Schwab Target 2010 Fund
SWBRX
NASDAQ
| Weiss Ratings | SWBRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SWBRX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (13), Patrick Kwok (6), Drew Hayes (2) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWBRX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2010 Fund | |||
| Category | Target-Date 2000-2010 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jul 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWBRX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.09% | |||
| Dividend | SWBRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.15% | |||
| Asset Allocation | SWBRX-NASDAQ | Click to Compare |
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| Cash | 3.38% | |||
| Stock | 34.49% | |||
| U.S. Stock | 25.74% | |||
| Non-U.S. Stock | 8.75% | |||
| Bond | 62.11% | |||
| U.S. Bond | 54.50% | |||
| Non-U.S. Bond | 7.61% | |||
| Preferred | 0.01% | |||
| Convertible | 0.02% | |||
| Other Net | 0.00% | |||
| Price History | SWBRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.96% | |||
| 30-Day Total Return | 2.40% | |||
| 60-Day Total Return | 3.88% | |||
| 90-Day Total Return | 5.24% | |||
| Year to Date Total Return | 5.73% | |||
| 1-Year Total Return | 8.70% | |||
| 2-Year Total Return | 19.00% | |||
| 3-Year Total Return | 25.24% | |||
| 5-Year Total Return | 26.81% | |||
| Price | SWBRX-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 | SWBRX-NASDAQ | Click to Compare |
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| Nav | $13.64 | |||
| 1-Month Low NAV | $13.33 | |||
| 1-Month High NAV | $13.64 | |||
| 52-Week Low NAV | $12.50 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.16 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | SWBRX-NASDAQ | Click to Compare |
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| Beta | 0.50 | |||
| Standard Deviation | 9.00 | |||
| Balance Sheet | SWBRX-NASDAQ | Click to Compare |
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| Total Assets | 42.78M | |||
| Operating Ratios | SWBRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.25% | |||
| Turnover Ratio | 11.00% | |||
| Performance | SWBRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.65% | |||
| Last Bear Market Total Return | -8.62% | |||