Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWORX (SCHWAB TARGET 2055 FUND SCHWAB TARGET 2055 FUND) | 8.66% | 22.44% | 17.62% | 6.75% | 9.82% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/24/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWORX (SCHWAB TARGET 2055 FUND SCHWAB TARGET 2055 FUND) | 01/24/2013 | 06/09/2026 |
| 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 (%) | -2.68 | 22.44 | 17.62 | 6.75 | 9.82 | NA | NA | … | … | 8.66 | 20.10 | 14.04 | 20.76 | -24.97 | 15.61 | 13.94 | 24.70 | -10.69 | 22.73 | 7.23 | -0.40 | 6.65 | 20.74 |
| Sharpe Ratio | NA | 2.02 | 1.18 | 0.31 | 0.52 | NA | NA | … | … | 1.87 | 1.12 | 0.91 | 1.41 | -1.20 | 1.23 | 0.45 | 2.14 | -0.84 | 2.58 | 0.52 | -0.03 | 0.60 | 1.99 |
| Standard Deviation(%) | NA | 11.87 | 13.24 | 15.34 | 16.30 | NA | NA | … | … | 14.00 | 15.44 | 11.43 | 12.28 | 22.14 | 12.63 | 30.24 | 10.86 | 14.51 | 8.61 | 13.40 | 14.00 | 11.07 | 11.16 |
| Draw Down(%) | NA | 9.42 | 15.50 | 29.47 | 33.56 | NA | NA | … | … | 9.42 | 15.50 | 7.63 | 11.25 | 27.49 | 5.33 | 33.56 | 6.29 | 19.17 | 2.39 | 12.28 | 12.15 | 8.43 | 7.06 |
| Yield(%) | 0.00 | 4.78 | 4.49 | 3.04 | 4.53 | 4.36 | 3.27 | … | … | 0.00 | 5.10 | 3.82 | 3.87 | 1.27 | 3.38 | 1.14 | 6.12 | 5.37 | 3.22 | 5.37 | 5.51 | 3.83 | 0.00 |
Data as of 06/09/2026, 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 |
|---|---|---|---|---|
| SWORX (SCHWAB TARGET 2055 FUND SCHWAB TARGET 2055 FUND) |
-0.55%
Apr 2021 – Apr 2024 |
1.94%
Dec 2017 – Dec 2022 |
5.26%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWORX (SCHWAB TARGET 2055 FUND SCHWAB TARGET 2055 FUND) |
19.74%
May 2023 – May 2026 |
13.60%
Oct 2016 – Oct 2021 |
10.54%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart