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

Total Real Returns

SWNRX: Total Return Chart (with Dividends Reinvested)

×
×
Tue 2024-12-31 to Fri 2025-05-16?
SWNRX
×
Schwab Target 2050 Fund Mutual Fund

Returns

Tue 2024-12-31 to Fri 2025-05-16? Overall
Return
Exponential
Trendline
SWNRX
×
+4.69%
+13.09%/yr
−10.20%/yr
(R2=0.126)
Schwab Target 2050 Fund Mutual Fund

Growth of $10,000

Tue 2024-12-31 to Fri 2025-05-16? Start
Value
End
Value
SWNRX
×
$10,000.00
2024-12-31
$10,468.56
2025-05-16
Schwab Target 2050 Fund Mutual Fund

Annual Returns

Year SWNRX
2025 (YTD) +4.63%
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

Tue 2024-12-31 to Fri 2025-05-16? Final
Drawdown
Worst
Drawdown
SWNRX
×
−0.45% −15.00%
2025-04-08
Schwab Target 2050 Fund Mutual Fund