Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) | 9.08% | 24.59% | 17.38% | 10.82% | 11.77% | 10.65% | 8.91% | … | … |
Data as of 06/05/2026, Common starting date is 07/20/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 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 (%) | 0.09 | 24.59 | 17.38 | 10.82 | 11.77 | 10.65 | 8.91 | … | … | 9.08 | 20.08 | 12.74 | 19.06 | -12.89 | 20.65 | 16.79 | 23.05 | -9.12 | 20.45 | 6.61 | -0.18 | 6.58 | 25.83 | 16.38 | -1.74 | 14.86 | 28.95 | -31.16 | 3.57 | 15.05 | 3.20 |
| Sharpe Ratio | NA | 2.16 | 1.24 | 0.60 | 0.71 | NA | NA | … | … | 1.69 | 1.32 | 0.92 | 1.43 | -0.68 | 1.82 | 0.63 | 2.29 | -0.85 | 3.36 | 0.53 | -0.02 | 0.64 | 2.53 | 1.36 | -0.08 | 0.86 | 1.31 | -1.10 | 0.03 | 1.24 | 0.54 |
| Standard Deviation(%) | NA | 10.14 | 11.39 | 13.87 | 14.30 | NA | NA | … | … | 11.82 | 13.12 | 9.93 | 10.87 | 21.07 | 11.36 | 26.08 | 9.41 | 12.33 | 5.91 | 12.08 | 12.72 | 10.18 | 10.19 | 12.08 | 22.00 | 17.18 | 22.04 | 29.01 | 14.07 | 9.39 | 8.54 |
| Draw Down(%) | NA | 8.08 | 13.05 | 25.57 | 29.83 | NA | NA | … | … | 8.08 | 13.05 | 6.20 | 10.14 | 25.57 | 4.56 | 29.83 | 5.26 | 16.79 | 1.57 | 11.11 | 11.10 | 7.74 | 6.89 | 10.18 | 19.67 | 13.53 | 20.94 | 41.54 | 11.00 | 9.16 | 3.88 |
| Yield(%) | 0.00 | 9.74 | 7.10 | 7.74 | 8.56 | 8.68 | 7.59 | … | … | 0.00 | 10.25 | 5.40 | 4.38 | 11.06 | 12.10 | 5.85 | 8.79 | 7.17 | 4.76 | 6.86 | 9.24 | 4.83 | 2.02 | 2.09 | 1.43 | 1.71 | 1.98 | 1.85 | 3.72 | 1.60 | 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 |
|---|---|---|---|---|
| SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) |
-12.14%
Feb 2006 – Feb 2009 |
-0.33%
May 2007 – May 2012 |
5.26%
Feb 2006 – Feb 2016 |
5.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWERX (SCHWAB TARGET 2040 FUND SCHWAB TARGET 2040 FUND) |
22.86%
Feb 2009 – Feb 2012 |
20.23%
Feb 2009 – Feb 2014 |
12.96%
Feb 2009 – Feb 2019 |
12.35%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart