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SWYMX: SCHWAB TARGET 2050 INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 24.36 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 | 2.24% |
| 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(%) | 0.3 | 11.8 | 26.8 | 19.1 | 10.0 | 11.5 | 19.4 | 14.6 | 20.6 | -17.6 | 17.8 | 14.6 | 25.4 | -7.6 | 18.8 | 2.1 |
| Sharpe Ratio | NA | 2.04 | 2.18 | 1.27 | 0.51 | 0.61 | 1.1 | 1.01 | 1.4 | -0.91 | 1.54 | 0.47 | 2.33 | -0.65 | 2.93 | 0.63 |
| Draw Down(%) | NA | 8.5 | 8.5 | 15.0 | 25.4 | 31.8 | 15.0 | 6.8 | 10.9 | 25.3 | 5.0 | 31.8 | 5.4 | 16.7 | 1.9 | 4.9 |
| Standard Deviation(%) | NA | 13.6 | 11.3 | 12.9 | 14.7 | 15.9 | 15.1 | 10.9 | 12.2 | 21.0 | 11.5 | 30.8 | 10.3 | 13.8 | 6.2 | 9.9 |
| Treynor Ratio | NA | 0.29 | 0.28 | 0.2 | 0.09 | 0.12 | 0.21 | 0.14 | 0.2 | -0.23 | 0.22 | 0.18 | 0.3 | -0.11 | 0.23 | 0.07 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.02 | 0.01 | -0.02 |
| Beta | NA | 0.95 | 0.89 | 0.82 | 0.82 | 0.81 | 0.78 | 0.8 | 0.86 | 0.83 | 0.82 | 0.8 | 0.8 | 0.8 | 0.81 | 0.9 |
| RSquared | NA | 0.93 | 0.92 | 0.93 | 0.95 | 0.9 | 0.96 | 0.91 | 0.93 | 0.97 | 0.95 | 0.82 | 0.97 | 0.96 | 0.84 | 0.94 |
| Yield(%) | N/A | 0.0 | 2.2 | 2.5 | 2.1 | N/A | 2.3 | 2.3 | 2.4 | 1.6 | 2.1 | 1.9 | 2.4 | 1.9 | 0.0 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | 15.3 | 37.7 | N/A | N/A | 15.3 | 14.2 | 20.5 | -11.0 | 24.6 | -4.6 | 12.1 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/31/2016
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