Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWPRX (SCHWAB TARGET 2060 FUND SCHWAB TARGET 2060 FUND) | 11.70% | 27.31% | 19.35% | 9.32% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWPRX (SCHWAB TARGET 2060 FUND SCHWAB TARGET 2060 FUND) | 08/26/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 27.31 | 19.35 | 9.32 | NA | NA | NA | … | … | 11.70 | 20.66 | 14.28 | 21.13 | -20.24 | 18.59 | 15.57 | 25.08 | -10.61 | 22.60 | 2.63 |
| Sharpe Ratio | NA | 2.10 | 1.22 | 0.45 | NA | NA | NA | … | … | 1.89 | 1.13 | 0.92 | 1.40 | -0.98 | 1.45 | 0.49 | 2.12 | -0.85 | 3.39 | 0.73 |
| Standard Deviation(%) | NA | 12.08 | 13.53 | 15.51 | NA | NA | NA | … | … | 14.61 | 15.74 | 11.61 | 12.56 | 22.20 | 12.77 | 31.19 | 11.12 | 14.17 | 6.51 | 10.32 |
| Draw Down(%) | NA | 9.57 | 15.77 | 28.26 | NA | NA | NA | … | … | 9.57 | 15.77 | 7.83 | 11.44 | 27.81 | 5.49 | 34.43 | 6.41 | 19.09 | 1.90 | 4.93 |
| Yield(%) | 0.00 | 4.14 | 4.13 | 3.90 | 4.82 | 3.21 | 2.41 | … | … | 0.00 | 4.38 | 3.47 | 3.87 | 4.56 | 5.29 | 2.01 | 5.15 | 4.28 | 3.02 | 1.12 |
Data as of 06/05/2026, Common starting date is 08/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWPRX (SCHWAB TARGET 2060 FUND SCHWAB TARGET 2060 FUND) |
-0.10%
Mar 2017 – Mar 2020 |
3.19%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWPRX (SCHWAB TARGET 2060 FUND SCHWAB TARGET 2060 FUND) |
21.21%
Sep 2022 – Sep 2025 |
14.11%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart