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 2026-04-30 YTD
Return 		TRR
Price
SWYNX × 		+5.31%
2026-04-30 		2.12 TRR
2026-04-30
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Returns

Fri 2016-08-26? to Thu 2026-04-30 Overall
Return 		Exponential
Trendline
SWYNX × 		+112.01%
+8.08%/yr 		+6.05%/yr
(R2=0.767)
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Growth of $10,000

Fri 2016-08-26? to Thu 2026-04-30 Start
Value 		End
Value
SWYNX × 		$10,000.00
2016-08-26 		$21,200.70
2026-04-30
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund

Annual Returns

Year SWYNX
2026 (YTD) +5.31%
2025 +17.07%
2024 +11.92%
2023 +17.10%
2022 −22.87%
2021 +11.04%
2020 +13.36%
2019 +23.26%
2018 −9.68%
2017 +18.68%
2016 +2.28%

Drawdowns

Fri 2016-08-26? to Thu 2026-04-30 Current
Drawdown 		Worst
Drawdown
SWYNX × 		0.00% −33.35%
2020-03-23
Schwab Target 2060 Index Fund Institutional Shares Mutual Fund