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

Total Real Returns

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

Fri 2016-08-26? to Thu 2026-04-02 YTD
Return
TRR
Price
SWYNX
×
−1.41%
2026-04-02
1.984 TRR
2026-04-02
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Returns

Fri 2016-08-26? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SWYNX
×
+98.41%
+7.40%/yr
+5.99%/yr
(R2=0.762)
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Growth of $10,000

Fri 2016-08-26? to Thu 2026-04-02 Start
Value
End
Value
SWYNX
×
$10,000.00
2016-08-26
$19,840.57
2026-04-02
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Annual Returns

Year SWYNX
2026 (YTD) −1.41%
2025 +17.05%
2024 +11.87%
2023 +17.15%
2022 −22.90%
2021 +11.04%
2020 +13.44%
2019 +23.28%
2018 −9.77%
2017 +18.70%
2016 +2.30%

Drawdowns

Fri 2016-08-26? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SWYNX
×
−5.92% −33.33%
2020-03-23
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund