SCHWAB TARGET 2040 FUND | Markets Insider

Alpha 1 Year1.98 Alpha 10 Years0.41 Alpha 15 Years0.42 Alpha 3 Years0.93 Alpha 5 Years0.73 Average Gain 1 Year3.38 Average Gain 10 Years2.78 Average Gain 15 Years2.95 Average Gain 3 Years3.55 Average Gain 5 Years3.53 Average Loss 1 Year-3.24 Average Loss 10 Years-3.42 Average Loss 15 Years-3.18 Average Loss 3 Years-4.13 Average Loss 5 Years-4.03 Batting Average 1 Year58.33 Batting Average 10 Years55.83 Batting Average 15 Years52.78 Batting Average 3 Years61.11 Batting Average 5 Years61.67 Beta 1 Year0.95 Beta 10 Years0.98 Beta 15 Years0.97 Beta 3 Years0.99 Beta 5 Years0.97 Capture Ratio Down 1 Year89.77 Capture Ratio Down 10 Years97.33 Capture Ratio Down 15 Years97.26 Capture Ratio Down 3 Years98.02 Capture Ratio Down 5 Years96.71 Capture Ratio Up 1 Year99.22 Capture Ratio Up 10 Years99.52 Capture Ratio Up 15 Years99.19 Capture Ratio Up 3 Years100.73 Capture Ratio Up 5 Years99.86 Correlation 1 Year99.56 Correlation 10 Years99.20 Correlation 15 Years99.28 Correlation 3 Years99.40 Correlation 5 Years99.44 High 1 Year18.72 Information Ratio 1 Year0.94 Information Ratio 10 Years0.18 Information Ratio 15 Years0.14 Information Ratio 3 Years0.37 Information Ratio 5 Years0.37 Low 1 Year15.06 Maximum Loss 1 Year-8.95 Maximum Loss 10 Years-25.10 Maximum Loss 15 Years-25.10 Maximum Loss 3 Years-25.10 Maximum Loss 5 Years-25.10 Performance Current Year10.47 Performance since Inception309.42 Risk adjusted Return 10 Years3.68 Risk adjusted Return 3 Years-2.69 Risk adjusted Return 5 Years3.20 Risk adjusted Return Since Inception2.26 R-Squared (R²) 1 Year99.12 R-Squared (R²) 10 Years98.40 R-Squared (R²) 15 Years98.56 R-Squared (R²) 3 Years98.81 R-Squared (R²) 5 Years98.89 Sortino Ratio 1 Year1.74 Sortino Ratio 10 Years0.71 Sortino Ratio 15 Years1.10 Sortino Ratio 3 Years0.08 Sortino Ratio 5 Years0.73 Tracking Error 1 Year1.57 Tracking Error 10 Years1.70 Tracking Error 15 Years1.62 Tracking Error 3 Years1.68 Tracking Error 5 Years1.74 Trailing Performance 1 Month2.16 Trailing Performance 1 Week1.76 Trailing Performance 1 Year14.35 Trailing Performance 10 Years109.97 Trailing Performance 2 Years25.01 Trailing Performance 3 Months7.76 Trailing Performance 3 Years10.42 Trailing Performance 4 Years41.74 Trailing Performance 5 Years51.45 Trailing Performance 6 Months10.34 Trailing Return 1 Month2.16 Trailing Return 1 Year14.35 Trailing Return 10 Years7.70 Trailing Return 15 Years9.73 Trailing Return 2 Months3.53 Trailing Return 2 Years11.81 Trailing Return 3 Months7.76 Trailing Return 3 Years3.36 Trailing Return 4 Years9.11 Trailing Return 5 Years8.66 Trailing Return 6 Months10.34 Trailing Return 6 Years7.46 Trailing Return 7 Years7.81 Trailing Return 8 Years8.68 Trailing Return 9 Months25.59 Trailing Return 9 Years7.67 Trailing Return Since Inception7.67 Trailing Return YTD - Year to Date10.47 Treynor Ratio 1 Year14.30 Treynor Ratio 10 Years5.88 Treynor Ratio 15 Years9.18 Treynor Ratio 3 Years-0.34 Treynor Ratio 5 Years7.06

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