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NIKKEI 225
38,244.94
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CRUDE OIL
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Schwab Target 2035 (SWIRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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16.58
-0.03
(-0.18%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Risk overview
Morningstar risk rating
★★★
Number of years up
11
Number of years down
4
Best 1-yr total return (6 May 2024)
28.33%
Worst 1-yr total return (6 May 2024)
N/A
Risk statistics
3 years
SWIRX
Category average
5 years
SWIRX
Category average
10 years
SWIRX
Category average
Alpha
1.51
-0.01
0.89
-0
0.46
-0.01
BETA
1.14
0.01
1.18
0.01
1.21
0.01
Mean annual return
0.22
0.01
0.63
0.01
0.6
0.01
R-squared
97.95
0.98
98.25
0.98
97.26
0.97
Standard deviation
14.33
0.14
14.83
0.12
12.26
0.11
Sharpe ratio
-0.03
0.01
0.36
0.01
0.47
0.01
Treynor ratio
-1.3
0.09
3.77
0.09
4.27
0.07
Data disclaimer
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