Finance Home - My Yahoo - Yahoo! - Help

Wednesday, December 2, 2009, 9:24AM ET - U.S. Markets open in 6 mins.. Dow  1.23% Nasdaq  0.00%

Schwab MarketTrack Conservative (SWCGX)

On Dec 1: 12.54   0.07 (0.56%)

MORE ON SWCGX

Quotes Summary Historical Prices Charts Interactive Basic Chart Basic Tech. Analysis News & Info Headlines Message Board Fund Profile Performance Holdings Risk Purchase Info Analyst Research Reports

Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 9.52% Worst 1 Yr Total Return (2008): -18.37% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SWCGX Category Alpha (against Standard Index) -2.14 -0.86 Beta (against Standard Index) 0.77 0.74 Mean Annual Return -1.08 0.06 R-squared (against Standard Index) 97 86.33 Standard Deviation 10.31 10.51 Sharpe Ratio -0.29 N/A Treynor Ratio -4.52 N/A 5 Years Statistic SWCGX Category Alpha (against Standard Index) -1.98 -1.44 Beta (against Standard Index) 0.76 0.71 Mean Annual Return 2.33 0.26 R-squared (against Standard Index) 97 84.96 Standard Deviation 8.35 8.32 Sharpe Ratio -0.04 N/A Treynor Ratio -0.91 N/A 10 Years Statistic SWCGX Category Alpha (against Standard Index) -1.09 -1.02 Beta (against Standard Index) 0.73 0.71 Mean Annual Return 3.23 0.29 R-squared (against Standard Index) 94 78.75 Standard Deviation 7.42 8.01 Sharpe Ratio 0.07 N/A Treynor Ratio 0.35 N/A
Add to Portfolio     Set Alert     Email to a Friend Get Risk for Another Symbol: Symbol Lookup • Help with Risk Statistics • Planning Center