Schwab Target 2045 Fund (SWMRX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 4.13% | 5.14% | -1.01% |
Year-to-Date | 7.10% | 10.66% | -3.56% |
1 Year | 16.27% | 0.00% | 16.27% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
28%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 28% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.48%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$619
Real cost (fees + lost compounding)
$765
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
96%
Return in excess of styles
(over past year)
-8.57%