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

Total Real Returns

SWYNX: Total Return Chart (with Dividends Reinvested)

Fri 2016-08-26? to Thu 2026-04-02 YTD
Return
TR
Price
SWYNX
×
−0.36%
2026-04-02
2.699 TR
2026-04-02
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Returns

Fri 2016-08-26? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SWYNX
×
+169.93%
+10.90%/yr
+9.90%/yr
(R2=0.910)
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Growth of $10,000

Fri 2016-08-26? to Thu 2026-04-02 Start
Value
End
Value
SWYNX
×
$10,000.00
2016-08-26
$26,993.16
2026-04-02
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Annual Returns

Year SWYNX
2026 (YTD) −0.36%
2025 +20.19%
2024 +15.12%
2023 +21.08%
2022 −17.93%
2021 +18.88%
2020 +14.94%
2019 +26.10%
2018 −8.02%
2017 +21.22%
2016 +2.56%

Drawdowns

Fri 2016-08-26? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SWYNX
×
−5.64% −33.36%
2020-03-23
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund