Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Friday, December 4, 2009, 10:45AM ET - U.S. Markets close in 5 hours and 15 minutes. Dow Up 1.23% Nasdaq Up 1.83%
Schwab Target 2020 (SWCRX)On Dec 3: 10.06  Down 0.05 (0.49%)  
MORE ON SWCRX
Quotes
Charts
News & Info
Fund
HereRisk
Analyst


Risk  As of 31-Oct-09Get Risk for:
RISK OVERVIEW 
Morningstar Risk Rating:Below average
Number of Years Up:2
Number of Years Down:1
Best 1 Yr Total Return (2006):13.46%
Worst 1 Yr Total Return (2008):-26.62%
RISK (MODERN PORTFOLIO THEORY) STATISTICS 
3 Years
StatisticSWCRXCategory
Alpha (against Standard Index)-3.23-3.26
Beta (against Standard Index)1.091.21
Mean Annual Return-3.00-0.18
R-squared (against Standard Index)9795.60
Standard Deviation14.6016.29
Sharpe Ratio-0.30N/A
Treynor Ratio-4.95N/A
5 Years
StatisticSWCRXCategory
Alpha (against Standard Index)N/A-2.86
Beta (against Standard Index)N/A1.15
Mean Annual ReturnN/A0.22
R-squared (against Standard Index)N/A94.31
Standard DeviationN/A12.71
Sharpe RatioN/AN/A
Treynor RatioN/AN/A
10 Years
StatisticSWCRXCategory
Alpha (against Standard Index)N/A-3.40
Beta (against Standard Index)N/A1.12
Mean Annual ReturnN/A0.17
R-squared (against Standard Index)N/A95.65
Standard DeviationN/A11.43
Sharpe RatioN/AN/A
Treynor RatioN/AN/A

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Risk for Another Symbol: Symbol Lookup
Help with Risk StatisticsPlanning Center