared | NA | 0.67 | 0.64 | 0.58 | 0.79 | 0.8 | 0.8 | 0.49 | 0.57 | 0.81 | 0.97 | 0.96 | 0.67 | 0.55 | 0.86 | 0.95 | 0.95 | 0.94 |
Yield(%) | N/A | 0.0 | 3.6 | 5.1 | 5.6 | 5.5 | N/A | 3.9 | 6.1 | 6.7 | 2.6 | 5.9 | 5.5 | 3.2 | 5.5 | 5.5 | 3.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -52.2 | 43.2 | 26.7 | N/A | N/A | -52.2 | 2.7 | 181.9 | -46.5 | -10.5 | 101.3 | -38.9 | -6.6 | 48.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/24/2013
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