Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SWYNX (SCHWAB TARGET 2060 INDEX FUND INSTITUTIONAL SHARES) | -0.94% | 9.37% | 8.03% | 12.51% | NA | NA | NA | 10.54% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWYNX (SCHWAB TARGET 2060 INDEX FUND INSTITUTIONAL SHARES) | 08/26/2016 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 08/26/2016.
AR inception is since 08/26/2016.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.71 | 9.37 | 8.03 | 12.51 | NA | NA | NA | 10.54 | -0.94 | 15.12 | 21.08 | -17.93 | 18.81 | 14.83 | 26.11 | -8.02 | 21.20 | 2.55 |
| Sharpe Ratio | NA | 0.24 | 0.21 | 0.63 | NA | NA | NA | 0.45 | -0.29 | 0.75 | 1.35 | -0.89 | 1.55 | 0.45 | 2.29 | -0.64 | 3.26 | 0.72 |
| Standard Deviation(%) | NA | 16.53 | 16.65 | 16.25 | NA | NA | NA | 17.17 | 24.06 | 11.36 | 12.62 | 21.86 | 12.14 | 32.48 | 10.79 | 14.54 | 6.34 | 10.12 |
| Draw Down(%) | NA | 15.75 | 17.31 | 25.92 | NA | NA | NA | 33.36 | 15.75 | 7.19 | 11.22 | 25.79 | 5.30 | 33.36 | 5.86 | 17.59 | 2.02 | 5.04 |
| Yield(%) | 0.00 | 2.14 | 2.08 | 2.69 | 2.36 | 1.57 | 1.18 | 2.95 | 0.00 | 2.24 | 2.38 | 1.57 | 2.04 | 1.82 | 2.47 | 1.93 | 1.73 | 1.25 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWYNX (SCHWAB TARGET 2060 INDEX FUND INSTITUTIONAL SHARES) |
1.46%
Mar 2017 - Mar 2020 |
4.57%
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 |
|---|---|---|---|---|
| SWYNX (SCHWAB TARGET 2060 INDEX FUND INSTITUTIONAL SHARES) |
19.83%
Dec 2018 - Dec 2021 |
14.49%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart