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Schwab Target 2040 Index Fund Institutional Shares: (MF: SWYGX)
(NASDAQ Mutual Funds) As of May 12, 2025 08:00 PM ET
$18.06 USD
+0.33 (1.86%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.11 | 60 |
| 3 months | -3.04 | 60 |
| 6 months | 0.66 | 49 |
| 1 Year | 9.66 | 24 |
| 3 Year | 8.30 | 23 |
| 5 Year | 10.48 | 28 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 6.49 |
| 5 Year | 12.30 |
| 10 Year | NA |
| Since Inception | 8.79 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.57 | NA | NA | NA |
| 2024 | 5.81 | 1.91 | 6.62 | -1.43 |
| 2023 | 6.26 | 4.92 | -3.76 | 10.96 |
| 2022 | -5.16 | -13.35 | -6.50 | 8.07 |
| 2021 | 3.95 | 6.16 | -0.74 | 5.58 |
| 2020 | -17.61 | 16.26 | 6.23 | 12.23 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.11 | 13.32 | 19.07 | -16.96 | 15.67 | 14.21 | 23.62 | -6.62 | 19.11 |
| % Total Return Rel to Index | 4.80 | -11.69 | -7.17 | 1.24 | -13.01 | -4.19 | -7.86 | -2.23 | -2.68 |
| % Total Return Rel to Peer | -0.28 | 3.41 | 5.91 | -3.99 | 4.16 | 3.52 | 6.42 | -0.12 | 5.65 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 4.00 | 2.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 0.39 | 0.32 | 0.27 | 0.28 | 0.24 | 0.25 | 0.23 | 0.16 |
| % Yield | 0.00 | 2.15 | 2.38 | 1.91 | 1.62 | 1.58 | 1.83 | 2.08 | 1.35 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.03 | 0.04 | 0.04 | 0.04 | 0.03 | 0.03 | 0.04 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%