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 2021-12-31?
SWYOX ×
Schwab Target 2065 Index Fund Mutual Fund

Returns

Thu 2021-02-25? to Fri 2021-12-31? Overall
Return 		Exponential
Trendline
SWYOX × 		+15.01%
+17.97%/yr 		+14.93%/yr
(R2=0.800)
Schwab Target 2065 Index Fund Mutual Fund

Growth of $10,000

Thu 2021-02-25? to Fri 2021-12-31? Start
Value 		End
Value
SWYOX × 		$10,000.00
2021-02-25 		$11,500.59
2021-12-31
Schwab Target 2065 Index Fund Mutual Fund

Annual Returns

Year SWYOX
2025 (YTD) +0.73%
2024 +14.93%
2023 +21.61%
2022 −17.90%
2021 +15.01%

Drawdowns

Thu 2021-02-25? to Fri 2021-12-31? Final
Drawdown 		Worst
Drawdown
SWYOX × 		−0.77% −5.35%
2021-12-01
Schwab Target 2065 Index Fund Mutual Fund