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 |
|---|---|---|---|---|---|---|---|---|
| SWNRX (SCHWAB TARGET 2050 FUND SCHWAB TARGET 2050 FUND) | -1.07% | 7.56% | 4.11% | 8.58% | 5.99% | NA | NA | 7.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWNRX (SCHWAB TARGET 2050 FUND SCHWAB TARGET 2050 FUND) | 01/24/2013 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 01/24/2013.
AR inception is since 01/24/2013.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.97 | 7.56 | 4.11 | 8.58 | 5.99 | NA | NA | 7.64 | -1.07 | 12.28 | 18.89 | -24.58 | 14.36 | 13.81 | 24.35 | -10.46 | 22.24 | 7.03 | -0.20 | 6.66 | 20.34 |
| Sharpe Ratio | NA | 0.08 | -0.02 | 0.39 | 0.26 | NA | NA | 0.40 | -0.28 | 0.50 | 1.21 | -1.20 | 1.15 | 0.46 | 2.19 | -0.82 | 2.70 | 0.53 | -0.02 | 0.62 | 1.99 |
| Standard Deviation(%) | NA | 15.88 | 16.29 | 15.94 | 16.16 | NA | NA | 15.33 | 22.49 | 11.36 | 12.17 | 21.67 | 12.47 | 29.34 | 10.47 | 14.34 | 8.03 | 12.98 | 13.48 | 10.77 | 10.96 |
| Draw Down(%) | NA | 15.46 | 17.19 | 29.57 | 32.87 | NA | NA | 32.87 | 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 | 1.99 | 1.79 | 2.53 | 3.61 | 3.44 | 2.58 | 4.30 | 0.00 | 2.08 | 2.21 | 1.30 | 3.35 | 1.19 | 5.87 | 5.53 | 3.24 | 5.51 | 5.48 | 3.82 | 0.00 |
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) |
-1.17%
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) |
17.41%
Dec 2018 - Dec 2021 |
13.35%
Oct 2016 - Oct 2021 |
7.35%
Sep 2014 - Sep 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart