NasdaqGM - Delayed Quote USD

Schwab Target 2045 (SWMRX)

17.34
+0.09
+(0.52%)
At close: 8:07:15 AM 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 23.98%
Worst 1Y Total Return --
Number of Years Up 8
Number of Years Down 3

Performance & Risk

YTD Return 4.58%
5y Average Return 12.34%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SWMRXCategory AverageSWMRXCategory AverageSWMRXCategory Average
Alpha 1.9 -0.02 2.19 -0.01 0.24 -0.01
BETA 1.23 0.01 1.27 0.01 1.36 0.01
Mean Annual Return 0.77 0.01 0.95 0.01 0.69 0.01
R-squared 96.35 0.98 96.81 0.98 96.25 0.97
Standard Deviation 15.01 0.16 14.44 0.13 13.98 0.13
Sharpe Ratio 0.31 0.01 0.6 0.01 0.45 0.01
Treynor Ratio 3.06 0.09 6.37 0.09 4.03 0.06

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