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SWYGX: SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 22.18 0(0.0%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (47%) |
| Start Date: | 08/31/2016 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.46% |
| Expenses | 0.08% |
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Performance Analytics (As of 06/05/2026)
| 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(%) | 0.2 | 10.1 | 23.4 | 17.2 | 8.8 | 10.5 | 17.6 | 13.2 | 19.1 | -16.9 | 15.6 | 14.1 | 23.6 | -6.6 | 17.4 | 1.8 |
| Sharpe Ratio | NA | 1.95 | 2.11 | 1.23 | 0.48 | 0.62 | 1.12 | 0.98 | 1.42 | -0.96 | 1.54 | 0.5 | 2.41 | -0.63 | 2.93 | 0.59 |
| Draw Down(%) | NA | 7.5 | 7.5 | 13.0 | 24.1 | 28.7 | 13.0 | 5.7 | 10.0 | 23.9 | 4.4 | 28.7 | 4.8 | 15.3 | 1.9 | 4.5 |
| Standard Deviation(%) | NA | 11.6 | 9.8 | 11.4 | 13.1 | 14.2 | 13.2 | 9.8 | 11.0 | 19.1 | 10.1 | 27.5 | 9.2 | 12.7 | 5.7 | 9.0 |
| Treynor Ratio | NA | 0.3 | 0.28 | 0.2 | 0.09 | 0.12 | 0.22 | 0.13 | 0.2 | -0.24 | 0.22 | 0.19 | 0.31 | -0.11 | 0.23 | 0.07 |
| Alpha | NA | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | 0.0 | -0.01 | -0.01 | 0.0 | 0.01 | -0.01 | 0.01 | -0.02 |
| Beta | NA | 0.75 | 0.73 | 0.71 | 0.73 | 0.72 | 0.68 | 0.71 | 0.77 | 0.76 | 0.72 | 0.71 | 0.71 | 0.73 | 0.75 | 0.81 |
| RSquared | NA | 0.85 | 0.88 | 0.91 | 0.94 | 0.9 | 0.95 | 0.9 | 0.91 | 0.97 | 0.95 | 0.82 | 0.97 | 0.96 | 0.84 | 0.93 |
| Yield(%) | N/A | 0.0 | 2.4 | 2.7 | 2.2 | N/A | 2.6 | 2.5 | 2.4 | 1.6 | 2.1 | 1.9 | 2.4 | 2.0 | 0.0 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | 12.5 | 42.1 | N/A | N/A | 12.5 | 22.0 | 18.9 | -8.3 | 19.0 | -1.2 | 7.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2016
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