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Schwab Target 2030 Fund: (MF: SWDRX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:59 PM ET

$16.98 USD

+0.01 (0.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.15 69
3 months 4.20 53
6 months 7.66 59
1 Year 16.66 49
3 Year 13.96 46
5 Year 7.16 49
10 Year 9.06 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -42.17
Bull Market (2/09 - 3/21) 441.67

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.12
5 Year 6.73
10 Year 8.12
Since Inception 7.10

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.12 6.57 4.94 2.81
2024 4.64 1.54 5.52 -1.47
2023 5.84 3.88 -3.28 9.74
2022 -6.33 -12.08 -6.05 7.20
2021 2.71 5.57 -0.49 4.27

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.1515.1210.4716.71-17.0712.5113.5020.45-7.2117.555.76
% Total Return Rel to Index 0.01-3.09-14.54-9.531.13-16.16-4.89-11.03-2.81-4.24-6.17
% Total Return Rel to Peer -0.780.620.553.55-4.101.002.823.25-0.714.09-0.51
% Perf Quintile vs Peer* 4.003.000.002.004.003.003.003.003.002.004.00
% Dividends 0.000.450.430.360.280.450.270.370.360.380.24
% Yield 0.002.402.462.641.872.301.492.182.442.271.55
Capital Gains ($) 0.000.950.590.300.650.780.280.650.590.380.58
Expense Ratio 0.000.010.040.010.500.530.550.570.590.570.70

* 1 = Top 20%, 5 = Bottom 20%