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Schwab Target 2015 (SWGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.72-0.04 (-0.37%)
At close: 08:00PM EDT

Risk overview

Morningstar risk rating★★★
Number of years up13
Number of years down2
Best 1-yr total return (24 Apr 2024)19.49%
Worst 1-yr total return (24 Apr 2024)N/A

Risk statistics

3 years
SWGRXCategory average
5 years
SWGRXCategory average
10 years
SWGRXCategory average
Alpha
-0.890
-0.380
-0.130
BETA
0.80.01
0.750.01
0.740.01
Mean annual return
0.20.01
0.450.01
0.410.01
R-squared
97.80.96
96.820.96
96.370.95
Standard deviation
10.140.09
9.470.07
7.480.07
Sharpe ratio
-0.050.01
0.350.01
0.460.01
Treynor ratio
-1.320.11
3.890.1
4.350.08