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Schwab Target 2055 Index Fund Institutional Shares: (MF: SWYJX)
(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET
$18.86 USD
+0.05 (0.27%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -1.00 | 77 |
| 3 months | -1.00 | 77 |
| 6 months | -2.39 | 73 |
| 1 Year | 6.66 | 11 |
| 3 Year | 6.07 | 13 |
| 5 Year | 14.10 | 7 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.66 |
| 5 Year | 14.10 |
| 10 Year | NA |
| Since Inception | 9.62 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -1.00 | NA | NA | NA |
| 2024 | 6.80 | 2.01 | 7.11 | -1.40 |
| 2023 | 6.64 | 5.63 | -3.88 | 11.53 |
| 2022 | -5.30 | -14.56 | -6.90 | 9.08 |
| 2021 | 5.23 | 6.86 | -1.00 | 6.27 |
| 2020 | -20.65 | 18.30 | 7.09 | 14.15 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -1.00 | 15.06 | 20.75 | -17.83 | 18.31 | 14.75 | 25.78 | -7.86 | 21.01 |
| % Total Return Rel to Index | 3.26 | -9.95 | -5.49 | 0.37 | -10.36 | -3.65 | -5.70 | -3.46 | -0.78 |
| % Total Return Rel to Peer | -1.19 | 5.15 | 7.59 | -4.86 | 6.81 | 4.06 | 8.58 | -1.36 | 7.54 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.37 | 0.33 | 0.27 | 0.30 | 0.24 | 0.26 | 0.23 | 0.17 |
| % Yield | 0.00 | 1.87 | 2.11 | 1.81 | 1.64 | 1.50 | 1.85 | 2.04 | 1.38 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.03 | 0.04 | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%