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Schwab Target 2055 Fund (SWORX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.38-0.10 (-0.69%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.92%
5-Year Average Return7.42%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Feb 3, 2019)24.70%
Worst 1 Yr Total Return (Feb 3, 2019)-10.44%
Best 3-Yr Total Return24.70%
Worst 3-Yr Total Return4.44%

Trailing Returns (%) Vs. Benchmarks

ReturnSWORXCategory
YTD-5.97%-5.76%
1-Month3.16%2.66%
3-Month20.32%18.42%
1-Year1.22%1.80%
3-Year5.02%5.77%
5-Year5.87%6.19%
10-Year0.00%9.37%
Last Bull Market0.00%18.81%
Last Bear Market0.00%-17.94%

Annual Total Return (%) History

Year
SWORXCategory
2020
N/AN/A
2019
24.70%24.91%
2018
-10.44%-8.44%
2017
22.46%21.08%
2016
7.23%8.00%
2015
-0.40%-1.71%
2014
6.65%5.49%
2013
N/A23.14%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-21.86%20.32%N/AN/A
201912.25%3.19%-0.65%8.36%
2018-0.21%0.98%2.92%-13.65%
20176.61%4.16%4.97%5.07%
2016-0.94%1.03%5.54%1.52%
20152.97%0.31%-8.00%4.82%
20141.32%3.99%-2.19%3.49%
20131.15%7.30%8.59%N/A

Rank In Category (By Total Return)

YTD57
1-Month14
3-Month9
1-Year60
3-Year73
5-Year66

Load Adjusted Returns

1-Year1.22%
3-Year5.02%
5-Year5.87%
10-YearN/A