Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) | 6.51% | 20.07% | 14.52% | 5.01% | 7.68% | 7.69% | 6.72% | … | … |
Data as of 06/05/2026, Common starting date is 07/01/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) | 07/01/2005 | 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 | 20.07 | 14.52 | 5.01 | 7.68 | 7.69 | 6.72 | … | … | 6.51 | 17.78 | 10.52 | 16.38 | -20.75 | 7.81 | 11.67 | 20.44 | -7.20 | 17.52 | 5.80 | 0.04 | 6.32 | 21.71 | 14.75 | -0.62 | 14.00 | 26.49 | -29.23 | 3.80 | 14.16 | 5.49 |
| Sharpe Ratio | NA | 2.16 | 1.24 | 0.23 | 0.53 | NA | NA | … | … | 1.47 | 1.46 | 0.86 | 1.43 | -1.37 | 0.81 | 0.54 | 2.52 | -0.86 | 3.52 | 0.56 | 0.00 | 0.73 | 2.44 | 1.41 | -0.03 | 0.92 | 1.32 | -1.16 | 0.05 | 1.25 | 1.11 |
| Standard Deviation(%) | NA | 8.05 | 9.09 | 10.99 | 11.47 | NA | NA | … | … | 9.10 | 10.22 | 8.04 | 9.00 | 16.23 | 9.63 | 21.10 | 7.53 | 10.00 | 4.81 | 10.03 | 10.65 | 8.61 | 8.88 | 10.49 | 19.36 | 15.18 | 19.94 | 26.05 | 12.85 | 8.62 | 7.82 |
| Draw Down(%) | NA | 6.27 | 9.71 | 26.73 | 26.73 | NA | NA | … | … | 6.27 | 9.71 | 4.36 | 8.73 | 23.18 | 4.73 | 24.97 | 3.96 | 13.67 | 1.28 | 9.17 | 9.37 | 6.48 | 6.41 | 8.74 | 17.29 | 11.83 | 19.33 | 39.23 | 9.85 | 8.36 | 3.71 |
| Yield(%) | 0.00 | 11.17 | 7.97 | 4.70 | 5.68 | 6.04 | 5.44 | … | … | 0.00 | 11.68 | 6.65 | 4.77 | 1.61 | 2.69 | 1.75 | 7.46 | 6.09 | 5.42 | 5.95 | 8.57 | 3.76 | 2.00 | 2.21 | 1.66 | 1.88 | 2.12 | 2.09 | 3.80 | 1.75 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/01/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) |
-10.98%
Feb 2006 – Feb 2009 |
0.09%
May 2007 – May 2012 |
4.23%
Oct 2013 – Oct 2023 |
4.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWDRX (SCHWAB TARGET 2030 FUND SCHWAB TARGET 2030 FUND) |
21.28%
Feb 2009 – Feb 2012 |
18.44%
Feb 2009 – Feb 2014 |
11.81%
Feb 2009 – Feb 2019 |
9.43%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart