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SWARX: Schwab Retirement Income (MUTUAL FUND)
Basic Info
Asset Class: | Retirement Income |
MyPlanIQ Rating: | Not Rated |
Start Date: | 07/20/2005 |
Last Dividend Date: | 05/29/2009 |
12-Mo. Yield | 3.20% |
Expenses | - |
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Performance Analytics (As of 07/28/2009)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | Since 07/20/2005 |
2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -4.4 | -1.1 | -0.4 | 1.3 | -12.2 | 3.9 | 7.7 | -1.0 |
Sharpe Ratio | NA | -0.59 | -0.54 | -0.51 | 0.34 | -1.87 | 0.28 | 1.7 | -1.57 |
Draw Down(%) | NA | 12.9 | 19.1 | 19.1 | 6.9 | 17.2 | 2.0 | 1.5 | 1.9 |
Standard Deviation(%) | NA | 8.0 | 5.4 | 4.8 | 6.3 | 7.0 | 3.3 | 2.6 | 3.0 |
Treynor Ratio | NA | -0.08 | -0.05 | -0.04 | 0.04 | -0.22 | 0.01 | 0.07 | -0.07 |
Alpha | NA | -0.02 | -0.02 | -0.01 | -0.02 | -0.03 | -0.01 | 0.01 | -0.02 |
Beta | NA | 0.58 | 0.59 | 0.59 | 0.57 | 0.59 | 0.62 | 0.6 | 0.63 |
RSquared | NA | 0.92 | 0.87 | 0.86 | 0.87 | 0.9 | 0.76 | 0.82 | 0.56 |
Yield(%) | N/A | 3.2 | 4.0 | N/A | 1.2 | 3.7 | 4.9 | 4.1 | 0.0 |
Dividend Growth(%) | N/A | -38.4 | N/A | N/A | -73.7 | -24.0 | 22.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/20/2005
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