Charles Schwab Mutual Funds List
Here you can find all mutual funds issued by Charles Schwab and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Issuer is Charles Schwab
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Schwab Target 2050 Index Fund | Target Retirement Date | Aug 24, 2016 | 0.04% | -0.32% | — | 2.01% | 65 | ||||||||
| Schwab Target 2060 Index Fund | Target Retirement Date | Aug 24, 2016 | 0.04% | -0.31% | — | 1.93% | 65 | ||||||||
| Schwab Target 2065 Index Fund | Target Retirement Date | Feb 24, 2021 | 0.04% | -0.34% | — | 1.88% | 64 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years