Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWGRX (SCHWAB TARGET 2015 FUND SCHWAB TARGET 2015 FUND) | 4.46% | 12.66% | 10.32% | 2.80% | 4.95% | 5.23% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWGRX (SCHWAB TARGET 2015 FUND SCHWAB TARGET 2015 FUND) | 03/14/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.66 | 10.32 | 2.80 | 4.95 | 5.23 | NA | … | … | 4.46 | 11.79 | 7.90 | 12.46 | -17.86 | 2.79 | 8.79 | 15.06 | -3.79 | 10.74 | 4.25 | 0.31 | 5.26 | 12.19 | 10.97 | 1.78 | 11.56 | 17.61 | -20.42 |
| Sharpe Ratio | NA | 1.77 | 1.06 | 0.03 | 0.44 | NA | NA | … | … | 1.21 | 1.28 | 0.71 | 1.28 | -1.67 | 0.40 | 0.68 | 3.22 | -0.93 | 3.66 | 0.74 | 0.05 | 1.07 | 2.16 | 1.68 | 0.14 | 1.11 | 1.13 | -1.09 |
| Standard Deviation(%) | NA | 5.66 | 6.69 | 8.02 | 7.51 | NA | NA | … | … | 6.77 | 6.99 | 6.05 | 6.95 | 11.61 | 6.99 | 12.42 | 4.22 | 5.60 | 2.76 | 5.45 | 5.81 | 4.89 | 5.62 | 6.56 | 12.50 | 10.37 | 15.47 | 23.47 |
| Draw Down(%) | NA | 4.70 | 6.92 | 23.30 | 23.30 | NA | NA | … | … | 4.70 | 6.28 | 3.35 | 6.92 | 19.30 | 4.95 | 15.18 | 1.68 | 7.56 | 0.87 | 4.33 | 5.37 | 3.66 | 5.03 | 5.29 | 10.85 | 7.40 | 16.81 | 33.02 |
| Yield(%) | 0.00 | 8.79 | 7.77 | 4.64 | 4.92 | 5.02 | 4.09 | … | … | 0.00 | 9.11 | 8.06 | 6.43 | 2.07 | 2.26 | 2.08 | 5.93 | 4.71 | 5.92 | 5.26 | 6.62 | 6.79 | 1.80 | 2.22 | 2.06 | 2.05 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/14/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGRX (SCHWAB TARGET 2015 FUND SCHWAB TARGET 2015 FUND) |
-3.40%
Oct 2020 – Oct 2023 |
0.34%
Dec 2017 – Dec 2022 |
2.57%
Oct 2013 – Oct 2023 |
3.36%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWGRX (SCHWAB TARGET 2015 FUND SCHWAB TARGET 2015 FUND) |
16.73%
Feb 2009 – Feb 2012 |
13.69%
Feb 2009 – Feb 2014 |
8.73%
Feb 2009 – Feb 2019 |
6.70%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart