Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYHX (SCHWAB TARGET 2045 INDEX FUND INSTITUTIONAL SHARES) | 11.10% | 25.02% | 18.38% | 9.46% | 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 |
|---|---|---|
| SWYHX (SCHWAB TARGET 2045 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 (%) | 0.38 | 25.02 | 18.38 | 9.46 | NA | NA | NA | … | … | 11.10 | 18.65 | 14.07 | 19.97 | -17.37 | 16.98 | 14.48 | 24.81 | -7.29 | 18.39 | 1.95 |
| Sharpe Ratio | NA | 2.16 | 1.27 | 0.50 | NA | NA | NA | … | … | 2.00 | 1.11 | 1.00 | 1.41 | -0.93 | 1.54 | 0.48 | 2.36 | -0.65 | 2.98 | 0.59 |
| Standard Deviation(%) | NA | 10.64 | 12.26 | 14.05 | NA | NA | NA | … | … | 12.82 | 14.28 | 10.42 | 11.68 | 20.30 | 10.99 | 29.63 | 9.90 | 13.41 | 5.97 | 9.64 |
| Draw Down(%) | NA | 8.14 | 14.14 | 24.96 | NA | NA | NA | … | … | 8.14 | 14.14 | 6.37 | 10.55 | 24.83 | 4.73 | 30.74 | 5.21 | 16.27 | 1.86 | 4.75 |
| Yield(%) | 0.00 | 2.30 | 2.56 | 2.11 | 2.60 | 1.73 | 1.30 | … | … | 0.00 | 2.43 | 2.39 | 2.38 | 1.59 | 2.08 | 1.85 | 2.40 | 2.01 | 0.00 | 1.05 |
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 |
|---|---|---|---|---|
| SWYHX (SCHWAB TARGET 2045 INDEX FUND INSTITUTIONAL SHARES) |
1.56%
Mar 2017 – Mar 2020 |
4.07%
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 |
|---|---|---|---|---|
| SWYHX (SCHWAB TARGET 2045 INDEX FUND INSTITUTIONAL SHARES) |
19.77%
Sep 2022 – Sep 2025 |
13.44%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart