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

Total Real Returns

SWYOX: Total Return Chart (with Dividends Reinvested)

Thu 2021-02-25? to Fri 2025-05-09 YTD
Return 		TR
Price
SWYOX × 		+1.05%
2025-05-09 		1.334 TR
2025-05-09
Schwab Target 2065 Index Fund Mutual Fund

Returns

Thu 2021-02-25? to Fri 2025-05-09 Overall
Return 		Exponential
Trendline
SWYOX × 		+33.35%
+7.09%/yr 		+6.28%/yr
(R2=0.414)
Schwab Target 2065 Index Fund Mutual Fund

Growth of $10,000

Thu 2021-02-25? to Fri 2025-05-09 Start
Value 		End
Value
SWYOX × 		$10,000.00
2021-02-25 		$13,335.04
2025-05-09
Schwab Target 2065 Index Fund Mutual Fund

Annual Returns

Year SWYOX
2025 (YTD) +1.05%
2024 +14.93%
2023 +21.61%
2022 −17.90%
2021 +15.01%

Drawdowns

Thu 2021-02-25? to Fri 2025-05-09 Current
Drawdown 		Worst
Drawdown
SWYOX × 		−4.07% −26.02%
2022-10-14
Schwab Target 2065 Index Fund Mutual Fund