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Schwab Target 2015 (SWGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD

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10.87

+0.07

(+0.65%)

At close: 08:05AM EDT

Risk overview

Morningstar risk rating★★★

Number of years up13

Number of years down2

Best 1-yr total return (2 May 2024)19.49%

Worst 1-yr total return (2 May 2024)N/A

Risk statistics

3 years

SWGRXCategory average

5 years

SWGRXCategory average

10 years

SWGRXCategory average

Alpha

-1.030

-0.540

-0.180

BETA

0.810.01

0.750.01

0.740.01

Mean annual return

0.060.01

0.380.01

0.380.01

R-squared

97.790.96

96.820.96

96.390.95

Standard deviation

10.220.09

9.570.07

7.550.07

Sharpe ratio

-0.240.01

0.240.01

0.40.01

Treynor ratio

-3.680.11

2.560.1

3.840.08