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 Mon 2025-09-08 YTD
Return
TR
Price
SWYNX
×
+14.43%
2025-09-08
2.52 TR
2025-09-08
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Returns

Fri 2016-08-26? to Mon 2025-09-08 Overall
Return
Exponential
Trendline
SWYNX
×
+151.96%
+10.77%/yr
+9.12%/yr
(R2=0.887)
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Growth of $10,000

Fri 2016-08-26? to Mon 2025-09-08 Start
Value
End
Value
SWYNX
×
$10,000.00
2016-08-26
$25,195.81
2025-09-08
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Annual Returns

Year SWYNX
2025 (YTD) +14.43%
2024 +15.12%
2023 +21.08%
2022 −17.93%
2021 +18.81%
2020 +14.83%
2019 +26.10%
2018 −9.98%
2017 +21.18%
2016 +2.56%

Drawdowns

Fri 2016-08-26? to Mon 2025-09-08 Current
Drawdown
Worst
Drawdown
SWYNX
×
0.00% −33.36%
2020-03-23
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund