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Schwab Target 2025 Index Fund Institutional Shares: (MF: SWYDX)
(NASDAQ Mutual Funds) As of Jul 15, 2025 08:00 PM ET
$15.19 USD
-0.07 (-0.46%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.05 | 64 |
| 3 months | 5.39 | 62 |
| 6 months | 6.05 | 64 |
| 1 Year | 10.13 | 60 |
| 3 Year | 9.69 | 58 |
| 5 Year | 7.00 | 61 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 10.13 |
| 5 Year | 6.99 |
| 10 Year | NA |
| Since Inception | 7.08 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.62 | 5.39 | NA | NA |
| 2024 | 3.44 | 1.48 | 5.65 | -1.70 |
| 2023 | 5.22 | 2.94 | -3.31 | 9.05 |
| 2022 | -4.96 | -10.30 | -5.58 | 5.85 |
| 2021 | 1.69 | 4.70 | -0.34 | 3.89 |
| 2020 | -11.36 | 12.08 | 4.41 | 8.28 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.05 | 9.02 | 14.22 | -14.80 | 10.23 | 12.32 | 18.88 | -4.29 | 14.52 |
| % Total Return Rel to Index | -0.15 | -15.99 | -12.02 | 3.40 | -18.45 | -6.07 | -12.60 | 0.10 | -7.26 |
| % Total Return Rel to Peer | -0.59 | -0.89 | 1.06 | -1.83 | -1.27 | 1.64 | 1.69 | 2.20 | 1.06 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 3.00 | 3.00 | 2.00 | 3.00 |
| % Dividends | 0.00 | 0.43 | 0.35 | 0.28 | 0.26 | 0.22 | 0.23 | 0.23 | 0.14 |
| % Yield | 0.00 | 2.82 | 2.97 | 2.19 | 1.67 | 1.58 | 1.79 | 2.09 | 1.25 |
| Capital Gains ($) | 0.00 | 0.06 | 0.00 | 0.00 | 0.02 | 0.01 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.03 | 0.03 | 0.04 | 0.04 | 0.04 | 0.03 | 0.03 | 0.04 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%