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
1.10.01
0.910.01
1.30.01
R-squared
1000.92
1000.93
1000.94
Standard Deviation
10.720.11
11.170.12
12.660.13
Sharpe Ratio
1.110.01
0.910.01
1.190.01
Treynor Ratio
12.160.11
10.040.08
15.40.14