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Schwab Target 2030 (SWDRX)

On Dec 22: 10.29   0.05 (0.49%)

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Performance  As of 30-Nov-09 Get Performance for:
PERFORMANCE OVERVIEW   Morningstar Return Rating: Above average Year to Date Return: 23.77% 5-Year Average Return: N/A Number of Years Up: 2 Number of Years Down: 1 Best 1-Yr Total Return (2006): 14.16% Worst 1-Yr Total Return (2008): -29.23% Best 3-Yr Total Return (2006-8): -5.70% Worst 3-Yr Total Return (2006-8): -5.70% LOAD ADJUSTED RETURNS   1-Year: No load 3-Year: No load 5-Year: No load 10-Year: No load
TRAILING RETURNS (%) VS. BENCHMARKS   Return SWDRX Category Diff Index* Diff Year To Date 23.77 26.38 -2.61 N/A N/A 1-Month 4.23 4.05 0.18 N/A N/A 3-Month 6.20 6.41 -0.21 N/A N/A 1-Year 28.62 31.20 -2.58 N/A N/A 3-Year -2.70 -4.69 1.99 N/A N/A 5-Year N/A 1.35 N/A N/A N/A Last Bull Market ( 28-Feb-09 to 30-Sep-09) 39.10 44.13 -5.03 N/A N/A Last Bear Market ( 31-Aug-08 to 31-Aug-09) -8.94 -11.32 2.38 N/A N/A * Index means [ ] ANNUAL TOTAL RETURN (%) HISTORY   Year SWDRX Category Diff 2009 N/A N/A N/A 2008 -29.23 -36.04 6.81 2007 3.80 6.50 -2.70 2006 14.16 13.60 0.56 2005 N/A 6.81 N/A 2004 N/A 10.95 N/A 2003 N/A 23.89 N/A 2002 N/A -14.20 N/A 2001 N/A -10.47 N/A 2000 N/A -5.92 N/A 1999 N/A 18.32 N/A PAST QUARTERLY RETURNS (%) FOR SWDRX   Q1 Q2 Q3 Q4 2009 -7.84 14.89 14.47 N/A 2008 -7.41 -0.91 -8.99 -15.25 2007 2.69 4.34 0.24 -3.36 2006 5.20 -1.26 3.37 6.31 2005 N/A N/A N/A 2.27 2004 N/A N/A N/A N/A 2003 N/A N/A N/A N/A 2002 N/A N/A N/A N/A 2001 N/A N/A N/A N/A 2000 N/A N/A N/A N/A 1999 N/A N/A N/A N/A RANK IN CATEGORY (BY TOTAL RETURN)   Period Rank Funds in Category % Rank Year To Date 162 200 81.00 1-Month 132 217 60.83 3-Month 88 206 42.72 6-Month 133 205 64.88 1-Year 138 192 71.88 3-Year 8 110 7.27 5-Year 54 N/A
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