Nasdaq - Delayed Quote • USD
Schwab MarketTrack All Equity (SWEGX)
At close: April 26 at 8:01 PM EDT
Fund Summary
To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation is 100% in stock investments, with certain percentages for different segments of the stock market. It is the fund's policy that, under normal circumstances, it will invest at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in stock investments; typically the actual percentage is considerably higher.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.74% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 8 |
Performance & Risk
| YTD Return | 3.65% |
| 5y Average Return | 9.18% |
| Rank in Category (ytd) | 72 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.34 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SWEGX | Category Average | SWEGX | Category Average | SWEGX | Category Average | |
| Alpha | 4.72 | -0.03 | 2.49 | -0.02 | 0.83 | -0.01 |
| BETA | 1.34 | 0.02 | 1.48 | 0.02 | 1.52 | 0.02 |
| Mean Annual Return | 0.69 | 0.01 | 0.99 | 0.01 | 0.8 | 0.01 |
| R-squared | 96.24 | 0.95 | 95.48 | 0.94 | 94.58 | 0.92 |
| Standard Deviation | 16.96 | 0.19 | 18.74 | 0.15 | 15.44 | 0.14 |
| Sharpe Ratio | 0.32 | 0.01 | 0.52 | 0.01 | 0.52 | 0.01 |
| Treynor Ratio | 3.04 | 0.08 | 5.67 | 0.08 | 4.75 | 0.06 |
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