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SWIRX: SCHWAB TARGET 2035 FUND SCHWAB TARGET 2035 FUND (MUTUAL FUND)
Basic Info 16.31 0.12(0.74%) April 26
Asset Class: | Target Date 2031-2035 |
MyPlanIQ Rating: | (71%) |
Start Date: | 03/14/2008 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 6.34% |
Expenses | 0.47% |
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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 03/14/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 2.6 | 15.1 | 1.8 | 7.0 | 6.8 | 9.8 | 7.1 | 13.5 | -17.6 | 14.3 | 14.0 | 21.9 | -8.3 | 19.1 | 6.2 | -0.1 | 6.5 | 24.1 | 15.6 | -1.2 | 14.6 | 26.5 | -24.6 |
Sharpe Ratio | NA | -0.08 | 0.82 | -0.06 | 0.33 | 0.44 | NA | 0.41 | 0.87 | -1.03 | 1.49 | 0.58 | 2.41 | -0.87 | 3.46 | 0.54 | -0.01 | 0.68 | 2.51 | 1.38 | -0.06 | 0.88 | 1.25 | -1.04 |
Draw Down(%) | NA | 4.4 | 9.5 | 24.8 | 27.6 | 27.6 | NA | 42.6 | 9.5 | 24.4 | 4.2 | 27.6 | 4.7 | 15.3 | 1.5 | 10.2 | 10.3 | 7.1 | 6.6 | 9.6 | 18.7 | 12.8 | 20.1 | 38.9 |
Standard Deviation(%) | NA | 9.2 | 9.4 | 13.2 | 15.4 | 12.9 | NA | 15.3 | 10.7 | 18.5 | 9.6 | 23.8 | 8.5 | 11.0 | 5.4 | 11.1 | 11.7 | 9.5 | 9.6 | 11.4 | 20.9 | 16.5 | 21.1 | 29.4 |
Treynor Ratio | NA | -0.01 | 0.09 | -0.01 | 0.05 | 0.06 | NA | 0.07 | 0.11 | -0.22 | 0.15 | 0.14 | 0.2 | -0.11 | 0.19 | 0.06 | 0.0 | 0.06 | 0.24 | 0.17 | -0.01 | 0.15 | 0.32 | -0.42 |
Alpha | NA | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.03 |
Beta | NA | 1.0 | 0.86 | 0.88 | 0.95 | 0.95 | NA | 0.88 | 0.82 | 0.88 | 0.99 | 0.99 | 1.0 | 0.91 | 1.0 | 0.93 | 0.98 | 1.04 | 0.99 | 0.91 | 0.97 | 0.96 | 0.83 | 0.73 |
RSquared | NA | 0.76 | 0.63 | 0.64 | 0.83 | 0.87 | NA | 0.91 | 0.5 | 0.63 | 0.88 | 1.0 | 0.99 | 0.9 | 0.91 | 0.92 | 0.99 | 0.98 | 0.98 | 0.85 | 0.98 | 0.96 | 0.96 | 0.98 |
Yield(%) | N/A | 0.0 | 3.7 | 4.8 | 5.4 | 5.7 | 8.2 | N/A | 3.9 | 5.7 | 6.3 | 3.1 | 7.2 | 6.1 | 3.8 | 5.8 | 7.5 | 6.2 | 2.0 | 2.1 | 1.5 | 1.7 | 0.0 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | -47.6 | 10.0 | -3.6 | N/A | N/A | N/A | -47.6 | -2.8 | 120.8 | -50.0 | 1.1 | 82.7 | -32.5 | -29.4 | 22.5 | 270.8 | 9.1 | 37.5 | 0.0 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/14/2008
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