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Schwab Target 2035 Index Fund Institutional Shares: (MF: SWYFX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$18.03 USD
+0.07 (0.39%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.40 | 44 |
| 3 months | 7.66 | 41 |
| 6 months | 7.40 | 44 |
| 1 Year | 12.50 | 33 |
| 3 Year | 12.72 | 34 |
| 5 Year | 9.77 | 37 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 12.50 |
| 5 Year | 9.76 |
| 10 Year | NA |
| Since Inception | 8.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.23 | 7.66 | NA | NA |
| 2024 | 5.24 | 1.80 | 6.36 | -1.52 |
| 2023 | 5.97 | 4.42 | -3.62 | 10.46 |
| 2022 | -5.14 | -12.60 | -6.20 | 7.53 |
| 2021 | 3.33 | 5.78 | -0.63 | 5.16 |
| 2020 | -15.87 | 15.17 | 5.78 | 11.05 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.40 | 12.22 | 17.81 | -16.38 | 14.23 | 13.82 | 22.37 | -6.04 | 17.83 |
| % Total Return Rel to Index | 1.20 | -12.80 | -8.43 | 1.82 | -14.44 | -4.58 | -9.11 | -1.65 | -3.96 |
| % Total Return Rel to Peer | 0.76 | 2.30 | 4.65 | -3.41 | 2.72 | 3.13 | 5.17 | 0.45 | 4.37 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 3.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.39 | 0.32 | 0.26 | 0.27 | 0.23 | 0.25 | 0.22 | 0.16 |
| % Yield | 0.00 | 2.23 | 2.45 | 1.90 | 1.62 | 1.54 | 1.88 | 1.98 | 1.34 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 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%