Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWIRX (SCHWAB TARGET 2035 FUND SCHWAB TARGET 2035 FUND) | 6.57% | 9.03% | 8.70% | 6.55% | 5.98% | 8.27% | NA | 6.84% |
Data as of 06/25/2025, AR inception is 03/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWIRX (SCHWAB TARGET 2035 FUND SCHWAB TARGET 2035 FUND) | 03/14/2008 | 06/25/2025 |
| 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 (%) | 1.34 | 9.03 | 8.70 | 6.55 | 5.98 | 8.27 | NA | 6.84 | 6.57 | 9.99 | 16.47 | -22.21 | 10.70 | 12.44 | 21.88 | -8.25 | 19.11 | 6.21 | -0.10 | 6.49 | 24.06 | 15.64 | -1.24 | 14.57 | 26.53 | -24.62 |
| Sharpe Ratio | NA | 0.35 | 0.50 | 0.33 | 0.34 | NA | NA | 0.38 | 0.56 | 0.36 | 1.23 | -1.30 | 1.05 | 0.51 | 2.41 | -0.87 | 3.46 | 0.54 | -0.01 | 0.68 | 2.51 | 1.38 | -0.06 | 0.88 | 1.25 | -1.04 |
| Standard Deviation(%) | NA | 12.56 | 12.47 | 12.72 | 13.16 | NA | NA | 15.10 | 15.02 | 9.32 | 10.01 | 18.20 | 10.19 | 23.74 | 8.49 | 11.01 | 5.36 | 11.07 | 11.72 | 9.46 | 9.59 | 11.43 | 20.94 | 16.45 | 21.10 | 29.43 |
| Draw Down(%) | NA | 12.52 | 14.48 | 27.23 | 27.64 | NA | NA | 42.64 | 11.60 | 5.35 | 9.48 | 24.52 | 4.18 | 27.64 | 4.68 | 15.28 | 1.46 | 10.16 | 10.28 | 7.10 | 6.64 | 9.60 | 18.73 | 12.81 | 20.10 | 38.89 |
| Yield(%) | 0.00 | 2.36 | 2.25 | 2.38 | 3.99 | 5.52 | 3.87 | 4.55 | 0.00 | 2.55 | 2.47 | 1.48 | 2.87 | 1.60 | 7.25 | 6.10 | 3.87 | 5.84 | 7.55 | 6.23 | 1.95 | 2.06 | 1.45 | 1.71 | 0.00 | 0.00 |
Data as of 06/25/2025, 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 |
|---|---|---|---|---|
| SWIRX (SCHWAB TARGET 2035 FUND SCHWAB TARGET 2035 FUND) |
-1.57%
Apr 2021 - Apr 2024 |
1.61%
Dec 2017 - Dec 2022 |
4.67%
Oct 2013 - Oct 2023 |
5.57%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWIRX (SCHWAB TARGET 2035 FUND SCHWAB TARGET 2035 FUND) |
21.70%
Feb 2009 - Feb 2012 |
19.16%
Feb 2009 - Feb 2014 |
12.32%
Feb 2009 - Feb 2019 |
9.95%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart