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Schwab Target 2050 Index Fund Institutional Shares: (MF: SWYMX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$18.87 USD
+0.29 (1.56%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.91 | 75 |
| 3 months | -0.91 | 75 |
| 6 months | -2.25 | 68 |
| 1 Year | 6.66 | 11 |
| 3 Year | 5.99 | 15 |
| 5 Year | 13.76 | 13 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 6.66 |
| 5 Year | 13.75 |
| 10 Year | NA |
| Since Inception | 9.46 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -0.91 | NA | NA | NA |
| 2024 | 6.58 | 2.04 | 6.94 | -1.35 |
| 2023 | 6.56 | 5.49 | -3.81 | 11.48 |
| 2022 | -5.24 | -14.35 | -6.88 | 8.95 |
| 2021 | 4.93 | 6.80 | -0.95 | 6.07 |
| 2020 | -20.01 | 17.78 | 6.94 | 13.82 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.91 | 14.72 | 20.55 | -17.67 | 17.75 | 14.68 | 25.35 | -7.58 | 20.48 |
| % Total Return Rel to Index | 3.35 | -10.29 | -5.68 | 0.53 | -10.92 | -3.71 | -6.13 | -3.19 | -1.31 |
| % Total Return Rel to Peer | -1.10 | 4.80 | 7.39 | -4.70 | 6.24 | 4.00 | 8.15 | -1.08 | 7.02 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 4.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 |
| % Dividends | 0.00 | 0.37 | 0.33 | 0.27 | 0.30 | 0.24 | 0.26 | 0.23 | 0.16 |
| % Yield | 0.00 | 1.91 | 2.15 | 1.84 | 1.64 | 1.51 | 1.84 | 2.02 | 1.33 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.03 | 0.04 | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.04 |
* 1 = Top 20%, 5 = Bottom 20%