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 Tue 2025-06-03 YTD
Return 		TR
Price
SWNRX × 		+5.34%
2025-06-03 		3.002 TR
2025-06-03
Schwab Target 2050 Fund Mutual Fund

Returns

Tue 2024-12-31 to Tue 2025-06-03 Overall
Return 		Exponential
Trendline
SWNRX × 		+5.34%
+13.13%/yr 		−2.55%/yr
(R2=0.009)
Schwab Target 2050 Fund Mutual Fund

Growth of $10,000

Tue 2024-12-31 to Tue 2025-06-03 Start
Value 		End
Value
SWNRX × 		$10,000.00
2024-12-31 		$10,533.81
2025-06-03
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

Tue 2024-12-31 to Tue 2025-06-03 Current
Drawdown 		Worst
Drawdown
SWNRX × 		0.00% −15.00%
2025-04-08
Schwab Target 2050 Fund Mutual Fund