Schwab Target 2060 (swprx)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 3.84% | 4.14% | -0.30% |
Year-to-Date | 4.43% | 6.20% | -1.77% |
1 Year | 13.08% | 0.00% | 13.08% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
31%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 31% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.00%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$0
Real cost (fees + lost compounding)
$0
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-7.34%