All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SWNRX: Total Return Chart (with Dividends Reinvested)

Wed 2013-01-23? to Thu 2025-06-05 YTD
Return
TR
Price
SWNRX
×
+5.52%
2025-06-05
3.007 TR
2025-06-05
Schwab Target 2050 Fund Mutual Fund

Returns

Wed 2013-01-23? to Thu 2025-06-05 Overall
Return
Exponential
Trendline
SWNRX
×
+200.70%
+9.31%/yr
+8.21%/yr
(R2=0.931)
Schwab Target 2050 Fund Mutual Fund

Growth of $10,000

Wed 2013-01-23? to Thu 2025-06-05 Start
Value
End
Value
SWNRX
×
$10,000.00
2013-01-23
$30,070.49
2025-06-05
Schwab Target 2050 Fund Mutual Fund

Annual Returns

Year SWNRX
2025 (YTD) +5.52%
2024 +13.90%
2023 +20.65%
2022 −19.60%
2021 +17.76%
2020 +15.28%
2019 +24.32%
2018 −10.14%
2017 +21.89%
2016 +7.04%
2015 −0.24%
2014 +6.65%
2013 +22.53%

Drawdowns

Wed 2013-01-23? to Thu 2025-06-05 Current
Drawdown
Worst
Drawdown
SWNRX
×
−0.11% −32.87%
2020-03-23
Schwab Target 2050 Fund Mutual Fund