Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYJX (SCHWAB TARGET 2055 INDEX FUND INSTITUTIONAL SHARES) | 12.24% | 27.36% | 19.66% | 10.16% | 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 |
|---|---|---|
| SWYJX (SCHWAB TARGET 2055 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 (%) | 0.40 | 27.36 | 19.66 | 10.16 | NA | NA | NA | … | … | 12.24 | 19.90 | 14.93 | 20.80 | -17.80 | 18.32 | 14.76 | 25.80 | -7.86 | 19.27 | 2.26 |
| Sharpe Ratio | NA | 2.17 | 1.26 | 0.51 | NA | NA | NA | … | … | 2.04 | 1.09 | 1.01 | 1.39 | -0.90 | 1.55 | 0.46 | 2.32 | -0.65 | 2.90 | 0.65 |
| Standard Deviation(%) | NA | 11.67 | 13.30 | 15.06 | NA | NA | NA | … | … | 14.16 | 15.61 | 11.25 | 12.41 | 21.43 | 11.79 | 31.73 | 10.48 | 14.28 | 6.44 | 10.22 |
| Draw Down(%) | NA | 8.83 | 15.46 | 25.71 | NA | NA | NA | … | … | 8.83 | 15.46 | 7.00 | 11.11 | 25.57 | 5.17 | 32.63 | 5.63 | 17.32 | 2.02 | 4.94 |
| Yield(%) | 0.00 | 2.16 | 2.46 | 2.04 | 2.60 | 1.73 | 1.30 | … | … | 0.00 | 2.29 | 2.25 | 2.36 | 1.55 | 2.07 | 1.82 | 2.43 | 1.94 | 0.00 | 1.26 |
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 |
|---|---|---|---|---|
| SWYJX (SCHWAB TARGET 2055 INDEX FUND INSTITUTIONAL SHARES) |
1.16%
Mar 2017 – Mar 2020 |
4.24%
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 |
|---|---|---|---|---|
| SWYJX (SCHWAB TARGET 2055 INDEX FUND INSTITUTIONAL SHARES) |
20.85%
Sep 2022 – Sep 2025 |
14.15%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart