Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYLX (SCHWAB TARGET 2020 INDEX FUND INSTITUTIONAL SHARES) | 5.62% | 14.09% | 11.10% | 5.31% | 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 |
|---|---|---|
| SWYLX (SCHWAB TARGET 2020 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 | 14.09 | 11.10 | 5.31 | NA | NA | NA | … | … | 5.62 | 12.23 | 8.30 | 12.88 | -13.79 | 8.06 | 11.04 | 16.22 | -3.09 | 10.76 | 0.27 |
| Sharpe Ratio | NA | 2.03 | 1.15 | 0.35 | NA | NA | NA | … | … | 1.58 | 1.23 | 0.73 | 1.28 | -1.30 | 1.48 | 0.74 | 3.14 | -0.65 | 2.97 | 0.09 |
| Standard Deviation(%) | NA | 5.93 | 7.10 | 8.05 | NA | NA | NA | … | … | 7.23 | 7.60 | 6.38 | 7.26 | 11.71 | 5.42 | 14.55 | 4.70 | 6.91 | 3.42 | 5.93 |
| Draw Down(%) | NA | 4.70 | 7.02 | 18.86 | NA | NA | NA | … | … | 4.70 | 6.78 | 3.52 | 7.02 | 18.59 | 2.65 | 16.63 | 1.89 | 8.28 | 1.26 | 2.98 |
| Yield(%) | 0.00 | 5.83 | 4.81 | 3.51 | 3.17 | 2.11 | 1.58 | … | … | 0.00 | 6.06 | 5.01 | 2.88 | 2.09 | 2.59 | 1.93 | 2.42 | 2.17 | 0.00 | 0.67 |
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 |
|---|---|---|---|---|
| SWYLX (SCHWAB TARGET 2020 INDEX FUND INSTITUTIONAL SHARES) |
0.66%
Apr 2021 – Apr 2024 |
2.43%
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 |
|---|---|---|---|---|
| SWYLX (SCHWAB TARGET 2020 INDEX FUND INSTITUTIONAL SHARES) |
12.32%
Sep 2022 – Sep 2025 |
8.53%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart