Schwab Target 2020 Fund
SWCRX
NASDAQ
| Weiss Ratings | SWCRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SWCRX-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 | SWCRX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2020 Fund | |||
| Category | Target-Date 2020 | |||
| 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 | SWCRX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.01% | |||
| Dividend | SWCRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.19% | |||
| Asset Allocation | SWCRX-NASDAQ | Click to Compare |
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| Cash | 2.18% | |||
| Stock | 41.90% | |||
| U.S. Stock | 30.67% | |||
| Non-U.S. Stock | 11.23% | |||
| Bond | 55.89% | |||
| U.S. Bond | 48.56% | |||
| Non-U.S. Bond | 7.33% | |||
| Preferred | 0.01% | |||
| Convertible | 0.02% | |||
| Other Net | 0.00% | |||
| Price History | SWCRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.04% | |||
| 30-Day Total Return | 2.58% | |||
| 60-Day Total Return | 4.41% | |||
| 90-Day Total Return | 6.22% | |||
| Year to Date Total Return | 6.14% | |||
| 1-Year Total Return | 9.34% | |||
| 2-Year Total Return | 20.79% | |||
| 3-Year Total Return | 28.48% | |||
| 5-Year Total Return | 31.03% | |||
| Price | SWCRX-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 | SWCRX-NASDAQ | Click to Compare |
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| Nav | $13.48 | |||
| 1-Month Low NAV | $13.15 | |||
| 1-Month High NAV | $13.48 | |||
| 52-Week Low NAV | $12.17 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.24 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | SWCRX-NASDAQ | Click to Compare |
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| Beta | 0.55 | |||
| Standard Deviation | 9.72 | |||
| Balance Sheet | SWCRX-NASDAQ | Click to Compare |
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| Total Assets | 299.09M | |||
| Operating Ratios | SWCRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.28% | |||
| Turnover Ratio | 8.00% | |||
| Performance | SWCRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.37% | |||
| Last Bear Market Total Return | -9.40% | |||