Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYFX (SCHWAB TARGET 2035 INDEX FUND INSTITUTIONAL SHARES) | 8.99% | 20.93% | 15.81% | 8.02% | 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 |
|---|---|---|
| SWYFX (SCHWAB TARGET 2035 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 (%) | 0.29 | 20.93 | 15.81 | 8.02 | NA | NA | NA | … | … | 8.99 | 16.40 | 12.08 | 17.81 | -16.36 | 14.17 | 13.75 | 22.38 | -6.05 | 17.83 | 1.49 |
| Sharpe Ratio | NA | 2.14 | 1.25 | 0.46 | NA | NA | NA | … | … | 1.88 | 1.14 | 0.94 | 1.41 | -1.01 | 1.53 | 0.54 | 2.53 | -0.65 | 3.40 | 0.51 |
| Standard Deviation(%) | NA | 8.83 | 10.39 | 12.03 | NA | NA | NA | … | … | 10.68 | 11.87 | 8.97 | 10.16 | 17.65 | 9.26 | 25.09 | 8.27 | 11.56 | 5.07 | 8.33 |
| Draw Down(%) | NA | 6.82 | 11.61 | 23.25 | NA | NA | NA | … | … | 6.82 | 11.61 | 4.97 | 9.39 | 23.05 | 4.00 | 26.50 | 4.20 | 13.91 | 1.62 | 4.16 |
| Yield(%) | 0.00 | 2.47 | 2.70 | 2.19 | 2.72 | 1.81 | 1.36 | … | … | 0.00 | 2.59 | 2.61 | 2.48 | 1.65 | 2.03 | 1.92 | 2.40 | 1.94 | 1.66 | 0.99 |
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 |
|---|---|---|---|---|
| SWYFX (SCHWAB TARGET 2035 INDEX FUND INSTITUTIONAL SHARES) |
2.25%
Apr 2021 – Apr 2024 |
3.92%
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 |
|---|---|---|---|---|
| SWYFX (SCHWAB TARGET 2035 INDEX FUND INSTITUTIONAL SHARES) |
17.33%
Sep 2022 – Sep 2025 |
12.38%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart