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Schwab Target 2055 Index Fund Institutional Shares: (MF: SWYJX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$20.70 USD

-0.10 (-0.48%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 8.72 22
3 months 9.82 17
6 months 8.72 22
1 Year 14.83 10
3 Year 15.33 13
5 Year 12.42 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 Jun 30, 2025

1 Year 14.82
5 Year 12.41
10 Year NA
Since Inception 10.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.00 9.82 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

202520242023202220212020201920182017
% Total Return 8.7215.0620.75-17.8318.3114.7525.78-7.8621.01
% Total Return Rel to Index 2.51-9.95-5.490.37-10.36-3.65-5.70-3.46-0.78
% Total Return Rel to Peer 2.085.157.59-4.866.814.068.58-1.367.54
% Perf Quintile vs Peer* 0.000.001.004.001.002.001.004.001.00
% Dividends 0.000.370.330.270.300.240.260.230.17
% Yield 0.001.872.111.811.641.501.852.041.38
Capital Gains ($) 0.000.000.000.000.000.000.000.000.00
Expense Ratio 0.020.030.040.030.030.030.030.030.00

* 1 = Top 20%, 5 = Bottom 20%