Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWYOX (Schwab Target 2065 Index Fund) | 10.52% | 14.08% | 16.21% | NA | NA | NA | NA | 10.16% |
Data as of 07/18/2025, AR inception is 02/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYOX (Schwab Target 2065 Index Fund) | 02/26/2021 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 14.08 | 16.21 | NA | NA | NA | NA | 10.16 | 10.52 | 14.93 | 21.61 | -17.90 | 16.15 |
| Sharpe Ratio | NA | 0.63 | 0.82 | NA | NA | NA | NA | 0.43 | 0.87 | 0.70 | 1.38 | -0.87 | 1.66 |
| Standard Deviation(%) | NA | 17.21 | 15.62 | NA | NA | NA | NA | 16.03 | 19.90 | 11.89 | 12.68 | 22.33 | 11.63 |
| Draw Down(%) | NA | 16.05 | 16.63 | NA | NA | NA | NA | 26.02 | 16.05 | 7.41 | 11.40 | 25.83 | 5.35 |
| Yield(%) | 0.00 | 1.78 | 2.11 | 1.46 | 0.73 | 0.49 | 0.36 | 1.82 | 0.00 | 2.00 | 2.17 | 1.45 | 1.42 |
Data as of 07/18/2025, AR inception is 02/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYOX (Schwab Target 2065 Index Fund) |
3.51%
Apr 2021 - Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYOX (Schwab Target 2065 Index Fund) |
15.77%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart