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SWNRX: SCHWAB TARGET 2050 FUND SCHWAB TARGET 2050 FUND (MUTUAL FUND)
Basic Info 21.32 0(0.0%) June 05
| Asset Class: | Target Date 2046-2050 |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 01/24/2013 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 5.35% |
| Expenses | 0.56% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | 10.9 | 25.7 | 18.4 | 7.1 | 10.0 | 9.4 | 19.6 | 13.9 | 20.7 | -24.6 | 14.4 | 13.8 | 24.4 | -10.5 | 22.2 | 7.0 | -0.2 | 6.7 | 20.3 |
| Sharpe Ratio | NA | 1.83 | 2.06 | 1.22 | 0.31 | 0.52 | 0.55 | 1.12 | 0.92 | 1.42 | -1.2 | 1.15 | 0.46 | 2.19 | -0.83 | 2.7 | 0.53 | -0.02 | 0.62 | 1.99 |
| Draw Down(%) | NA | 9.1 | 9.1 | 15.0 | 29.6 | 32.9 | 32.9 | 15.0 | 7.4 | 11.0 | 27.1 | 5.1 | 32.9 | 6.1 | 19.2 | 2.4 | 11.9 | 11.9 | 8.2 | 7.0 |
| Standard Deviation(%) | NA | 13.9 | 11.5 | 12.9 | 15.0 | 15.9 | 15.0 | 14.9 | 11.2 | 12.1 | 21.7 | 12.5 | 29.3 | 10.5 | 14.3 | 8.0 | 13.0 | 13.5 | 10.8 | 11.0 |
| Treynor Ratio | NA | 0.26 | 0.26 | 0.19 | 0.06 | 0.11 | 0.1 | 0.22 | 0.12 | 0.2 | -0.31 | 0.16 | 0.2 | 0.28 | -0.17 | 0.24 | 0.07 | 0.0 | 0.07 | 0.23 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.01 | 0.02 | -0.02 | -0.01 | -0.05 | -0.03 | 0.01 | 0.0 | -0.03 | 0.01 | -0.01 | -0.01 | -0.02 | -0.02 |
| Beta | NA | 0.98 | 0.91 | 0.83 | 0.84 | 0.76 | 0.78 | 0.77 | 0.84 | 0.88 | 0.84 | 0.88 | 0.67 | 0.82 | 0.68 | 0.89 | 0.92 | 0.85 | 0.92 | 0.96 |
| RSquared | NA | 0.91 | 0.88 | 0.91 | 0.89 | 0.76 | 0.79 | 0.93 | 0.91 | 0.91 | 0.87 | 0.86 | 0.62 | 0.96 | 0.67 | 0.55 | 0.87 | 0.95 | 0.95 | 0.94 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | 5.6 | 3.7 | 3.9 | 1.3 | 3.3 | 1.2 | 5.9 | 5.5 | 3.2 | 5.5 | 5.5 | 3.8 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | 68.0 | 8.7 | 123.8 | -56.2 | 210.6 | -75.7 | -10.5 | 101.3 | -38.9 | -6.6 | 48.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/23/2013
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