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Schwab Target 2065 Index Fund: (MF: SWYOX)

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

$14.57 USD

0.00 (NA)

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 4.68 29
3 months 6.56 15
6 months 11.16 20
1 Year 24.67 6
3 Year 19.37 5
5 Year 11.06 4
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 21.11
5 Year NA
10 Year NA
Since Inception 10.40

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.05 10.12 6.89 3.97
2024 7.06 2.05 7.22 -1.35
2023 6.66 5.83 -3.96 11.76
2022 -5.28 -14.77 -7.08 9.43
2021 NA 7.05 -1.09 6.38

Annual Return

20262025202420232022
% Total Return 4.6821.1115.5721.16-17.92
% Total Return Rel to Index 0.862.89-9.45-5.080.27
% Total Return Rel to Peer 0.066.605.658.00-4.95
% Perf Quintile vs Peer* 3.001.000.001.004.00
% Dividends 0.000.260.210.000.00
% Yield 0.001.741.692.360.00
Capital Gains ($) 0.000.010.000.190.16
Expense Ratio 0.000.020.020.030.03

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