All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2024-12-31 to Fri 2025-05-16? | ||||||
---|---|---|---|---|---|---|
SWNRX × | ||||||
Schwab Target 2050 Fund Mutual Fund | ||||||
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 | ||||||
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 | ||||||
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% |
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 | ||||||