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Schwab Target 2065 Index Fund: (MF: SWYOX)

(NASDAQ Mutual Funds) As of Jun 18, 2026 07:05 PM ET

$16.48 USD

+0.17 (1.04%)

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 May 31, 2026

Total Return %* Percentile Rank Objective
YTD 11.68 12
3 months 6.68 9
6 months 13.68 7
1 Year 29.21 7
3 Year 21.10 4
5 Year 10.65 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 May 31, 2026

1 Year 20.06
5 Year 8.99
10 Year NA
Since Inception 9.45

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -1.90 NA NA NA
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 11.6821.1115.5721.16-17.92
% Total Return Rel to Index -0.202.89-9.45-5.080.27
% Total Return Rel to Peer 0.416.605.658.00-4.95
% Perf Quintile vs Peer* 2.001.001.001.004.00
% Dividends 0.000.260.210.000.00
% Yield 0.001.742.082.360.00
Capital Gains ($) 0.000.010.000.190.16
Expense Ratio 0.000.020.020.030.03

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