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SWBRX: SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND (MUTUAL FUND)
Basic Info 12.87 0(0.0%) April 16
Asset Class: | Target Date 2000-2010 |
MyPlanIQ Rating: | (95%) |
Start Date: | 07/01/2005 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 4.13% |
Expenses | 0.26% |
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Performance Analytics (As of 04/15/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/05/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -2.0 | 0.0 | 6.5 | 0.3 | 4.1 | 4.3 | 6.1 | 4.4 | 7.2 | -14.0 | 7.0 | 11.2 | 14.5 | -3.5 | 10.2 | 4.1 | 0.4 | 5.2 | 9.7 | 9.6 | 2.6 | 9.9 | 15.9 | -23.7 | 3.9 | 12.7 | 4.4 |
Sharpe Ratio | NA | 0.04 | 0.69 | -0.17 | 0.31 | 0.48 | NA | 0.39 | 0.36 | -1.39 | 0.83 | 0.97 | 3.39 | -0.91 | 3.67 | 0.77 | 0.08 | 1.19 | 1.97 | 1.85 | 0.28 | 1.19 | 1.22 | -1.26 | 0.09 | 1.31 | 0.96 |
Draw Down(%) | NA | 1.7 | 6.5 | 22.1 | 22.1 | 22.1 | NA | 37.5 | 6.5 | 18.4 | 4.6 | 14.2 | 1.5 | 7.0 | 0.9 | 4.1 | 5.1 | 3.2 | 4.7 | 4.0 | 7.9 | 5.2 | 14.8 | 32.4 | 8.3 | 7.0 | 3.2 |
Standard Deviation(%) | NA | 6.0 | 6.3 | 8.9 | 8.8 | 7.0 | NA | 8.8 | 8.0 | 11.1 | 8.4 | 11.3 | 3.9 | 5.2 | 2.6 | 5.1 | 5.5 | 4.4 | 4.9 | 5.2 | 9.2 | 8.2 | 12.9 | 19.5 | 10.7 | 7.2 | 6.8 |
Treynor Ratio | NA | 0.0 | 0.05 | -0.02 | 0.03 | 0.03 | NA | 0.03 | 0.03 | -0.16 | 0.06 | 0.09 | 0.11 | -0.04 | 0.09 | 0.04 | 0.0 | 0.04 | 0.08 | 0.08 | 0.02 | 0.08 | 0.11 | -0.15 | 0.0 | 0.06 | 0.05 |
Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.02 | -0.03 | -0.03 | 0.02 | 0.02 |
Beta | NA | 1.05 | 0.95 | 0.96 | 1.05 | 1.08 | NA | 1.31 | 0.9 | 0.96 | 1.14 | 1.16 | 1.15 | 1.16 | 1.04 | 1.1 | 1.24 | 1.3 | 1.2 | 1.24 | 1.46 | 1.29 | 1.47 | 1.63 | 1.97 | 1.53 | 1.26 |
RSquared | NA | 0.78 | 0.68 | 0.49 | 0.67 | 0.71 | NA | 0.77 | 0.41 | 0.56 | 0.32 | 0.98 | 0.92 | 0.9 | 0.78 | 0.83 | 0.94 | 0.89 | 0.91 | 0.74 | 0.89 | 0.69 | 0.91 | 0.9 | 0.74 | 0.7 | 0.39 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/05/2005
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