Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWIRX (SCHWAB TARGET 2035 FUND SCHWAB TARGET 2035 FUND) | 7.96% | 19.93% | 15.27% | 5.45% | 8.33% | 8.27% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/14/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWIRX (SCHWAB TARGET 2035 FUND SCHWAB TARGET 2035 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 (%) | 0.05 | 19.93 | 15.27 | 5.45 | 8.33 | 8.27 | NA | … | … | 7.96 | 16.50 | 11.73 | 17.92 | -22.21 | 10.70 | 12.44 | 21.88 | -8.25 | 19.11 | 6.21 | -0.10 | 6.49 | 24.06 | 15.64 | -1.24 | 14.57 | 26.53 | -24.62 |
| Sharpe Ratio | NA | 1.92 | 1.17 | 0.24 | 0.52 | NA | NA | … | … | 1.60 | 1.18 | 0.89 | 1.45 | -1.30 | 1.05 | 0.51 | 2.40 | -0.88 | 3.46 | 0.54 | -0.01 | 0.68 | 2.50 | 1.38 | -0.06 | 0.88 | 1.25 | -1.04 |
| Standard Deviation(%) | NA | 9.01 | 10.29 | 12.27 | 12.82 | NA | NA | … | … | 10.65 | 11.63 | 9.08 | 9.92 | 18.20 | 10.19 | 23.74 | 8.49 | 11.01 | 5.36 | 11.07 | 11.72 | 9.46 | 9.59 | 11.43 | 20.94 | 16.45 | 21.10 | 29.43 |
| Draw Down(%) | NA | 7.27 | 11.60 | 27.23 | 27.64 | NA | NA | … | … | 7.27 | 11.60 | 5.35 | 9.48 | 24.52 | 4.18 | 27.64 | 4.68 | 15.28 | 1.46 | 10.16 | 10.28 | 7.10 | 6.64 | 9.60 | 18.73 | 12.81 | 20.10 | 38.89 |
| Yield(%) | 0.00 | 7.10 | 5.51 | 3.51 | 4.89 | 5.56 | 4.74 | … | … | 0.00 | 7.45 | 4.28 | 3.90 | 1.48 | 2.87 | 1.60 | 7.25 | 6.10 | 3.87 | 5.84 | 7.55 | 6.23 | 1.95 | 2.06 | 1.45 | 1.71 | 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 |
|---|---|---|---|---|
| SWIRX (SCHWAB TARGET 2035 FUND SCHWAB TARGET 2035 FUND) |
-1.16%
Apr 2021 – Apr 2024 |
1.61%
Dec 2017 – Dec 2022 |
4.67%
Oct 2013 – Oct 2023 |
5.57%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWIRX (SCHWAB TARGET 2035 FUND SCHWAB TARGET 2035 FUND) |
21.70%
Feb 2009 – Feb 2012 |
19.16%
Feb 2009 – Feb 2014 |
12.32%
Feb 2009 – Feb 2019 |
10.04%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart