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Schwab Target 2020 Index Fund Institutional Shares: (MF: SWYLX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:59 PM ET

$13.85 USD

+0.02 (0.14%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.29 85
3 months 3.00 78
6 months 6.05 79
1 Year 13.06 69
3 Year 11.30 67
5 Year 5.60 68
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 Feb 28, 2026

1 Year 12.54
5 Year 5.10
10 Year NA
Since Inception 6.52

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 0.53 5.24 3.97 2.30
2024 3.16 1.38 5.44 -1.63
2023 4.78 2.49 -3.16 8.53
2022 -4.75 -9.14 -5.16 4.98
2021 0.77 3.98 -0.07 3.16

Annual Return

2026202520242023202220212020201920182017
% Total Return 2.2912.548.4812.88-13.848.0211.0416.17-3.0912.10
% Total Return Rel to Index -0.66-5.67-16.54-13.364.36-20.66-7.35-15.311.29-9.69
% Total Return Rel to Peer -1.45-1.96-1.43-0.27-0.87-3.480.36-1.023.40-1.35
% Perf Quintile vs Peer* 5.004.000.003.002.004.004.004.001.004.00
% Dividends 0.000.430.450.330.250.250.210.240.230.13
% Yield 0.002.843.213.142.051.781.531.962.111.13
Capital Gains ($) 0.000.350.180.000.030.070.020.000.000.00
Expense Ratio 0.000.030.030.040.030.030.030.030.030.00

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