Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) | 4.80% | 34.54% | 17.26% | 6.57% | 7.26% | 7.06% | 6.17% | … | … |
Data as of 06/05/2026, Common starting date is 07/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) | 07/20/2005 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 34.54 | 17.26 | 6.57 | 7.26 | 7.06 | 6.17 | … | … | 4.80 | 33.13 | 8.33 | 12.83 | -17.80 | 2.51 | 9.33 | 16.18 | -4.47 | 13.03 | 4.62 | 0.21 | 5.77 | 16.16 | 12.76 | 0.97 | 12.49 | 22.56 | -26.62 | 3.46 | 13.47 | 2.53 |
| Sharpe Ratio | NA | 1.77 | 1.16 | 0.36 | 0.58 | NA | NA | … | … | 1.25 | 1.63 | 0.75 | 1.29 | -1.62 | 0.33 | 0.69 | 3.13 | -0.88 | 3.70 | 0.61 | 0.02 | 0.88 | 2.30 | 1.58 | 0.06 | 1.00 | 1.30 | -1.18 | 0.03 | 1.29 | 0.42 |
| Standard Deviation(%) | NA | 18.04 | 12.07 | 11.32 | 9.65 | NA | NA | … | … | 7.22 | 18.60 | 6.26 | 7.17 | 11.88 | 7.56 | 13.10 | 4.69 | 6.70 | 3.36 | 7.21 | 7.90 | 6.54 | 7.01 | 8.12 | 15.19 | 12.43 | 17.28 | 23.34 | 11.74 | 7.85 | 7.39 |
| Draw Down(%) | NA | 4.97 | 7.16 | 24.08 | 24.08 | NA | NA | … | … | 4.97 | 6.81 | 3.48 | 7.16 | 19.64 | 5.52 | 16.02 | 2.03 | 9.14 | 1.02 | 6.42 | 7.02 | 4.86 | 5.66 | 6.69 | 13.38 | 9.20 | 17.81 | 36.31 | 9.12 | 7.58 | 3.44 |
| Yield(%) | 0.00 | 27.24 | 14.66 | 7.99 | 7.10 | 6.75 | 5.92 | … | … | 0.00 | 28.27 | 9.03 | 7.48 | 2.03 | 2.30 | 2.09 | 6.24 | 5.44 | 6.10 | 5.64 | 5.40 | 2.28 | 1.90 | 2.38 | 2.05 | 2.24 | 2.50 | 2.41 | 4.04 | 2.04 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/20/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) |
-9.80%
Feb 2006 – Feb 2009 |
0.22%
May 2007 – May 2012 |
2.99%
Oct 2013 – Oct 2023 |
3.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) |
19.17%
Feb 2009 – Feb 2012 |
16.01%
Feb 2009 – Feb 2014 |
10.13%
Feb 2009 – Feb 2019 |
7.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart