All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SWYOX real return snapshot: after CPI-U inflation, SWYOX returned +23.99% over the past year and +7.58% YTD, with dividends reinvested. Since Feb. 25, 2021, SWYOX is up +38.74% in real purchasing-power return, or +6.45%/yr, and is currently â0.27% below its real total-return high on May 14, 2026.
| Thu 2021-02-25? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
+7.58%
2026-05-22 |
+23.99%
2026-05-22 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Thu 2021-02-25? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
+38.74%
+6.45%/yr |
+5.70%/yr
(R2=0.370) |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Thu 2021-02-25? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
$10,000.00
2021-02-25 |
$13,874.02
2026-05-22 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Year | SWYOX |
|---|---|
| 2026 (YTD) | +7.58% |
| 2025 | +17.34% |
| 2024 | +11.71% |
| 2023 | +17.67% |
| 2022 | â22.88% |
| 2021 | +8.43% |
| Thu 2021-02-25? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWYOX × |
â0.27%
from 2026-05-14 peak |
â31.09%
2022-10-14 from 2021-11-08 peak |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWYOX × | +23.99% |
+34.01% +15.77%/yr |
+56.87% +16.19%/yr |
+33.32% +5.92%/yr |
— | |
| Schwab Target 2065 Index Fund Mutual Fund | ||||||