Nasdaq - Delayed Quote USD

Schwab Target 2040 (SWERX)

17.29 +0.13 (+0.76%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.69%
5y Average Return 7.33%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 28.95%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 28.95%
Worst 3Y Total Return 2.48%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWERX
Category
YTD
6.46%
10.80%
1-Month
2.71%
1.06%
3-Month
6.46%
6.14%
1-Year
19.00%
33.59%
3-Year
4.64%
12.99%
5-Year
8.58%
12.87%
10-Year
7.47%
9.72%
Last Bull Market
30.50%
19.05%
Last Bear Market
-13.93%
-17.54%

Annual Total Return (%) History

Year
SWERX
Category
2024
--
--
2023
19.07%
--
2022
-18.68%
--
2021
15.65%
--
2020
14.43%
14.56%
2019
23.05%
23.19%
2018
-9.12%
-7.74%
2017
20.46%
19.52%

2016
6.61%
7.95%
2015
-0.18%
-1.99%
2014
6.58%
5.25%
2013
25.82%
19.97%
2012
16.38%
14.64%
2011
-1.74%
-3.49%
2010
14.89%
14.37%
2009
28.95%
30.90%
2008
-31.16%
-37.94%
2007
3.56%
6.21%
2006
15.05%
14.67%
2005
--
7.41%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.46% -- -- --
2023 6.52% 5.03% -3.68% 10.50%
2022 -6.75% -13.93% -6.68% 8.58%
2021 4.07% 6.59% -0.80% 5.11%
2020 -18.95% 17.97% 6.71% 12.15%
2019 11.21% 3.23% -0.12% 7.31%
2018 -0.29% 1.01% 2.75% -12.18%
2017 6.01% 3.93% 4.58% 4.55%
2016 -0.68% 1.03% 5.10% 1.10%
2015 2.78% 0.18% -7.14% 4.41%

2014 1.38% 3.85% -2.03% 3.33%
2013 8.10% 0.86% 6.86% 7.99%
2012 11.83% -3.66% 5.95% 1.95%
2011 5.43% 0.82% -15.32% 9.17%
2010 4.00% -9.65% 11.72% 9.45%
2009 -8.66% 16.53% 15.58% 4.82%
2008 -7.71% -0.72% -9.68% -16.81%
2007 3.06% 4.66% 0.08% -4.06%
2006 5.92% -1.51% 3.24% 6.83%
2005 5.60% 2.51% -- --

Rank in Category (By Total Return)

YTD 52
1-Month 77
3-Month 52
1-Year 41
3-Year 59
5-Year 71

Load Adjusted Returns

1-Year 19.00%
3-Year 4.64%
5-Year 8.58%
10-Year 7.47%

Performance & Risk

YTD Return 2.69%
5y Average Return 7.33%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Schwab Funds
Net Assets 1.16B
YTD Return 6.46%
Yield 1.90%
Morningstar Rating
Inception Date Jul 01, 2005

Fund Summary

The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and in unaffiliated third party mutual funds and ETFs (referred to herein as unaffiliated funds and, together with Schwab Funds and Schwab ETFs, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation.

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