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SWIRX: SCHWAB TARGET 2035 FUND SCHWAB TARGET 2035 FUND (MUTUAL FUND)
Basic Info 20.07 0(0.0%) June 05
| Asset Class: | Target Date 2031-2035 |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 03/14/2008 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 7.14% |
| Expenses | 0.47% |
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Performance Analytics (As of 05/29/2026)
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 | 8.0 | 19.9 | 15.2 | 5.5 | 8.4 | 8.2 | 7.5 | 16.5 | 11.7 | 17.9 | -22.2 | 10.7 | 12.4 | 21.9 | -8.3 | 19.1 | 6.2 | -0.1 | 6.5 | 24.1 | 15.6 | -1.2 | 14.6 | 26.5 | -24.6 |
| Sharpe Ratio | NA | 1.63 | 1.99 | 1.21 | 0.25 | 0.53 | NA | 0.44 | 1.18 | 0.89 | 1.45 | -1.3 | 1.05 | 0.51 | 2.4 | -0.88 | 3.46 | 0.54 | -0.01 | 0.68 | 2.5 | 1.38 | -0.06 | 0.88 | 1.25 | -1.04 |
| Draw Down(%) | NA | 7.3 | 7.3 | 11.6 | 27.2 | 27.6 | NA | 42.6 | 11.6 | 5.3 | 9.5 | 24.5 | 4.2 | 27.6 | 4.7 | 15.3 | 1.5 | 10.2 | 10.3 | 7.1 | 6.6 | 9.6 | 18.7 | 12.8 | 20.1 | 38.9 |
| Standard Deviation(%) | NA | 10.8 | 9.0 | 10.3 | 12.3 | 12.8 | NA | 14.8 | 11.6 | 9.1 | 9.9 | 18.2 | 10.2 | 23.7 | 8.5 | 11.0 | 5.4 | 11.1 | 11.7 | 9.5 | 9.6 | 11.4 | 20.9 | 16.5 | 21.1 | 29.4 |
| Treynor Ratio | NA | 0.18 | 0.18 | 0.12 | 0.03 | 0.07 | NA | 0.07 | 0.13 | 0.08 | 0.14 | -0.23 | 0.11 | 0.14 | 0.2 | -0.11 | 0.18 | 0.06 | 0.0 | 0.06 | 0.24 | 0.17 | -0.01 | 0.15 | 0.32 | -0.42 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | NA | 0.0 | -0.01 | 0.0 | 0.0 | -0.02 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | -0.03 |
| Beta | NA | 0.99 | 0.99 | 1.02 | 1.04 | 0.93 | NA | 0.88 | 1.05 | 1.06 | 1.05 | 1.05 | 0.99 | 0.85 | 1.0 | 0.91 | 1.0 | 0.93 | 0.98 | 1.04 | 0.99 | 0.91 | 0.97 | 0.96 | 0.83 | 0.73 |
| RSquared | NA | 0.99 | 0.96 | 0.95 | 0.92 | 0.82 | NA | 0.9 | 0.99 | 0.99 | 0.96 | 0.91 | 0.81 | 0.73 | 0.99 | 0.9 | 0.91 | 0.92 | 0.99 | 0.98 | 0.98 | 0.85 | 0.98 | 0.96 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 7.4 | 4.3 | 3.9 | 1.5 | 2.9 | 1.6 | 7.2 | 6.1 | 3.9 | 5.8 | 7.6 | 6.2 | 2.0 | 2.1 | 1.5 | 1.7 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 88.1 | 24.1 | 101.1 | -43.7 | 95.9 | -74.5 | 1.8 | 80.7 | -32.3 | -29.4 | 22.5 | 279.6 | 7.8 | 38.9 | -4.8 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/12/2008
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