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