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