Find A Portfolio/Ticker
Comparison Box
SWCRX: SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND (MUTUAL FUND)
Basic Info 12.83 0(0.0%) April 26
Asset Class: | Target Date 2016-2020 |
MyPlanIQ Rating: | (96%) |
Start Date: | 07/20/2005 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 5.48% |
Expenses | 0.29% |
Sign up to get fund ranking change alerts |
Performance Analytics (As of 04/25/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/21/2005 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.3 | 0.2 | 8.3 | 0.2 | 4.4 | 4.8 | 7.6 | 5.3 | 5.3 | -14.5 | 7.9 | 11.5 | 16.2 | -4.5 | 13.0 | 4.6 | 0.2 | 5.8 | 16.2 | 12.8 | 1.0 | 12.5 | 22.6 | -26.6 | 3.5 | 13.5 | 2.5 |
Sharpe Ratio | NA | -0.64 | 0.53 | -0.19 | 0.27 | 0.43 | NA | 0.38 | 0.1 | -1.31 | 0.68 | 0.86 | 3.15 | -0.86 | 3.71 | 0.61 | 0.02 | 0.88 | 2.3 | 1.58 | 0.06 | 1.0 | 1.3 | -1.18 | 0.04 | 1.3 | 0.43 |
Draw Down(%) | NA | 3.3 | 7.2 | 25.0 | 25.0 | 25.0 | NA | 42.2 | 7.2 | 19.4 | 7.0 | 16.0 | 2.0 | 9.1 | 1.0 | 6.4 | 7.0 | 4.9 | 5.7 | 6.7 | 13.4 | 9.2 | 17.8 | 36.3 | 9.1 | 7.6 | 3.4 |
Standard Deviation(%) | NA | 6.5 | 6.9 | 10.6 | 10.3 | 8.6 | NA | 11.1 | 10.1 | 12.2 | 11.7 | 12.9 | 4.7 | 6.7 | 3.4 | 7.2 | 7.9 | 6.5 | 7.0 | 8.1 | 15.2 | 12.4 | 17.3 | 23.3 | 11.7 | 7.9 | 7.4 |
Treynor Ratio | NA | -0.04 | 0.04 | -0.02 | 0.24 | 0.24 | NA | 0.11 | 0.01 | -0.24 | 1.13 | 0.34 | 8.29 | -0.41 | 0.15 | 0.05 | 0.0 | 0.06 | 0.17 | 0.14 | 0.01 | 0.13 | 0.25 | -0.33 | 0.0 | 0.11 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | NA | 0.01 | -0.02 | -0.04 | 0.03 | 0.03 | 0.05 | -0.02 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | -0.02 | 0.0 | NA |
Beta | NA | 1.02 | 0.89 | 0.81 | 0.12 | 0.16 | NA | 0.38 | 0.86 | 0.66 | 0.07 | 0.33 | 0.02 | 0.14 | 0.85 | 0.85 | 0.93 | 1.01 | 0.97 | 0.9 | 0.99 | 0.98 | 0.9 | 0.83 | 1.02 | 0.94 | NA |
RSquared | NA | 0.79 | 0.64 | 0.39 | 0.09 | 0.14 | NA | 0.38 | 0.32 | 0.43 | 0.01 | 0.4 | 0.04 | 0.22 | 0.85 | 0.9 | 0.98 | 0.98 | 0.98 | 0.85 | 0.98 | 0.92 | 0.97 | 0.98 | 0.96 | 0.41 | 0.0 |
Yield(%) | N/A | 0.0 | 7.2 | 6.0 | 6.0 | 5.5 | 7.2 | N/A | 7.5 | 4.9 | 7.7 | 4.2 | 6.3 | 5.4 | 6.1 | 5.6 | 5.4 | 2.3 | 1.9 | 2.4 | 2.1 | 2.2 | 2.5 | 2.4 | 4.1 | 2.1 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 23.0 | 29.6 | 23.2 | N/A | N/A | N/A | 23.0 | -35.7 | 94.9 | -26.3 | 3.9 | -4.9 | 8.0 | -1.3 | 145.2 | 34.8 | -11.5 | 13.0 | 4.5 | 4.8 | -25.0 | -41.7 | 118.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2005
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Target Date 2016-2020 Asset Class Trend Rankings |
Top Rated Funds in Target Date 2016-2020
Best Mutual Funds
- TRRBX (T.ROWE PRICE RETIREMENT 2020 FUND T. ROWE PRICE RETIREMENT 2020 FUND) 0.50% (100%)
- FFFDX (FIDELITY FREEDOM 2020 FUND FIDELITY FREEDOM 2020 FUND) 0.57% (98%)
- SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) 0.0% (96%)
- TCLTX (TIAA-CREF LIFECYCLE 2020 FUND RETIREMENT CLASS) 0.55% (94%)
- FDIFX (FIDELITY ADVISOR FREEDOM 2020 FUND CLASS I) 0.51% (92%)
- PLWIX (PRINCIPAL LIFETIME 2020 FUND INSTITUTIONAL CLASS) 0.50% (90%)
- PTBPX (PRINCIPAL LIFETIME 2020 FUND R-5) 0.50% (88%)
- SPGRX (DEUTSCHE MULTI-ASSET GLOBAL ALLOCATION FUND CLASS S) 0.80% (86%)
- MRTSX (MASSMUTUAL RETIRESMART 2020 FUND SERVICE CLASS) 0.37% (82%)
- MRTYX (MASSMUTUAL RETIRESMART 2020 FUND ADMINISTRATIVE CLASS) 0.47% (80%)