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Schwab Target 2040 (SWERX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
17.78+0.14 (+0.79%)
At close: 08:01PM EDT

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Mar 26, 2024)28.95%
Worst 1 Yr Total Return (Mar 26, 2024)N/A

Risk Statistics

3 Years
SWERXCategory Average
5 Years
SWERXCategory Average
10 Years
SWERXCategory Average
Alpha
2.3-0.01
1.19-0.01
0.38-0.01
BETA
1.210.01
1.260.01
1.30.01
Mean Annual Return
0.450.01
0.770.01
0.650.01
R-squared
97.480.98
97.770.98
96.620.97
Standard Deviation
15.160.15
15.780.13
13.10.12
Sharpe Ratio
0.180.01
0.450.01
0.490.01
Treynor Ratio
1.330.09
4.870.09
4.420.07