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Schwab MarketTrack All Equity (SWEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.35+0.04 (+0.17%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★
Number of years up17
Number of years down8
Best 1-yr total return (9 May 2024)29.74%
Worst 1-yr total return (9 May 2024)N/A

Risk statistics

3 years
SWEGXCategory average
5 years
SWEGXCategory average
10 years
SWEGXCategory average
Alpha
4.77-0.03
2.53-0.02
1.05-0.01
BETA
1.350.02
1.480.02
1.510.02
Mean annual return
0.460.01
0.860.01
0.760.01
R-squared
96.290.95
95.530.94
94.670.92
Standard deviation
17.050.19
18.840.15
15.510.14
Sharpe ratio
0.140.01
0.430.01
0.490.01
Treynor ratio
0.80.08
4.530.08
4.440.06