All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWYOX total return snapshot: SWYOX returned +22.87% over the past year and +11.97% YTD, with dividends reinvested. Since Feb. 25, 2021, SWYOX is up +78.02% in nominal total return, or +11.39%/yr, and is currently −1.09% below its total-return high on Jun. 15, 2026.
Data ending Thu Jul. 2, 2026
| Thu 2021-02-25💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
+11.97%
2026-07-02 |
+22.87%
2026-07-02 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Thu 2021-02-25💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
+78.02%
+11.39%/yr |
+10.31%/yr
(R2=0.709) |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Thu 2021-02-25💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
$10,000.00
2021-02-25 |
$17,801.99
2026-07-02 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Year | SWYOX |
|---|---|
| 2026 (YTD) | +11.97% |
| 2025 | +20.48% |
| 2024 | +14.92% |
| 2023 | +21.61% |
| 2022 | −17.90% |
| 2021 | +15.01% |
| Thu 2021-02-25💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
−1.09%
from 2026-06-15 peak |
−26.02%
2022-10-14 from 2021-11-08 peak |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWYOX × | +22.87% |
+41.81% +19.09%/yr |
+68.82% +19.07%/yr |
+61.69% +10.09%/yr |
— | |
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
