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SWYEX: SCHWAB TARGET 2030 INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 18.6 0(0.0%) June 08
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 08/31/2016 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.70% |
| Expenses | 0.08% |
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Performance Analytics (As of 06/05/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 08/31/2016 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.7 | 5.6 | 15.9 | 13.4 | 6.8 | 8.6 | 14.8 | 10.7 | 16.3 | -15.7 | 12.6 | 13.1 | 20.9 | -5.1 | 14.7 | 1.1 |
| Sharpe Ratio | NA | 1.79 | 2.07 | 1.19 | 0.42 | 0.61 | 1.18 | 0.88 | 1.4 | -1.08 | 1.53 | 0.57 | 2.62 | -0.63 | 3.02 | 0.4 |
| Draw Down(%) | NA | 5.9 | 5.9 | 9.7 | 22.0 | 23.9 | 9.7 | 4.1 | 8.6 | 21.9 | 3.6 | 23.9 | 3.5 | 12.4 | 1.5 | 3.9 |
| Standard Deviation(%) | NA | 9.0 | 7.6 | 9.1 | 10.7 | 11.6 | 10.1 | 8.0 | 9.1 | 15.9 | 8.2 | 22.4 | 7.4 | 10.3 | 4.7 | 7.8 |
| Treynor Ratio | NA | 0.28 | 0.28 | 0.19 | 0.08 | 0.12 | 0.23 | 0.12 | 0.21 | -0.28 | 0.22 | 0.22 | 0.34 | -0.11 | 0.24 | 0.04 |
| Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.01 | 0.0 | -0.02 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.02 |
| Beta | NA | 0.57 | 0.56 | 0.56 | 0.58 | 0.58 | 0.51 | 0.56 | 0.62 | 0.62 | 0.58 | 0.58 | 0.57 | 0.6 | 0.6 | 0.7 |
| RSquared | NA | 0.83 | 0.85 | 0.87 | 0.91 | 0.88 | 0.92 | 0.84 | 0.86 | 0.95 | 0.95 | 0.81 | 0.95 | 0.96 | 0.8 | 0.92 |
| Yield(%) | N/A | 0.0 | 2.7 | 2.9 | 2.3 | N/A | 2.8 | 2.8 | 2.6 | 1.8 | 2.1 | 1.9 | 2.3 | 2.1 | 0.0 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | 8.3 | 47.3 | N/A | N/A | 8.3 | 22.5 | 21.5 | -4.5 | 18.6 | 0.0 | 2.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2016
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