Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWYGX (SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES) | 7.99% | 20.17% | 16.14% | 8.38% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYGX (SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES) | 08/31/2016 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.16 | 20.17 | 16.14 | 8.38 | NA | NA | NA | … | … | 7.99 | 17.57 | 13.19 | 19.07 | -16.94 | 15.60 | 14.14 | 23.64 | -6.62 | 17.43 | 1.83 |
| Sharpe Ratio | NA | 2.11 | 1.23 | 0.48 | NA | NA | NA | … | … | 1.95 | 1.12 | 0.98 | 1.42 | -0.96 | 1.54 | 0.50 | 2.41 | -0.63 | 2.93 | 0.59 |
| Standard Deviation(%) | NA | 9.82 | 11.38 | 13.13 | NA | NA | NA | … | … | 11.65 | 13.16 | 9.76 | 10.99 | 19.15 | 10.13 | 27.45 | 9.21 | 12.66 | 5.75 | 8.99 |
| Draw Down(%) | NA | 7.50 | 12.96 | 24.13 | NA | NA | NA | … | … | 7.50 | 12.96 | 5.71 | 10.04 | 23.94 | 4.35 | 28.74 | 4.78 | 15.27 | 1.87 | 4.55 |
| Yield(%) | 0.00 | 2.43 | 2.64 | 2.17 | 2.62 | 1.74 | 1.31 | … | … | 0.00 | 2.57 | 2.54 | 2.41 | 1.65 | 2.06 | 1.92 | 2.37 | 2.02 | 0.00 | 1.13 |
Data as of 06/09/2026, Common starting date is 08/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYGX (SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES) |
1.93%
Mar 2017 – Mar 2020 |
3.86%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYGX (SCHWAB TARGET 2040 INDEX FUND INSTITUTIONAL SHARES) |
18.66%
Sep 2022 – Sep 2025 |
12.82%
Oct 2016 – Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart