Nasdaq - Delayed Quote • USD
Schwab Target 2040 (SWERX)
At close: 8:01 PM EDT
Fund Summary
The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and in unaffiliated third party mutual funds and ETFs (referred to herein as unaffiliated funds and, together with Schwab Funds and Schwab ETFs, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 28.95% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 5 |
Performance & Risk
| YTD Return | 2.69% |
| 5y Average Return | 7.33% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.21 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SWERX | Category Average | SWERX | Category Average | SWERX | Category Average | |
| Alpha | 2.21 | -0.01 | 1.24 | -0.01 | 0.41 | -0.01 |
| BETA | 1.21 | 0.01 | 1.26 | 0.01 | 1.3 | 0.01 |
| Mean Annual Return | 0.47 | 0.01 | 0.79 | 0.01 | 0.67 | 0.01 |
| R-squared | 97.47 | 0.98 | 97.79 | 0.98 | 96.64 | 0.97 |
| Standard Deviation | 15.18 | 0.15 | 15.8 | 0.13 | 13.11 | 0.12 |
| Sharpe Ratio | 0.18 | 0.01 | 0.47 | 0.01 | 0.5 | 0.01 |
| Treynor Ratio | 1.38 | 0.09 | 5.1 | 0.09 | 4.61 | 0.07 |
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