Swrsx performance
WebFeb 28, 2024 · SWRSX - Schwab Treasury Infl Protected Secs Idx - Review the SWRSX stock price, growth, performance, sustainability and more to help you make the best investments. WebThe performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted.
Swrsx performance
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WebFund Performance. The fund has returned -8.43 percent over the past year, 1.02 percent over the past three years, 2.59 percent over the past five years, and 1.25 percent over the past decade. WebMar 31, 2024 · Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk …
WebFund Performance. The fund has returned -8.43 percent over the past year, 1.02 percent over the past three years, 2.59 percent over the past five years, and 1.25 percent over the past … WebCurrent and Historical Performance Performance for Schwab Treasury Inflation Protected Securities Index Fund on Yahoo Finance.
WebFeb 28, 2024 · 10 Yrs. #42. Out of 124 funds. The fund is ranked based on total return. Each fund is ranked within a universe of funds with similar investment objectives. Rankings include the reinvestment of dividends and capital gains but exclude the effect of a fund's sales load, if applicable. Lipper Inc. is a nationally recognized organization that ranks ... WebDec 29, 2024 · SWRSX bears a Zacks Mutual Fund Rank of 2 (Buy), which is based on nine forecasting factors like size, cost, and past performance. Objective We classify SWRSX in the Government - Bonds: Misc ...
WebJun 27, 2024 · Taking this into account, SWRSX has a positive alpha of 2.42, which measures performance on a risk-adjusted basis. Expenses Costs are increasingly …
WebFind the latest Schwab Treasury Inflation Protected Securities Index Fund (SWRSX) stock quote, history, news and other vital information to help you with your stock trading and … energy technologies copyright 2022WebJan 31, 2024 · Analyze the Fund Schwab Treasury Inflation Protected Securities Index Fund having Symbol SWRSX for type mutual-funds and perform research on other mutual funds. Learn more about mutual ... Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 198 funds within its Morningstar Category. 3 ... dr david webber forrest city arWebSWRSX pros. The following are SWRSX strengths from our perspective:. SWRSX 3-year return is 6.35%, which is higher than the 3-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 5.93%.; SWRSX 5-year return is 4.18%, which is higher than the 5-year return of the benchmark index (Bloomberg US Treasury US TIPS TR USD), 3.88%.; … dr. david weber memphisWebDec 30, 2024 · SWRSX has no Zacks Mutual Fund Rank, but we have been able to look into other metrics like performance, volatility, and cost. Objective SWRSX is one of many Government - Bonds: Misc funds to ... energy tech insulationWebFeb 23, 2024 · SWTSX vs SWPPX Performance. SWTSX and SWPPX have had similar performance returns over the last 5 years. This is because SWPPX makes up about 80% of SWTSX. The total return for SWTSX over the last 5 years is 15.97% annually. The total return for SWPPX over the last 5 years is 16.75%. A difference of 0.78% annually. dr david webb memphisWebFeb 28, 2024 · SWRSX has a Diversified Portfolio: ... The Overall Morningstar Ratings are derived from a weighted average of the risk adjusted performance figures associated with a Fund's 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. dr david weaver cardiologist wilmington ncWebThe index includes all publicly-issued treasury inflation-protected securities (TIPS) that have at least one year remaining to maturity, are rated investment grade and have $500 million … energy tech insulation columbus ohio