All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2013-01-23? to Wed 2025-08-27 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWORX × |
+13.40%
2025-08-27 |
3.266 TR
2025-08-27 |
||||
| Schwab Target 2055 Fund Mutual Fund | ||||||
| Wed 2013-01-23? to Wed 2025-08-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWORX × |
+226.58%
+9.86%/yr |
+8.38%/yr
(R2=0.934) |
||||
| Schwab Target 2055 Fund Mutual Fund | ||||||
| Wed 2013-01-23? to Wed 2025-08-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWORX × |
$10,000.00
2013-01-23 |
$32,658.13
2025-08-27 |
||||
| Schwab Target 2055 Fund Mutual Fund | ||||||
| Year | SWORX |
|---|---|
| 2025 (YTD) | +13.40% |
| 2024 | +14.04% |
| 2023 | +20.76% |
| 2022 | −19.88% |
| 2021 | +18.22% |
| 2020 | +15.33% |
| 2019 | +24.67% |
| 2018 | −10.43% |
| 2017 | +22.47% |
| 2016 | +7.24% |
| 2015 | −0.44% |
| 2014 | +6.63% |
| 2013 | +22.93% |
| Wed 2013-01-23? to Wed 2025-08-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWORX × | −0.21% |
−33.56%
2020-03-23 |
||||
| Schwab Target 2055 Fund Mutual Fund | ||||||