Schwab Target Market Risk Adjusted Performance
| SWYOX Fund | | | USD 14.24 -0.31 -2.13% |
The Market Risk Adjusted Performance reading for Schwab Target 2065 is computed from historical trading observations. Values reflect historical observations within the available dataset. Normalization methods and data feeds may affect reported values.
World Market Map frames the approach to diversified portfolio design. Refined allocation visibility enhances overall portfolio context. The portfolio structure determines how individual positions contribute to the whole. The holding in Schwab Target 2065 represents an allocation. It is represented within the portfolio holdings. Position allocation is driven by the portfolio construction model. The information is analytical in nature and is not intended as a specific recommendation. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as
signals in metropolitan statistical area.
Schwab Target 2065 has current Market Risk Adjusted Performance of
-0.04.
MRAP | = | ER[a] + (1/BETA - 1) | X | ER[a] - RFR) |
| = | -0.04 | |
| ER[a] | = | Expected return on investing in Schwab Target |
| RFR | = | Risk Free Rate of return. Typically T-Bill Rate |
| BETA | = | Beta of the asset with market or selected benchmark. |
Market Risk Adjusted Performance Peers Comparison
Market Risk Adjusted Performance Relative To Other Indicators
Schwab Target 2065 is rated
below average in market risk adjusted performance among similar funds. It is currently under evaluation in maximum drawdown among similar funds .
Other Technical Indicators