Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWQRX (Schwab Target 2065 Fund) | 8.71% | 23.03% | 18.07% | 8.78% | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/26/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWQRX (Schwab Target 2065 Fund) | 02/26/2021 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.03 | 23.03 | 18.07 | 8.78 | NA | NA | NA | … | … | 8.71 | 20.95 | 14.00 | 21.58 | -20.23 | 15.30 |
| Sharpe Ratio | NA | 2.06 | 1.18 | 0.44 | NA | NA | NA | … | … | 1.90 | 1.14 | 0.85 | 1.44 | -0.97 | 1.48 |
| Standard Deviation(%) | NA | 12.32 | 13.83 | 15.75 | NA | NA | NA | … | … | 14.63 | 15.97 | 12.28 | 12.53 | 22.51 | 12.33 |
| Draw Down(%) | NA | 9.80 | 16.02 | 28.26 | NA | NA | NA | … | … | 9.80 | 16.02 | 8.09 | 11.46 | 27.83 | 5.53 |
| Yield(%) | 0.00 | 3.47 | 3.77 | 3.27 | 1.80 | 1.20 | 0.90 | … | … | 0.00 | 3.71 | 3.27 | 3.89 | 3.79 | 3.03 |
Data as of 06/08/2026, Common starting date is 02/26/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWQRX (Schwab Target 2065 Fund) |
2.41%
Apr 2021 – Apr 2024 |
8.20%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWQRX (Schwab Target 2065 Fund) |
21.34%
Sep 2022 – Sep 2025 |
9.63%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart