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Schwab Target 2060 Index Fund (SWYNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.44-0.13 (-0.96%)
At close: 8:00PM EDT

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return8.59%
5-Year Average Return0.00%
Number of Years Up2
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)26.11%
Worst 1 Yr Total Return (Feb 3, 2019)-8.02%
Best 3-Yr Total Return26.11%
Worst 3-Yr Total Return12.02%

Trailing Returns (%) Vs. Benchmarks

ReturnSWYNXCategory
YTD-6.57%6.10%
1-Month2.96%0.90%
3-Month18.58%6.10%
1-Year1.43%14.41%
3-Year6.08%4.94%
5-Year0.00%9.53%
10-Year0.00%0.00%
Last Bull Market0.00%5.12%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
SWYNXCategory
2020
N/AN/A
2019
26.11%25.15%
2018
-8.02%-8.52%
2017
21.19%21.27%
2016
N/A7.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-21.21%18.58%N/AN/A
201912.28%3.45%0.56%7.97%
2018-0.91%1.34%4.30%-12.18%
20176.06%3.75%4.60%5.30%
20161.73%N/AN/AN/A

Rank In Category (By Total Return)

YTD67
1-Month36
3-Month65
1-Year58
3-Year45
5-YearN/A

Load Adjusted Returns

1-Year1.43%
3-Year6.08%
5-YearN/A
10-YearN/A