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 Tue 2025-09-09 YTD
Return
TRR
Price
SWYNX
×
+11.55%
2025-09-09
1.874 TRR
2025-09-09
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Returns

Fri 2016-08-26? to Tue 2025-09-09 Overall
Return
Exponential
Trendline
SWYNX
×
+87.38%
+7.20%/yr
+5.22%/yr
(R2=0.692)
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Growth of $10,000

Fri 2016-08-26? to Tue 2025-09-09 Start
Value
End
Value
SWYNX
×
$10,000.00
2016-08-26
$18,738.20
2025-09-09
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Annual Returns

Year SWYNX
2025 (YTD) +11.55%
2024 +11.89%
2023 +17.23%
2022 −22.93%
2021 +11.01%
2020 +13.25%
2019 +23.30%
2018 −11.67%
2017 +18.72%
2016 +2.23%

Drawdowns

Fri 2016-08-26? to Tue 2025-09-09 Current
Drawdown
Worst
Drawdown
SWYNX
×
0.00% −33.40%
2020-03-23
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund