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Schwab Target 2035 Fund: (MF: SWIRX)
(NASDAQ Mutual Funds) As of Dec 15, 2025 07:09 PM ET
$19.77 USD
+0.01 (0.05%)
Zacks MF Rank
NA
Latest Performance as of Nov 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 15.41 | 39 |
| 3 months | 3.68 | 56 |
| 6 months | 10.98 | 41 |
| 1 Year | 12.38 | 37 |
| 3 Year | 13.70 | 32 |
| 5 Year | 8.16 | 41 |
| 10 Year | 8.50 | 33 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 488.16 |
Load Adjusted Returns as of Nov 30, 2025
| 1 Year | 11.61 |
| 5 Year | 9.25 |
| 10 Year | 8.92 |
| Since Inception | 7.92 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.29 | 8.04 | 5.11 | NA |
| 2024 | 5.80 | 1.55 | 5.75 | -1.43 |
| 2023 | 6.25 | 4.53 | -3.56 | 10.08 |
| 2022 | -6.59 | -13.11 | -6.36 | 7.91 |
| 2021 | 3.44 | 6.19 | -0.70 | 4.72 |
| 2020 | -17.22 | 16.68 | 6.26 | 11.11 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 15.40 | 12.00 | 17.93 | -17.99 | 14.23 | 14.04 | 21.72 | -8.23 | 19.15 | 6.21 | -0.13 |
| % Total Return Rel to Index | -2.09 | -13.02 | -8.31 | 0.21 | -14.45 | -4.36 | -9.76 | -3.83 | -2.64 | -5.72 | -1.52 |
| % Total Return Rel to Peer | 1.61 | 2.08 | 4.77 | -5.02 | 2.72 | 3.35 | 4.52 | -1.73 | 5.69 | -0.06 | 2.22 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 3.00 | 2.00 | 2.00 | 4.00 | 2.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.40 | 0.34 | 0.26 | 0.48 | 0.24 | 0.32 | 0.35 | 0.38 | 0.22 | 0.27 |
| % Yield | 0.00 | 2.18 | 2.35 | 1.73 | 2.41 | 1.34 | 1.91 | 2.44 | 2.33 | 1.50 | 1.85 |
| Capital Gains ($) | 0.00 | 0.28 | 0.20 | 0.76 | 0.58 | 0.24 | 0.62 | 0.59 | 0.14 | 0.55 | 0.81 |
| Expense Ratio | 0.03 | 0.03 | 0.02 | 0.59 | 0.59 | 0.60 | 0.62 | 0.65 | 0.62 | 0.74 | 0.75 |
* 1 = Top 20%, 5 = Bottom 20%