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Schwab Target 2025 Index Fund Institutional Shares: (MF: SWYDX)

(NASDAQ Mutual Funds) As of Feb 12, 2026 06:45 PM ET

$15.64 USD

-0.05 (-0.32%)

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 Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.84 91
3 months 1.93 84
6 months 6.71 77
1 Year 11.58 69
3 Year 10.38 61
5 Year 6.02 62
10 Year NA NA

* 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) NA

Load Adjusted Returns as of Jan 31, 2026

1 Year 12.95
5 Year 5.72
10 Year NA
Since Inception 7.41

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.62 5.39 4.06 2.35
2024 3.44 1.48 5.65 -1.70
2023 5.22 2.94 -3.31 9.05
2022 -4.96 -10.30 -5.58 5.85
2021 1.69 4.70 -0.34 3.89

Annual Return

2026202520242023202220212020201920182017
% Total Return 0.8412.959.0214.22-14.8010.2312.3218.88-4.2914.52
% Total Return Rel to Index 0.00-5.26-15.99-12.023.40-18.45-6.07-12.600.10-7.26
% Total Return Rel to Peer 0.00-1.54-0.881.06-1.83-1.271.641.692.201.06
% Perf Quintile vs Peer* 0.000.000.003.003.004.003.003.002.003.00
% Dividends 0.000.460.430.350.280.260.220.230.230.14
% Yield NA2.782.823.132.191.671.581.792.091.25
Capital Gains ($) 0.000.350.060.000.000.020.010.000.000.00
Expense Ratio 0.000.030.030.040.040.040.030.030.040.00

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