All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2016-08-26? to Fri 2025-05-09? | ||||||
---|---|---|---|---|---|---|
SWYHX × | ||||||
Schwab Target 2045 Index Fund Institutional Shares Mutual Fund | ||||||
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 | ||||||
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 | ||||||
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% |
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 | ||||||