Schwab Target 2010 Index Fund
SWYAX
NASDAQ
| Weiss Ratings | SWYAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SWYAX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (8), Patrick Kwok (6), Drew Hayes (2) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWYAX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2010 Index Fund | |||
| Category | Target-Date 2000-2010 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 25, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.00 | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWYAX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.10% | |||
| Dividend | SWYAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.03% | |||
| Asset Allocation | SWYAX-NASDAQ | Click to Compare |
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| Cash | 3.80% | |||
| Stock | 34.48% | |||
| U.S. Stock | 27.17% | |||
| Non-U.S. Stock | 7.31% | |||
| Bond | 61.70% | |||
| U.S. Bond | 58.37% | |||
| Non-U.S. Bond | 3.33% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | SWYAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.61% | |||
| 30-Day Total Return | 1.31% | |||
| 60-Day Total Return | 4.05% | |||
| 90-Day Total Return | 5.22% | |||
| Year to Date Total Return | 6.16% | |||
| 1-Year Total Return | 9.30% | |||
| 2-Year Total Return | 18.33% | |||
| 3-Year Total Return | 23.69% | |||
| 5-Year Total Return | 26.19% | |||
| Price | SWYAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SWYAX-NASDAQ | Click to Compare |
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| Nav | $13.08 | |||
| 1-Month Low NAV | $12.89 | |||
| 1-Month High NAV | $13.10 | |||
| 52-Week Low NAV | $11.93 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.13 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | SWYAX-NASDAQ | Click to Compare |
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| Beta | 0.50 | |||
| Standard Deviation | 9.07 | |||
| Balance Sheet | SWYAX-NASDAQ | Click to Compare |
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| Total Assets | 54.76M | |||
| Operating Ratios | SWYAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.08% | |||
| Turnover Ratio | 26.00% | |||
| Performance | SWYAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.10% | |||
| Last Bear Market Total Return | -8.48% | |||