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SWDRX: SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND (MUTUAL FUND)
Basic Info 16.36 0.13(0.80%) May 02
| Asset Class: | Target Date 2026-2030 |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 07/01/2005 |
| Last Dividend Date: | 12/30/2024 |
| 12-Mo. Yield | 6.52% |
| Expenses | 0.42% |
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Performance Analytics (As of 04/28/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 07/01/2005 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 1.7 | 10.9 | 4.4 | 5.7 | 5.0 | 6.9 | 6.1 | 10.5 | 14.2 | -20.8 | 7.8 | 11.7 | 20.4 | -7.2 | 17.5 | 5.8 | 0.0 | 6.3 | 21.7 | 14.8 | -0.6 | 14.0 | 26.5 | -29.2 | 3.8 | 14.2 | 5.5 |
| Sharpe Ratio | NA | -0.16 | 0.26 | -0.05 | 0.29 | 0.27 | NA | 0.35 | 0.49 | 1.09 | -1.37 | 0.81 | 0.54 | 2.53 | -0.85 | 3.52 | 0.56 | 0.0 | 0.73 | 2.44 | 1.41 | -0.03 | 0.92 | 1.32 | -1.15 | 0.06 | 1.27 | 1.13 |
| Draw Down(%) | NA | 9.7 | 9.7 | 14.2 | 26.7 | 26.7 | NA | 45.3 | 4.4 | 8.7 | 23.2 | 4.7 | 25.0 | 4.0 | 13.7 | 1.3 | 9.2 | 9.4 | 6.5 | 6.4 | 8.7 | 17.3 | 11.8 | 19.3 | 39.2 | 9.8 | 8.4 | 3.7 |
| Standard Deviation(%) | NA | 14.9 | 10.7 | 11.9 | 11.7 | 11.8 | NA | 13.5 | 8.0 | 9.2 | 16.2 | 9.6 | 21.1 | 7.5 | 10.0 | 4.8 | 10.0 | 10.7 | 8.6 | 8.9 | 10.5 | 19.4 | 15.2 | 19.9 | 26.1 | 12.8 | 8.6 | 7.8 |
| Treynor Ratio | NA | -0.02 | 0.03 | -0.01 | 0.03 | 0.03 | NA | 0.05 | 0.05 | 0.1 | -0.22 | 0.08 | 0.14 | 0.19 | -0.09 | 0.17 | 0.06 | 0.0 | 0.06 | 0.22 | 0.16 | -0.01 | 0.14 | 0.31 | -0.4 | 0.01 | 0.12 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.01 | -0.01 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.02 | -0.01 | 0.01 | NA |
| Beta | NA | 1.0 | 1.0 | 1.02 | 1.02 | 0.94 | NA | 0.88 | 0.83 | 0.97 | 1.02 | 1.02 | 0.8 | 1.0 | 0.94 | 1.0 | 0.93 | 0.99 | 1.05 | 1.0 | 0.92 | 1.0 | 0.97 | 0.84 | 0.75 | 0.9 | 0.91 | NA |
| RSquared | NA | 0.98 | 0.98 | 0.93 | 0.91 | 0.85 | NA | 0.9 | 0.82 | 0.8 | 0.92 | 0.79 | 0.66 | 0.99 | 0.93 | 0.9 | 0.91 | 0.99 | 0.98 | 0.98 | 0.85 | 0.98 | 0.95 | 0.97 | 0.98 | 0.96 | 0.56 | 0.0 |
| Yield(%) | N/A | 0.0 | 6.5 | 3.6 | 3.4 | 4.6 | 5.4 | N/A | 6.7 | 2.6 | 1.6 | 2.7 | 1.8 | 7.5 | 6.1 | 5.4 | 5.9 | 8.6 | 3.8 | 2.0 | 2.2 | 1.7 | 1.9 | 2.1 | 2.1 | 3.8 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 179.7 | -3.7 | -50.8 | N/A | N/A | N/A | 179.7 | 27.1 | -36.4 | 66.5 | -73.3 | 6.1 | 25.5 | -7.4 | -37.2 | 135.2 | 119.2 | 2.4 | 31.1 | -2.1 | 12.1 | -30.0 | -45.4 | 141.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2005
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