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SWCRX: SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND (MUTUAL FUND)
Basic Info 12.81 0(0.0%) April 17
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% |
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Performance Analytics (As of 04/16/2024)
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(%) | -1.5 | 0.0 | 7.6 | 0.3 | 4.4 | 4.9 | 7.5 | 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 | 0.36 | 0.83 | -0.11 | 0.31 | 0.47 | NA | 0.39 | 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 | 1.7 | 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 | 6.3 | 6.8 | 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 | 0.02 | 0.06 | -0.01 | 0.27 | 0.26 | 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 | 0.01 | 0.01 | 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 | 0.98 | 0.88 | 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 | 0.63 | 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 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/21/2005
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