Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYMX (SCHWAB TARGET 2050 INDEX FUND INSTITUTIONAL SHARES) | 12.17% | 27.12% | 19.32% | 10.15% | 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 |
|---|---|---|
| SWYMX (SCHWAB TARGET 2050 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 (%) | 1.03 | 27.12 | 19.32 | 10.15 | NA | NA | NA | … | … | 12.17 | 19.42 | 14.58 | 20.56 | -17.65 | 17.75 | 14.62 | 25.35 | -7.59 | 18.79 | 2.14 |
| Sharpe Ratio | NA | 2.18 | 1.27 | 0.51 | NA | NA | NA | … | … | 2.04 | 1.10 | 1.01 | 1.40 | -0.91 | 1.54 | 0.47 | 2.33 | -0.65 | 2.93 | 0.63 |
| Standard Deviation(%) | NA | 11.27 | 12.91 | 14.69 | NA | NA | NA | … | … | 13.61 | 15.13 | 10.89 | 12.17 | 21.05 | 11.50 | 30.75 | 10.27 | 13.84 | 6.21 | 9.89 |
| Draw Down(%) | NA | 8.55 | 14.95 | 25.40 | NA | NA | NA | … | … | 8.55 | 14.95 | 6.78 | 10.89 | 25.29 | 4.95 | 31.80 | 5.42 | 16.75 | 1.94 | 4.94 |
| Yield(%) | 0.00 | 2.22 | 2.50 | 2.08 | 2.60 | 1.73 | 1.30 | … | … | 0.00 | 2.35 | 2.30 | 2.36 | 1.58 | 2.07 | 1.85 | 2.41 | 1.93 | 0.00 | 1.23 |
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 |
|---|---|---|---|---|
| SWYMX (SCHWAB TARGET 2050 INDEX FUND INSTITUTIONAL SHARES) |
1.31%
Mar 2017 – Mar 2020 |
4.15%
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 |
|---|---|---|---|---|
| SWYMX (SCHWAB TARGET 2050 INDEX FUND INSTITUTIONAL SHARES) |
20.49%
Sep 2022 – Sep 2025 |
13.78%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart