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Schwab Target 2040 (SWERX)

On Dec 4: 10.32   0.06 (0.58%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Low Number of Years Up: 2 Number of Years Down: 1 Best 1 Yr Total Return (2006): 15.05% Worst 1 Yr Total Return (2008): -31.16% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic SWERX Category Alpha (against Standard Index) -3.49 -4.79 Beta (against Standard Index) 1.31 1.54 Mean Annual Return -3.90 -0.33 R-squared (against Standard Index) 97 97.25 Standard Deviation 17.46 20.53 Sharpe Ratio -0.28 N/A Treynor Ratio -4.84 N/A 5 Years Statistic SWERX Category Alpha (against Standard Index) N/A -3.60 Beta (against Standard Index) N/A 1.51 Mean Annual Return N/A 0.22 R-squared (against Standard Index) N/A 96.86 Standard Deviation N/A 16.57 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A 10 Years Statistic SWERX Category Alpha (against Standard Index) N/A -5.50 Beta (against Standard Index) N/A 1.57 Mean Annual Return N/A 0.08 R-squared (against Standard Index) N/A 96.14 Standard Deviation N/A 15.94 Sharpe Ratio N/A N/A Treynor Ratio N/A N/A
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