Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYDX (SCHWAB TARGET 2025 INDEX FUND INSTITUTIONAL SHARES) | 6.06% | 15.09% | 11.76% | 5.79% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYDX (SCHWAB TARGET 2025 INDEX FUND INSTITUTIONAL SHARES) | 08/31/2016 | 06/03/2026 |
| 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 (%) | 0.56 | 15.09 | 11.76 | 5.79 | NA | NA | NA | … | … | 6.06 | 12.60 | 8.86 | 14.22 | -14.78 | 10.24 | 12.24 | 18.89 | -6.38 | 13.03 | 0.79 |
| Sharpe Ratio | NA | 2.05 | 1.18 | 0.36 | NA | NA | NA | … | … | 1.64 | 1.22 | 0.78 | 1.34 | -1.20 | 1.49 | 0.63 | 2.82 | -0.86 | 2.98 | 0.32 |
| Standard Deviation(%) | NA | 6.15 | 7.49 | 8.95 | NA | NA | NA | … | … | 7.48 | 7.96 | 6.73 | 7.96 | 13.54 | 6.87 | 19.10 | 6.18 | 9.08 | 4.17 | 6.67 |
| Draw Down(%) | NA | 4.94 | 7.56 | 20.43 | NA | NA | NA | … | … | 4.94 | 7.17 | 3.68 | 7.56 | 20.18 | 3.08 | 20.49 | 2.84 | 10.67 | 1.40 | 3.47 |
| Yield(%) | 0.00 | 5.52 | 4.26 | 3.12 | 2.80 | 1.86 | 1.40 | … | … | 0.00 | 5.74 | 3.62 | 2.88 | 1.93 | 2.09 | 1.96 | 2.23 | 0.00 | 0.00 | 0.79 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| SWYDX (SCHWAB TARGET 2025 INDEX FUND INSTITUTIONAL SHARES) |
0.99%
Apr 2021 – Apr 2024 |
2.52%
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 |
|---|---|---|---|---|
| SWYDX (SCHWAB TARGET 2025 INDEX FUND INSTITUTIONAL SHARES) |
13.73%
Dec 2018 – Dec 2021 |
9.50%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart