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 Fri 2025-05-16?
SWNRX ×
Schwab Target 2050 Fund Mutual Fund

Returns

Wed 2013-01-23? to Fri 2025-05-16? Overall
Return 		Exponential
Trendline
SWNRX × 		+198.34%
+9.29%/yr 		+8.20%/yr
(R2=0.931)
Schwab Target 2050 Fund Mutual Fund

Growth of $10,000

Wed 2013-01-23? to Fri 2025-05-16? Start
Value 		End
Value
SWNRX × 		$10,000.00
2013-01-23 		$29,833.84
2025-05-16
Schwab Target 2050 Fund Mutual Fund

Annual Returns

Year SWNRX
2025 (YTD) +5.34%
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 Fri 2025-05-16? Final
Drawdown 		Worst
Drawdown
SWNRX × 		−0.45% −32.87%
2020-03-23
Schwab Target 2050 Fund Mutual Fund