NasdaqGM - Delayed Quote USD
Schwab Capital Trust - Schwab Target 2040 Index Fund (SWYGX)
16.95
+1.03
+(6.47%)
At close: 8:02:14 PM EDT
Fund Summary
The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 23.64% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | -9.08% |
| 5y Average Return | 9.42% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SWYGX | Category Average | SWYGX | Category Average | SWYGX | Category Average | |
| Alpha | 1.94 | -0.01 | 2.32 | -0.01 | -- | -0.01 |
| BETA | 1.17 | 0.01 | 1.19 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.54 | 0.01 | 1.05 | 0.01 | -- | 0.01 |
| R-squared | 97.65 | 0.98 | 97.79 | 0.98 | -- | 0.97 |
| Standard Deviation | 14.85 | 0.15 | 13.93 | 0.13 | -- | 0.12 |
| Sharpe Ratio | 0.14 | 0.01 | 0.71 | 0.01 | -- | 0.01 |
| Treynor Ratio | 0.82 | 0.09 | 8.03 | 0.09 | -- | 0.07 |
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