Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWNRX (SCHWAB TARGET 2050 FUND SCHWAB TARGET 2050 FUND) | 10.93% | 25.69% | 18.53% | 6.98% | 9.86% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWNRX (SCHWAB TARGET 2050 FUND SCHWAB TARGET 2050 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 (%) | 0.19 | 25.69 | 18.53 | 6.98 | 9.86 | NA | NA | … | … | 10.93 | 19.56 | 13.91 | 20.65 | -24.58 | 14.36 | 13.81 | 24.35 | -10.46 | 22.24 | 7.03 | -0.20 | 6.66 | 20.34 |
| Sharpe Ratio | NA | 2.00 | 1.19 | 0.30 | 0.52 | NA | NA | … | … | 1.82 | 1.12 | 0.92 | 1.42 | -1.20 | 1.15 | 0.46 | 2.19 | -0.83 | 2.70 | 0.53 | -0.02 | 0.62 | 1.99 |
| Standard Deviation(%) | NA | 11.54 | 12.88 | 15.00 | 15.87 | NA | NA | … | … | 13.65 | 14.93 | 11.16 | 12.07 | 21.67 | 12.47 | 29.34 | 10.47 | 14.34 | 8.03 | 12.98 | 13.48 | 10.77 | 10.96 |
| Draw Down(%) | NA | 9.15 | 15.00 | 29.57 | 32.87 | NA | NA | … | … | 9.15 | 15.00 | 7.43 | 10.99 | 27.10 | 5.14 | 32.87 | 6.06 | 19.17 | 2.41 | 11.95 | 11.89 | 8.23 | 6.98 |
| Yield(%) | 0.00 | 5.31 | 4.70 | 3.12 | 4.57 | 4.38 | 3.29 | … | … | 0.00 | 5.61 | 3.70 | 3.95 | 1.30 | 3.35 | 1.19 | 5.87 | 5.53 | 3.24 | 5.51 | 5.48 | 3.82 | 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 |
|---|---|---|---|---|
| SWNRX (SCHWAB TARGET 2050 FUND SCHWAB TARGET 2050 FUND) |
-0.68%
Apr 2021 – Apr 2024 |
1.80%
Dec 2017 – Dec 2022 |
5.14%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWNRX (SCHWAB TARGET 2050 FUND SCHWAB TARGET 2050 FUND) |
19.35%
May 2023 – May 2026 |
13.35%
Oct 2016 – Oct 2021 |
10.29%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart