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