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Wednesday, December 2, 2009, 2:07PM ET - U.S. Markets close in 1 hour and 53 minutes. Dow Down 0.24% Nasdaq Up 0.38%
Schwab Target 2040 (SWERX)On Dec 1: 10.31  Up 0.16 (1.58%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:High
Year to Date Return:20.17%
5-Year Average Return:N/A
Number of Years Up:2
Number of Years Down:1
Best 1-Yr Total Return (2006):15.05%
Worst 1-Yr Total Return (2008):-31.16%
Best 3-Yr Total Return (2006-8):-6.39%
Worst 3-Yr Total Return (2006-8):-6.39%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSWERXCategoryDiffIndex*Diff
Year To Date20.1722.49-2.32N/AN/A
1-Month-2.31-2.24-0.07N/AN/A
3-Month4.865.56-0.7N/AN/A
1-Year17.6617.110.55N/AN/A
3-Year-3.90-5.952.05N/AN/A
5-YearN/A1.26N/AN/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)43.0248.07-5.05N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-9.99-11.371.38N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSWERXCategoryDiff
2009N/AN/AN/A
2008
 
-31.16-37.946.78
2007
 
3.566.21-2.65
2006
 
15.0514.670.38
2005N/A7.41N/A
2004N/A11.71N/A
2003N/A26.65N/A
2002N/A-16.99N/A
2001N/A-13.81N/A
2000N/A-10.06N/A
1999N/A20.85N/A
PAST QUARTERLY RETURNS (%) FOR SWERX 
Q1Q2Q3Q4
2009-8.6616.5315.58N/A
2008-7.71-0.72-9.68-16.81
20073.064.660.08-4.06
20065.92-1.513.246.83
2005N/AN/AN/A2.51
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date13519668.88
1-Month6121228.77
3-Month9520845.67
6-Month16020677.67
1-Year7818442.39
3-Year41023.92
5-Year41N/A

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