Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYNX (SCHWAB TARGET 2060 INDEX FUND INSTITUTIONAL SHARES) | 12.54% | 27.89% | 19.99% | 10.35% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/26/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYNX (SCHWAB TARGET 2060 INDEX FUND INSTITUTIONAL SHARES) | 08/26/2016 | 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 | 27.89 | 19.99 | 10.35 | NA | NA | NA | … | … | 12.54 | 20.19 | 15.12 | 21.08 | -17.93 | 18.81 | 14.83 | 26.11 | -8.02 | 21.20 | 2.55 |
| Sharpe Ratio | NA | 2.17 | 1.27 | 0.52 | NA | NA | NA | … | … | 2.06 | 1.10 | 1.01 | 1.39 | -0.89 | 1.55 | 0.45 | 2.28 | -0.65 | 3.25 | 0.72 |
| Standard Deviation(%) | NA | 11.91 | 13.50 | 15.33 | NA | NA | NA | … | … | 14.44 | 15.85 | 11.36 | 12.62 | 21.86 | 12.14 | 32.48 | 10.79 | 14.54 | 6.34 | 10.12 |
| Draw Down(%) | NA | 9.01 | 15.75 | 25.92 | NA | NA | NA | … | … | 9.01 | 15.75 | 7.19 | 11.22 | 25.79 | 5.30 | 33.36 | 5.86 | 17.59 | 2.02 | 5.04 |
| Yield(%) | 0.00 | 2.14 | 2.46 | 2.04 | 2.80 | 1.87 | 1.40 | … | … | 0.00 | 2.27 | 2.24 | 2.38 | 1.57 | 2.08 | 1.86 | 2.47 | 1.93 | 1.73 | 1.25 |
Data as of 06/04/2026, Common starting date is 08/26/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYNX (SCHWAB TARGET 2060 INDEX FUND INSTITUTIONAL SHARES) |
1.46%
Mar 2017 – Mar 2020 |
4.57%
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 |
|---|---|---|---|---|
| SWYNX (SCHWAB TARGET 2060 INDEX FUND INSTITUTIONAL SHARES) |
21.20%
Sep 2022 – Sep 2025 |
14.49%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart