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SWBRX: SCHWAB TARGET 2010 FUND SCHWAB TARGET 2010 FUND (MUTUAL FUND)
Basic Info 13.88 0(0.0%) June 05
| Asset Class: | Target Date 2000-2010 |
| MyPlanIQ Rating: | (95%) |
| Start Date: | 07/01/2005 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 19.34% |
| Expenses | 0.26% |
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Performance Analytics (As of 06/02/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/01/2005 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 4.0 | 25.3 | 13.9 | 5.6 | 6.5 | 6.0 | 5.2 | 5.3 | 24.8 | 7.4 | 11.8 | -16.0 | 4.0 | 10.4 | 14.5 | -3.5 | 10.2 | 4.1 | 0.4 | 5.2 | 9.7 | 9.6 | 2.6 | 9.9 | 15.9 | -23.7 | 3.9 | 12.7 | 4.4 |
| Sharpe Ratio | NA | 1.16 | 1.84 | 1.21 | 0.35 | 0.62 | NA | NA | 0.47 | 1.67 | 0.66 | 1.24 | -1.64 | 0.7 | 0.88 | 3.37 | -0.93 | 3.66 | 0.77 | 0.08 | 1.19 | 1.97 | 1.85 | 0.28 | 1.19 | 1.22 | -1.26 | 0.07 | 1.29 | 0.94 |
| Draw Down(%) | NA | 4.4 | 4.4 | 6.5 | 21.3 | 21.3 | NA | NA | 37.5 | 5.6 | 3.2 | 6.5 | 18.7 | 3.2 | 14.2 | 1.5 | 7.0 | 0.9 | 4.1 | 5.1 | 3.2 | 4.7 | 4.0 | 7.9 | 5.2 | 14.8 | 32.4 | 8.3 | 7.0 | 3.2 |
| Standard Deviation(%) | NA | 6.3 | 12.6 | 9.1 | 8.9 | 7.8 | NA | NA | 8.8 | 13.1 | 5.7 | 6.7 | 10.7 | 5.8 | 11.4 | 3.9 | 5.2 | 2.6 | 5.1 | 5.5 | 4.4 | 4.9 | 5.2 | 9.2 | 8.2 | 12.9 | 19.5 | 10.7 | 7.2 | 6.8 |
| Treynor Ratio | NA | 0.07 | 0.23 | 0.1 | 0.03 | 0.04 | NA | NA | 0.03 | 0.19 | 0.03 | 0.07 | -0.15 | 0.04 | 0.1 | 0.11 | -0.04 | 0.09 | 0.04 | 0.0 | 0.04 | 0.08 | 0.08 | 0.02 | 0.08 | 0.11 | -0.15 | 0.0 | 0.06 | 0.05 |
| Alpha | NA | -0.01 | 0.05 | 0.01 | 0.01 | 0.0 | NA | NA | 0.0 | 0.04 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.02 | -0.03 | -0.03 | 0.02 | 0.02 |
| Beta | NA | 1.02 | 1.02 | 1.12 | 1.15 | 1.11 | NA | NA | 1.31 | 1.17 | 1.14 | 1.11 | 1.19 | 1.13 | 1.01 | 1.15 | 1.16 | 1.04 | 1.1 | 1.24 | 1.3 | 1.2 | 1.24 | 1.46 | 1.29 | 1.47 | 1.63 | 1.97 | 1.53 | 1.26 |
| RSquared | NA | 0.98 | 0.14 | 0.42 | 0.59 | 0.65 | NA | NA | 0.74 | 0.2 | 0.95 | 0.93 | 0.94 | 0.66 | 0.73 | 0.92 | 0.9 | 0.78 | 0.83 | 0.94 | 0.89 | 0.91 | 0.74 | 0.89 | 0.69 | 0.91 | 0.9 | 0.74 | 0.7 | 0.39 |
| Yield(%) | N/A | 0.0 | 19.2 | 10.6 | 6.2 | 5.5 | 5.0 | 4.4 | N/A | 19.9 | 6.9 | 4.7 | 2.0 | 2.1 | 2.0 | 5.4 | 5.7 | 2.4 | 1.8 | 1.8 | 2.1 | 1.8 | 2.4 | 2.4 | 2.6 | 2.8 | 2.9 | 4.1 | 2.2 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 189.4 | 363.7 | 110.2 | 151.3 | N/A | N/A | N/A | 189.4 | 59.1 | 87.9 | -0.3 | 10.0 | -58.2 | -14.2 | 155.6 | 33.9 | -1.8 | -9.6 | 22.1 | -18.4 | 1.6 | -2.0 | 6.4 | -29.1 | -30.6 | 105.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/01/2005
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