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 2025-04-17 YTD
Return
TR
Price
SWNRX
×
−4.51%
2025-04-17
2.03 TR
2025-04-17
Schwab Target 2050 Fund Mutual Fund

Returns

Wed 2013-01-23? to Thu 2025-04-17 Overall
Return
Exponential
Trendline
SWNRX
×
+103.04%
+5.96%/yr
+5.36%/yr
(R2=0.833)
Schwab Target 2050 Fund Mutual Fund

Growth of $10,000

Wed 2013-01-23? to Thu 2025-04-17 Start
Value
End
Value
SWNRX
×
$10,000.00
2013-01-23
$20,304.18
2025-04-17
Schwab Target 2050 Fund Mutual Fund

Annual Returns

Year SWNRX
2025 (YTD) −4.51%
2024 +12.28%
2023 +18.89%
2022 −24.58%
2021 +14.36%
2020 +13.81%
2019 +20.70%
2018 −13.57%
2017 +21.70%
2016 +3.08%
2015 −3.89%
2014 +5.29%
2013 +22.53%

Drawdowns

Wed 2013-01-23? to Thu 2025-04-17 Current
Drawdown
Worst
Drawdown
SWNRX
×
−9.68% −33.04%
2020-03-23
Schwab Target 2050 Fund Mutual Fund