Schwab Target 2060 (swprx)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 5.48% | 5.46% | 0.02% |
Year-to-Date | 3.15% | 4.28% | -1.13% |
1 Year | 11.69% | 0.00% | 11.69% |
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%