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SWYLX: SCHWAB TARGET 2020 INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 14.65 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 | 5.87% |
| Expenses | 0.08% |
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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 | Since 08/31/2016 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.1 | 5.6 | 14.3 | 11.0 | 5.4 | 6.7 | 12.2 | 8.3 | 12.9 | -13.8 | 8.1 | 11.0 | 16.2 | -3.1 | 10.8 | 0.3 |
| Sharpe Ratio | NA | 1.58 | 2.03 | 1.15 | 0.35 | 0.61 | 1.23 | 0.73 | 1.28 | -1.3 | 1.48 | 0.74 | 3.14 | -0.65 | 2.97 | 0.09 |
| Draw Down(%) | NA | 4.7 | 4.7 | 7.0 | 18.9 | 18.9 | 6.8 | 3.5 | 7.0 | 18.6 | 2.7 | 16.6 | 1.9 | 8.3 | 1.3 | 3.0 |
| Standard Deviation(%) | NA | 7.2 | 5.9 | 7.1 | 8.0 | 8.1 | 7.6 | 6.4 | 7.3 | 11.7 | 5.4 | 14.6 | 4.7 | 6.9 | 3.4 | 5.9 |
| Treynor Ratio | NA | 0.24 | 0.27 | 0.2 | 0.07 | 0.13 | 0.25 | 0.11 | 0.21 | -0.35 | 0.22 | 0.3 | 0.43 | -0.11 | 0.26 | 0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | -0.01 | 0.0 | -0.03 | 0.0 | 0.01 | 0.02 | -0.01 | 0.01 | -0.02 |
| Beta | NA | 0.48 | 0.44 | 0.41 | 0.42 | 0.39 | 0.37 | 0.42 | 0.45 | 0.44 | 0.37 | 0.36 | 0.35 | 0.4 | 0.4 | 0.52 |
| RSquared | NA | 0.86 | 0.81 | 0.78 | 0.82 | 0.8 | 0.86 | 0.72 | 0.69 | 0.88 | 0.87 | 0.75 | 0.87 | 0.94 | 0.67 | 0.87 |
| Yield(%) | N/A | 0.0 | 5.8 | 4.8 | 3.5 | N/A | 6.1 | 5.0 | 2.9 | 2.1 | 2.6 | 1.9 | 2.4 | 2.2 | 0.0 | 0.7 |
| Dividend Growth(%) | N/A | -100.0 | 25.6 | 106.4 | N/A | N/A | 25.6 | 90.3 | 16.1 | -14.7 | 45.2 | -8.7 | 5.4 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2016
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