All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWYOX total return snapshot: SWYOX returned +28.81% over the past year and +10.81% YTD, with dividends reinvested. Since Feb. 25, 2021, SWYOX is up +76.17% in nominal total return, or +11.42%/yr, and is currently â0.18% below its total-return high on May 14, 2026.
| Thu 2021-02-25? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
+10.81%
2026-05-22 |
+28.81%
2026-05-22 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Thu 2021-02-25? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
+76.17%
+11.42%/yr |
+9.94%/yr
(R2=0.691) |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Thu 2021-02-25? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
$10,000.00
2021-02-25 |
$17,617.12
2026-05-22 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Year | SWYOX |
|---|---|
| 2026 (YTD) | +10.81% |
| 2025 | +20.48% |
| 2024 | +14.92% |
| 2023 | +21.61% |
| 2022 | â17.90% |
| 2021 | +15.01% |
| Thu 2021-02-25? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
â0.18%
from 2026-05-14 peak |
â26.02%
2022-10-14 from 2021-11-08 peak |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWYOX × | +28.81% |
+42.49% +19.38%/yr |
+72.28% +19.87%/yr |
+65.73% +10.63%/yr |
— | |
| Schwab Target 2065 Index Fund Mutual Fund | ||||||