SWPPX - Schwab S&P 500 Index Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Risk Overview

Morningstar Risk Rating★★★
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)32.27%
Worst 1 Yr Total Return (Feb 3, 2019)-36.72%

Risk Statistics

3 Years
SWPPXCategory Average
5 Years
SWPPXCategory Average
10 Years
SWPPXCategory Average
Alpha
-0.05-0.01
-0.06-0.02
-0.06-0.01
Beta
10.01
10.01
10.01
Mean Annual Return
0.980.01
0.820.01
1.150.01
R-squared
1000.93
1000.93
1000.95
Standard Deviation
11.690.12
11.70.12
12.570.13
Sharpe Ratio
0.880.01
0.770.01
1.060.01
Treynor Ratio
10.260.09
8.710.07
13.40.12