Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWMRX (SCHWAB TARGET 2045 FUND SCHWAB TARGET 2045 FUND) | 10.03% | 24.10% | 17.70% | 6.76% | 9.60% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWMRX (SCHWAB TARGET 2045 FUND SCHWAB TARGET 2045 FUND) | 01/24/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 24.10 | 17.70 | 6.76 | 9.60 | NA | NA | … | … | 10.03 | 18.84 | 13.37 | 20.10 | -23.95 | 14.22 | 13.48 | 23.98 | -9.83 | 21.38 | 6.91 | -0.20 | 6.52 | 19.76 |
| Sharpe Ratio | NA | 1.98 | 1.18 | 0.30 | 0.53 | NA | NA | … | … | 1.76 | 1.13 | 0.92 | 1.44 | -1.22 | 1.21 | 0.47 | 2.22 | -0.88 | 3.39 | 0.53 | -0.02 | 0.62 | 1.99 |
| Standard Deviation(%) | NA | 10.85 | 12.22 | 14.31 | 15.05 | NA | NA | … | … | 12.78 | 14.14 | 10.64 | 11.53 | 20.89 | 11.77 | 28.17 | 10.12 | 12.83 | 6.14 | 12.61 | 13.28 | 10.54 | 10.64 |
| Draw Down(%) | NA | 8.62 | 14.20 | 28.56 | 31.74 | NA | NA | … | … | 8.62 | 14.20 | 6.87 | 10.60 | 26.53 | 4.96 | 31.74 | 5.77 | 17.77 | 1.64 | 11.60 | 11.54 | 7.97 | 6.91 |
| Yield(%) | 0.00 | 5.55 | 4.58 | 3.07 | 4.56 | 4.34 | 3.26 | … | … | 0.00 | 5.86 | 3.48 | 3.48 | 1.32 | 3.21 | 1.30 | 6.43 | 5.61 | 3.27 | 5.45 | 5.45 | 3.84 | 0.00 |
Data as of 06/05/2026, Common starting date is 01/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWMRX (SCHWAB TARGET 2045 FUND SCHWAB TARGET 2045 FUND) |
-0.52%
Apr 2021 – Apr 2024 |
1.96%
Dec 2017 – Dec 2022 |
5.10%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWMRX (SCHWAB TARGET 2045 FUND SCHWAB TARGET 2045 FUND) |
18.50%
May 2023 – May 2026 |
13.02%
Oct 2016 – Oct 2021 |
10.04%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart