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Schwab Target 2030 Index Fund Institutional Shares: (MF: SWYEX)
(NASDAQ Mutual Funds) As of Aug 14, 2025 08:00 PM ET
$17.23 USD
-0.04 (-0.23%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.85 | 52 |
| 3 months | 6.79 | 50 |
| 6 months | 6.85 | 52 |
| 1 Year | 11.46 | 46 |
| 3 Year | 11.43 | 43 |
| 5 Year | 8.57 | 46 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 11.46 |
| 5 Year | 8.56 |
| 10 Year | NA |
| Since Inception | 8.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 0.06 | 6.79 | NA | NA |
| 2024 | 4.46 | 1.70 | 6.00 | -1.60 |
| 2023 | 5.62 | 3.84 | -3.48 | 9.83 |
| 2022 | -5.09 | -11.60 | -5.99 | 6.88 |
| 2021 | 2.63 | 5.34 | -0.52 | 4.67 |
| 2020 | -13.94 | 13.90 | 5.17 | 9.75 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.85 | 10.82 | 16.26 | -15.70 | 12.58 | 13.14 | 20.88 | -5.07 | 16.21 |
| % Total Return Rel to Index | 0.65 | -14.20 | -9.97 | 2.49 | -16.10 | -5.25 | -10.60 | -0.68 | -5.58 |
| % Total Return Rel to Peer | 0.21 | 0.90 | 3.11 | -2.74 | 1.07 | 2.46 | 3.68 | 1.42 | 2.75 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 2.00 | 2.00 |
| % Dividends | 0.00 | 0.40 | 0.33 | 0.27 | 0.26 | 0.23 | 0.24 | 0.23 | 0.14 |
| % Yield | 0.00 | 2.44 | 2.64 | 2.01 | 1.62 | 1.61 | 1.81 | 2.10 | 1.23 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.00 | 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%