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

Thu 2021-02-25? to Fri 2025-05-30	YTD Return	TRR Price
SWYOX ×	+2.94% 2025-05-30	1.132 TRR 2025-05-30
Schwab Target 2065 Index Fund Mutual Fund

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Returns

Thu 2021-02-25? to Fri 2025-05-30	Overall Return	Exponential Trendline
SWYOX ×	+13.19% +2.95%/yr	+1.86%/yr (R2=0.048)
Schwab Target 2065 Index Fund Mutual Fund

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Growth of $10,000

Thu 2021-02-25? to Fri 2025-05-30	Start Value	End Value
SWYOX ×	$10,000.00 2021-02-25	$11,318.78 2025-05-30
Schwab Target 2065 Index Fund Mutual Fund

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Annual Returns

Year	SWYOX
2025 (YTD)	+2.94%
2024	+11.71%
2023	+17.69%
2022	−22.90%
2021	+8.47%

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Drawdowns

Thu 2021-02-25? to Fri 2025-05-30	Current Drawdown	Worst Drawdown
SWYOX ×	−1.37%	−31.10% 2022-10-14
Schwab Target 2065 Index Fund Mutual Fund