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SWYNX: SCHWAB TARGET 2060 INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 25.3 0(0.0%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (46%) |
| Start Date: | 08/26/2016 |
| Last Dividend Date: | 12/30/2025 |
| 12-Mo. Yield | 2.16% |
| 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 08/26/2016 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.3 | 12.5 | 28.1 | 19.8 | 10.4 | 12.1 | 20.2 | 15.1 | 21.1 | -17.9 | 18.8 | 14.8 | 26.1 | -8.0 | 21.2 | 2.6 |
| Sharpe Ratio | NA | 2.06 | 2.17 | 1.27 | 0.52 | 0.62 | 1.1 | 1.01 | 1.39 | -0.89 | 1.55 | 0.45 | 2.28 | -0.65 | 3.25 | 0.72 |
| Draw Down(%) | NA | 9.0 | 9.0 | 15.8 | 25.9 | 33.4 | 15.8 | 7.2 | 11.2 | 25.8 | 5.3 | 33.4 | 5.9 | 17.6 | 2.0 | 5.0 |
| Standard Deviation(%) | NA | 14.4 | 11.9 | 13.5 | 15.3 | 16.7 | 15.8 | 11.4 | 12.6 | 21.9 | 12.1 | 32.5 | 10.8 | 14.5 | 6.3 | 10.1 |
| Treynor Ratio | NA | 0.3 | 0.28 | 0.2 | 0.09 | 0.12 | 0.21 | 0.14 | 0.2 | -0.22 | 0.22 | 0.17 | 0.29 | -0.11 | 0.24 | 0.08 |
| 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 | 1.01 | 0.94 | 0.86 | 0.86 | 0.85 | 0.82 | 0.84 | 0.9 | 0.86 | 0.86 | 0.84 | 0.84 | 0.84 | 0.85 | 0.93 |
| RSquared | NA | 0.93 | 0.92 | 0.93 | 0.95 | 0.9 | 0.95 | 0.91 | 0.93 | 0.97 | 0.95 | 0.83 | 0.97 | 0.97 | 0.9 | 0.93 |
| Yield(%) | N/A | 0.0 | 2.1 | 2.5 | 2.0 | N/A | 2.3 | 2.2 | 2.4 | 1.6 | 2.1 | 1.9 | 2.5 | 1.9 | 1.7 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | 14.9 | 36.3 | N/A | N/A | 14.9 | 10.9 | 21.9 | -10.9 | 24.1 | -5.8 | 14.3 | 33.4 | 41.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/26/2016
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