Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) | 0.63% | 2.77% | 0.39% | 1.41% | 2.71% | 4.76% | NA | 4.50% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) | 07/20/2005 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 07/20/2005.
AR inception is since 07/20/2005.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.98 | 2.77 | 0.39 | 1.41 | 2.71 | 4.76 | NA | 4.50 | 0.63 | 2.53 | 8.33 | -17.80 | 2.51 | 9.33 | 16.18 | -4.47 | 13.03 | 4.62 | 0.21 | 5.77 | 16.16 | 12.76 | 0.97 | 12.49 | 22.56 | -26.62 | 3.46 | 13.47 | 2.53 |
| Sharpe Ratio | NA | -0.36 | -0.40 | -0.12 | 0.12 | NA | NA | 0.28 | -0.08 | -0.48 | 0.49 | -1.62 | 0.33 | 0.69 | 3.15 | -0.87 | 3.71 | 0.61 | 0.02 | 0.88 | 2.30 | 1.58 | 0.06 | 1.00 | 1.30 | -1.18 | 0.04 | 1.30 | 0.43 |
| Standard Deviation(%) | NA | 9.88 | 9.86 | 9.19 | 8.53 | NA | NA | 10.92 | 11.04 | 8.47 | 8.32 | 11.88 | 7.56 | 13.10 | 4.69 | 6.70 | 3.36 | 7.21 | 7.90 | 6.54 | 7.01 | 8.12 | 15.19 | 12.43 | 17.28 | 23.34 | 11.74 | 7.85 | 7.39 |
| Draw Down(%) | NA | 11.83 | 11.83 | 24.08 | 24.08 | NA | NA | 42.20 | 6.81 | 7.99 | 7.16 | 19.64 | 5.52 | 16.02 | 2.03 | 9.14 | 1.02 | 6.42 | 7.02 | 4.86 | 5.66 | 6.69 | 13.38 | 9.20 | 17.81 | 36.31 | 9.12 | 7.58 | 3.44 |
| Yield(%) | 0.00 | 3.33 | 2.70 | 2.60 | 3.86 | 4.37 | 3.93 | 4.14 | 0.00 | 3.36 | 3.10 | 2.03 | 2.30 | 2.09 | 6.24 | 5.44 | 6.10 | 5.64 | 5.40 | 2.28 | 1.90 | 2.38 | 2.05 | 2.24 | 2.50 | 2.41 | 4.04 | 2.04 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) |
-9.80%
Feb 2006 - Feb 2009 |
0.22%
May 2007 - May 2012 |
2.89%
Mar 2015 - Mar 2025 |
3.31%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWCRX (SCHWAB TARGET 2020 FUND SCHWAB TARGET 2020 FUND) |
19.17%
Feb 2009 - Feb 2012 |
16.01%
Feb 2009 - Feb 2014 |
10.13%
Feb 2009 - Feb 2019 |
7.41%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart