Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) | 7.52% | 12.16% | 9.75% | 7.57% | 6.33% | 8.70% | NA | 7.16% |
Data as of 06/26/2025, AR inception is 07/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) | 07/20/2005 | 06/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | 12.16 | 9.75 | 7.57 | 6.33 | 8.70 | NA | 7.16 | 7.52 | 7.42 | 17.00 | -23.55 | 11.04 | 12.18 | 23.05 | -9.12 | 20.45 | 6.61 | -0.18 | 6.58 | 25.83 | 16.38 | -1.74 | 14.86 | 28.95 | -31.16 | 3.57 | 15.05 | 3.20 |
| Sharpe Ratio | NA | 0.48 | 0.53 | 0.34 | 0.33 | NA | NA | 0.35 | 0.53 | 0.07 | 1.17 | -1.26 | 0.97 | 0.46 | 2.30 | -0.85 | 3.37 | 0.53 | -0.02 | 0.64 | 2.53 | 1.36 | -0.08 | 0.86 | 1.31 | -1.10 | 0.04 | 1.26 | 0.55 |
| Standard Deviation(%) | NA | 13.83 | 13.65 | 13.95 | 14.45 | NA | NA | 15.72 | 16.85 | 11.36 | 11.03 | 19.81 | 11.42 | 26.04 | 9.41 | 12.33 | 5.91 | 12.08 | 12.72 | 10.18 | 10.19 | 12.08 | 22.00 | 17.18 | 22.04 | 29.01 | 14.07 | 9.39 | 8.54 |
| Draw Down(%) | NA | 13.05 | 15.18 | 28.91 | 29.83 | NA | NA | 48.25 | 13.05 | 8.32 | 10.14 | 25.57 | 4.68 | 29.83 | 5.26 | 16.79 | 1.57 | 11.11 | 11.10 | 7.74 | 6.89 | 10.18 | 19.67 | 13.53 | 20.94 | 41.54 | 11.00 | 9.16 | 3.88 |
| Yield(%) | 0.00 | 4.97 | 3.17 | 3.02 | 4.69 | 6.36 | 5.12 | 5.38 | 0.00 | 5.40 | 2.36 | 1.41 | 3.05 | 1.45 | 8.79 | 7.17 | 4.76 | 6.86 | 9.24 | 4.83 | 2.02 | 2.09 | 1.43 | 1.71 | 1.98 | 1.85 | 3.72 | 1.60 | 0.00 |
Data as of 06/26/2025, AR inception is 07/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) |
-12.14%
Feb 2006 - Feb 2009 |
-0.33%
May 2007 - May 2012 |
4.74%
Oct 2013 - Oct 2023 |
4.75%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) |
22.86%
Feb 2009 - Feb 2012 |
20.23%
Feb 2009 - Feb 2014 |
12.96%
Feb 2009 - Feb 2019 |
10.33%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart