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SWYGX: SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 16.88 0.05(0.30%) May 16
Asset Class: | EQUITY |
MyPlanIQ Rating: | (48%) |
Start Date: | 08/31/2016 |
Last Dividend Date: | 12/28/2023 |
12-Mo. Yield | 2.25% |
Expenses | 0.08% |
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Performance Analytics (As of 05/16/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 6.4 | 19.6 | 4.3 | 9.1 | 8.0 | 16.4 | -16.7 | 15.9 | 14.2 | 23.6 | -6.6 | 17.4 | 1.8 |
Sharpe Ratio | NA | 1.09 | 1.28 | 0.1 | 0.42 | 0.49 | 1.08 | -0.9 | 1.55 | 0.52 | 2.41 | -0.63 | 2.94 | 0.6 |
Draw Down(%) | NA | 4.4 | 10.0 | 24.0 | 28.7 | 28.7 | 10.0 | 23.9 | 4.4 | 28.7 | 4.8 | 15.3 | 1.9 | 4.5 |
Standard Deviation(%) | NA | 9.9 | 10.3 | 14.4 | 17.0 | 14.9 | 11.4 | 20.1 | 10.2 | 26.9 | 9.2 | 12.7 | 5.7 | 9.0 |
Treynor Ratio | NA | 0.16 | 0.19 | 0.02 | 0.1 | 0.1 | 0.2 | -0.3 | 0.23 | 0.18 | 0.31 | -0.11 | 0.23 | 0.07 |
Alpha | NA | -0.02 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | -0.02 |
Beta | NA | 0.69 | 0.7 | 0.62 | 0.7 | 0.7 | 0.61 | 0.61 | 0.68 | 0.76 | 0.71 | 0.73 | 0.74 | 0.81 |
RSquared | NA | 0.7 | 0.66 | 0.6 | 0.8 | 0.82 | 0.53 | 0.58 | 0.83 | 0.97 | 0.97 | 0.96 | 0.83 | 0.93 |
Yield(%) | N/A | 0.0 | 2.3 | 1.9 | 2.3 | N/A | 2.4 | 1.7 | 2.1 | 1.9 | 2.4 | 2.0 | 0.0 | 1.1 |
Dividend Growth(%) | N/A | -100.0 | 18.8 | N/A | N/A | N/A | 17.9 | -6.7 | 20.0 | -3.8 | 8.3 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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