Schwab Capital Trust - Schwab Target 2060 Index Fund SWYNX
SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SWYHX
Schwab Target 2045 Index Fund Institutional Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares SWYMX
Schwab Target 2050 Index Fund Institutional Shares SWYDX
Schwab Target 2025 Index Fund Institutional Shares SWYGX
Schwab Target 2040 Index Fund Institutional Shares SWEGX
Schwab MarketTrack All Equity FTCLX
Franklin Corefolio Allocation Fund Class C FCAZX
Franklin Corefolio Allocation Fund Advisor Class QRSVX
FPA Queens Road Small Cap Value Inv
Schwab Capital Trust - Schwab Target 2060 Index Fund SWYHX
Schwab Target 2045 Index Fund Institutional Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares SWYMX
Schwab Target 2050 Index Fund Institutional Shares SWYDX
Schwab Target 2025 Index Fund Institutional Shares SWYGX
Schwab Target 2040 Index Fund Institutional Shares SWEGX
Schwab MarketTrack All Equity FTCLX
Franklin Corefolio Allocation Fund Class C FCAZX
Franklin Corefolio Allocation Fund Advisor Class QRSVX
FPA Queens Road Small Cap Value Inv
Performance
| Periode | SWYNX | SWYHX | SWYFX | SWYMX | SWYDX | SWYGX | SWEGX | FTCLX | FCAZX | QRSVX |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 12.63 % | 11.63 % | 10.16 % | 12.17 % | 7.64 % | 10.96 % | 13.35 % | 1.71 % | 2.57 % | 13.46 % |
| YTD | 20.98 % | 19.36 % | 16.90 % | 20.20 % | 12.89 % | 18.19 % | 21.75 % | 6.95 % | 8.30 % | 17.15 % |
| 1Y | 14.65 % | 13.20 % | 11.04 % | 14.00 % | 6.86 % | 12.16 % | 9.23 % | 1.79 % | 2.19 % | 6.43 % |
| 3Y | 54.22 % | 49.14 % | 40.87 % | 51.77 % | 26.37 % | 45.29 % | 40.44 % | 33.00 % | 35.45 % | 36.55 % |
| 5Y | 53.40 % | 46.72 % | 36.05 % | 50.03 % | 18.86 % | 41.60 % | 37.17 % | 11.34 % | 14.40 % | 54.46 % |
| 10Y | 130.10 % | 117.22 % | 95.30 % | 123.32 % | 62.16 % | 106.60 % | 73.12 % | 42.79 % | 47.34 % | 94.84 % |
| From the beginning | 130.10 % | 117.22 % | 95.30 % | 123.32 % | 62.16 % | 106.60 % | 182.70 % | 138.12 % | 68.77 % | 356.90 % |