All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SWYHX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

×
Fri 2016-08-26? to Fri 2025-05-09?
SWYHX
×
Schwab Target 2045 Index Fund Institutional Shares Mutual Fund

Returns

Fri 2016-08-26? to Fri 2025-05-09? Overall
Return
Exponential
Trendline
SWYHX
×
+63.39%
+5.80%/yr
+4.83%/yr
(R2=0.657)
Schwab Target 2045 Index Fund Institutional Shares Mutual Fund

Growth of $10,000

Fri 2016-08-26? to Fri 2025-05-09? Start
Value
End
Value
SWYHX
×
$10,000.00
2016-08-26
$16,338.89
2025-05-09
Schwab Target 2045 Index Fund Institutional Shares Mutual Fund

Annual Returns

Year SWYHX
2025 (YTD) +8.82%
2024 +10.91%
2023 +16.04%
2022 −22.34%
2021 +9.29%
2020 +13.00%
2019 +21.98%
2018 −9.01%
2017 +17.57%
2016 +1.93%

Drawdowns

Fri 2016-08-26? to Fri 2025-05-09? Final
Drawdown
Worst
Drawdown
SWYHX
×
−4.27% −30.75%
2020-03-23
Schwab Target 2045 Index Fund Institutional Shares Mutual Fund