Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWHRX (SCHWAB TARGET 2025 FUND SCHWAB TARGET 2025 FUND) | 4.69% | 3.51% | 5.04% | 3.48% | 4.32% | 6.66% | NA | 5.55% |
Data as of 06/24/2025, AR inception is 03/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWHRX (SCHWAB TARGET 2025 FUND SCHWAB TARGET 2025 FUND) | 03/14/2008 | 06/24/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 3.51 | 5.04 | 3.48 | 4.32 | 6.66 | NA | 5.55 | 4.69 | 3.97 | 11.52 | -18.76 | 6.08 | 11.22 | 18.68 | -6.00 | 15.56 | 5.30 | 0.17 | 6.17 | 19.16 | 13.89 | 0.26 | 13.46 | 23.52 | -21.81 |
| Sharpe Ratio | NA | -0.02 | 0.27 | 0.12 | 0.28 | NA | NA | 0.37 | 0.63 | -0.32 | 0.90 | -1.47 | 0.75 | 0.62 | 2.73 | -0.85 | 3.61 | 0.58 | 0.01 | 0.80 | 2.37 | 1.48 | 0.01 | 0.97 | 1.25 | -1.03 |
| Standard Deviation(%) | NA | 9.67 | 9.71 | 9.81 | 10.08 | NA | NA | 12.42 | 9.98 | 8.22 | 8.17 | 13.71 | 8.10 | 17.63 | 6.33 | 8.65 | 4.15 | 8.75 | 9.41 | 7.66 | 8.07 | 9.43 | 17.52 | 13.80 | 18.74 | 26.39 |
| Draw Down(%) | NA | 11.25 | 12.24 | 24.73 | 24.73 | NA | NA | 39.21 | 7.13 | 7.23 | 7.77 | 21.33 | 4.32 | 21.32 | 3.15 | 11.77 | 1.10 | 7.99 | 8.33 | 5.74 | 6.12 | 7.74 | 15.41 | 10.61 | 18.28 | 35.65 |
| Yield(%) | 0.00 | 3.05 | 2.71 | 2.53 | 3.82 | 5.01 | 3.58 | 4.21 | 0.00 | 3.22 | 2.92 | 1.82 | 2.46 | 1.90 | 6.15 | 5.28 | 4.19 | 5.37 | 6.60 | 5.58 | 1.90 | 2.21 | 1.74 | 1.92 | 0.00 | 0.00 |
Data as of 06/24/2025, AR inception is 03/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWHRX (SCHWAB TARGET 2025 FUND SCHWAB TARGET 2025 FUND) |
-2.65%
Apr 2021 - Apr 2024 |
1.35%
Dec 2017 - Dec 2022 |
3.90%
Oct 2013 - Oct 2023 |
4.89%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWHRX (SCHWAB TARGET 2025 FUND SCHWAB TARGET 2025 FUND) |
19.93%
Feb 2009 - Feb 2012 |
17.14%
Feb 2009 - Feb 2014 |
10.98%
Feb 2009 - Feb 2019 |
8.52%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart