Back to top
more

Schwab Target 2050 Index Fund Institutional Shares: (MF: SWYMX)

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

$21.70 USD

-0.01 (-0.05%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.28 37
3 months 6.02 22
6 months 10.44 27
1 Year 23.04 14
3 Year 18.43 13
5 Year 10.42 9
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 20.00
5 Year 9.98
10 Year NA
Since Inception 10.92

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.91 9.58 6.52 3.74
2024 6.58 2.04 6.94 -1.35
2023 6.56 5.49 -3.81 11.48
2022 -5.24 -14.35 -6.88 8.95
2021 4.93 6.80 -0.95 6.07

Annual Return

2026202520242023202220212020201920182017
% Total Return 4.2820.0014.7220.55-17.6717.7514.6825.35-7.5820.48
% Total Return Rel to Index 0.601.78-10.29-5.680.53-10.92-3.71-6.13-3.19-1.31
% Total Return Rel to Peer -0.195.504.807.39-4.706.244.008.15-1.087.02
% Perf Quintile vs Peer* 3.001.000.001.004.001.002.001.004.001.00
% Dividends 0.000.430.370.330.270.300.240.260.230.16
% Yield 0.001.891.922.501.861.651.521.852.041.34
Capital Gains ($) 0.000.000.000.000.000.000.010.000.000.00
Expense Ratio 0.000.030.030.040.030.030.030.030.030.04

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