Nasdaq - Delayed Quote
USD
Schwab Target 2040 Index (SWYGX)
21.96
-0.26
(-1.17%)
At close: October 30 at 8:04:12 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 9.04% |
|---|---|
| 5y Average Return | 7.75% |
| Number of Years Up | 7 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 30, 2026) | 23.64% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 23.64% |
| Worst 3Y Total Return | 3.13% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SWYGX
Category
- YTD
- 9.33%
- 10.80%
- 1-Month
- -1.78%
- 1.06%
- 3-Month
- -0.54%
- 6.14%
- 1-Year
- 12.09%
- 33.59%
- 3-Year
- 17.32%
- 12.99%
- 5-Year
- 8.72%
- 12.87%
- 10-Year
- 10.24%
- 9.72%
- Last Bull Market
- 22.34%
- 19.05%
- Last Bear Market
- -13.35%
- -17.54%
Annual Total Return (%) History
Year
SWYGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.09% | 11.14% | -0.54% | -- |
|
2025
|
-0.29% | 8.36% | 6.13% | 2.52% |
|
2024
|
5.82% | 1.73% | 6.81% | -1.55% |
|
2023
|
6.27% | 4.93% | -3.77% | 10.97% |
|
2022
|
-5.16% | -13.35% | -6.50% | 8.08% |
|
2021
|
3.96% | 6.17% | -0.74% | 5.60% |
|
2020
|
-17.61% | 16.26% | 6.24% | 12.21% |
|
2019
|
10.96% | 3.43% | 0.89% | 6.78% |
|
2018
|
-0.85% | 1.37% | 3.88% | -10.57% |
|
2017
|
5.48% | 3.59% | 4.10% | 4.72% |
Rank in Category (By Total Return)
| YTD | 42 |
| 1-Month | 36 |
|---|---|
| 3-Month | 38 |
| 1-Year | 42 |
| 3-Year | 37 |
| 5-Year | 32 |
Load Adjusted Returns
| 1-Year | 12.09% |
| 3-Year | 17.32% |
|---|---|
| 5-Year | 8.72% |
| 10-Year | 10.24% |
Performance & Risk
| YTD Return | 9.04% |
| 5y Average Return | 7.75% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | Schwab Funds |
| Net Assets | 1.88B |
| YTD Return | 9.33% |
| Yield | 2.04% |
| Morningstar Rating | |
| Inception Date | Aug 25, 2016 |
Fund Summary
The fund seeks to achieve its investment objective by investing primarily in affiliated Schwab exchange-traded funds (ETFs). It has a policy to invest, under normal circumstances, at least 80% of its assets (net assets, including, for this purpose, any borrowings for investment purposes) in underlying funds that are managed to seek investment returns that track particular market indices. The fund is managed based on the specific retirement date (target date) included in its name and assumes a retirement age of 65.
