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Schwab MarketTrack All Equity (SWEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.70+0.18 (+0.80%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up17
Number of years down8
Best 1-yr total return (25 Apr 2024)29.74%
Worst 1-yr total return (25 Apr 2024)N/A

Risk statistics

3 years
SWEGXCategory average
5 years
SWEGXCategory average
10 years
SWEGXCategory average
Alpha
4.72-0.03
2.49-0.02
0.83-0.01
BETA
1.340.02
1.480.02
1.520.02
Mean annual return
0.690.01
0.990.01
0.80.01
R-squared
96.240.95
95.480.94
94.580.92
Standard deviation
16.960.19
18.740.15
15.440.14
Sharpe ratio
0.320.01
0.520.01
0.520.01
Treynor ratio
3.040.08
5.670.08
4.750.06