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SWGRX: SCHWAB TARGET 2015 FUND SCHWAB TARGET 2015 FUND (MUTUAL FUND)
Basic Info 11.47 0(0.0%) June 05
| Asset Class: | Target Date 2011-2015 |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 03/14/2008 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 8.84% |
| Expenses | 0.28% |
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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 | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 4.5 | 12.7 | 10.2 | 2.8 | 5.0 | 5.2 | 4.7 | 11.8 | 7.9 | 12.5 | -17.9 | 2.8 | 8.8 | 15.1 | -3.8 | 10.7 | 4.3 | 0.3 | 5.3 | 12.2 | 11.0 | 1.8 | 11.6 | 17.6 | -20.4 |
| Sharpe Ratio | NA | 1.24 | 1.86 | 1.1 | 0.04 | 0.45 | NA | 0.4 | 1.28 | 0.71 | 1.28 | -1.67 | 0.4 | 0.68 | 3.22 | -0.93 | 3.66 | 0.74 | 0.05 | 1.07 | 2.16 | 1.68 | 0.14 | 1.11 | 1.13 | -1.09 |
| Draw Down(%) | NA | 4.7 | 4.7 | 6.9 | 23.3 | 23.3 | NA | 36.1 | 6.3 | 3.4 | 6.9 | 19.3 | 5.0 | 15.2 | 1.7 | 7.6 | 0.9 | 4.3 | 5.4 | 3.7 | 5.0 | 5.3 | 10.8 | 7.4 | 16.8 | 33.0 |
| Standard Deviation(%) | NA | 6.9 | 5.7 | 6.7 | 8.0 | 7.5 | NA | 9.5 | 7.0 | 6.1 | 7.0 | 11.6 | 7.0 | 12.4 | 4.2 | 5.6 | 2.8 | 5.5 | 5.8 | 4.9 | 5.6 | 6.6 | 12.5 | 10.4 | 15.5 | 23.5 |
| Treynor Ratio | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | NA | 0.04 | 0.0 | 0.0 | 0.0 | -0.15 | 0.03 | 0.09 | 0.13 | -0.06 | 0.12 | 0.05 | 0.0 | 0.06 | 0.13 | 0.13 | 0.02 | 0.12 | 0.19 | -0.3 |
| Alpha | NA | NA | NA | NA | 0.02 | 0.01 | NA | 0.0 | NA | NA | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.03 |
| Beta | NA | NA | NA | NA | 1.26 | 0.97 | NA | 0.9 | NA | NA | NA | 1.28 | 1.1 | 0.91 | 1.02 | 0.91 | 0.87 | 0.78 | 0.82 | 0.89 | 0.9 | 0.86 | 0.95 | 0.92 | 0.9 | 0.86 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.21 | 0.44 | NA | 0.78 | 0.0 | 0.0 | 0.0 | 0.42 | 0.51 | 0.7 | 0.95 | 0.92 | 0.82 | 0.88 | 0.96 | 0.96 | 0.97 | 0.84 | 0.98 | 0.9 | 0.96 | 0.97 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 9.1 | 8.1 | 6.4 | 2.1 | 2.3 | 2.1 | 5.9 | 4.7 | 5.9 | 5.3 | 6.6 | 6.8 | 1.8 | 2.2 | 2.1 | 2.1 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 13.5 | 32.2 | 149.6 | -7.8 | 15.1 | -61.5 | 15.2 | -16.9 | 12.5 | -26.1 | -3.4 | 309.9 | -11.8 | 8.0 | 9.3 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/2008
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