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

Thu 2021-02-25? to Fri 2026-05-01	YTD Return	TRR Price
SWYOX ×	+5.49% 2026-05-01	1.361 TRR 2026-05-01
Schwab Target 2065 Index Fund Mutual Fund

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Returns

Thu 2021-02-25? to Fri 2026-05-01	Overall Return	Exponential Trendline
SWYOX ×	+36.10% +6.13%/yr	+5.49%/yr (R2=0.350)
Schwab Target 2065 Index Fund Mutual Fund

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Growth of $10,000

Thu 2021-02-25? to Fri 2026-05-01	Start Value	End Value
SWYOX ×	$10,000.00 2021-02-25	$13,609.67 2026-05-01
Schwab Target 2065 Index Fund Mutual Fund

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Annual Returns

Year	SWYOX
2026 (YTD)	+5.49%
2025	+17.36%
2024	+11.67%
2023	+17.71%
2022	−22.89%
2021	+8.46%

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Drawdowns

Thu 2021-02-25? to Fri 2026-05-01	Current Drawdown	Worst Drawdown
SWYOX ×	0.00%	−31.08% 2022-10-14
Schwab Target 2065 Index Fund Mutual Fund