Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYBX (SCHWAB TARGET 2015 INDEX FUND INSTITUTIONAL SHARES) | 5.19% | 13.36% | 10.61% | 5.00% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYBX (SCHWAB TARGET 2015 INDEX FUND INSTITUTIONAL SHARES) | 08/31/2016 | 06/04/2026 |
| 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 (%) | 0.14 | 13.36 | 10.61 | 5.00 | NA | NA | NA | … | … | 5.19 | 11.88 | 7.86 | 12.40 | -13.66 | 7.75 | 10.93 | 15.00 | -2.61 | 9.85 | -0.23 |
| Sharpe Ratio | NA | 1.99 | 1.13 | 0.33 | NA | NA | NA | … | … | 1.51 | 1.27 | 0.69 | 1.24 | -1.34 | 1.50 | 0.76 | 3.28 | -0.69 | 3.41 | -0.21 |
| Standard Deviation(%) | NA | 5.64 | 6.79 | 7.73 | NA | NA | NA | … | … | 6.82 | 7.13 | 6.16 | 7.12 | 11.30 | 5.16 | 14.04 | 4.12 | 5.81 | 2.71 | 4.49 |
| Draw Down(%) | NA | 4.48 | 6.84 | 18.49 | NA | NA | NA | … | … | 4.48 | 6.33 | 3.29 | 6.84 | 18.31 | 2.52 | 16.02 | 1.59 | 7.10 | 0.98 | 2.29 |
| Yield(%) | 0.00 | 4.66 | 3.90 | 3.09 | 2.97 | 1.98 | 1.48 | … | … | 0.00 | 4.83 | 3.84 | 2.62 | 2.20 | 2.88 | 2.51 | 2.51 | 1.68 | 1.55 | 0.77 |
Data as of 06/04/2026, Common starting date is 08/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYBX (SCHWAB TARGET 2015 INDEX FUND INSTITUTIONAL SHARES) |
0.49%
Apr 2021 – Apr 2024 |
2.44%
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 |
|---|---|---|---|---|
| SWYBX (SCHWAB TARGET 2015 INDEX FUND INSTITUTIONAL SHARES) |
11.84%
Sep 2022 – Sep 2025 |
8.02%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart