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NasdaqGM - Delayed Quote USD

Schwab Target 2010 (SWBRX)

13.09
+0.03
+(0.23%)
At close: 8:09:25 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.24%
5y Average Return 4.97%
Number of Years Up 16
Number of Years Down 3
Best 1Y Total Return (Apr 28, 2025) 14.53%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 14.53%
Worst 3Y Total Return 0.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWBRX
Category
YTD
1.16%
4.29%
1-Month
-1.44%
0.67%
3-Month
1.16%
3.52%
1-Year
5.58%
14.76%
3-Year
3.31%
8.56%
5-Year
5.93%
7.48%
10-Year
4.49%
6.12%
Last Bull Market
9.66%
11.57%
Last Bear Market
-8.62%
-8.70%

Annual Total Return (%) History

Year
SWBRX
Category
2025
--
--
2024
7.37%
--
2023
11.82%
--
2022
-14.25%
--
2021
6.98%
--
2020
11.19%
10.48%
2019
14.53%
13.86%
2018
-3.45%
-3.25%

2017
10.24%
10.15%
2016
4.15%
5.86%
2015
0.44%
-1.18%
2014
5.20%
4.10%
2013
9.66%
8.30%
2012
9.64%
9.61%
2011
2.60%
0.91%
2010
9.96%
10.68%
2009
15.92%
22.42%
2008
-23.69%
-22.46%
2007
3.90%
5.22%
2006
12.67%
8.58%
2005
--
3.68%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.16% -- -- --
2024 2.88% 0.98% 5.25% -1.81%
2023 4.59% 2.00% -2.90% 7.95%
2022 -5.54% -8.62% -5.08% 4.67%
2021 0.42% 3.82% -0.07% 2.68%
2020 -7.11% 9.36% 3.57% 5.67%
2019 6.36% 2.95% 1.21% 3.35%
2018 -0.75% 0.60% 1.50% -4.74%
2017 2.99% 2.28% 2.38% 2.22%
2016 1.08% 1.47% 2.42% -0.86%

2015 1.88% -0.48% -2.74% 1.86%
2014 1.35% 2.57% -0.81% 2.03%
2013 3.54% -0.96% 3.45% 3.38%
2012 5.64% -0.83% 3.62% 0.99%
2011 2.73% 1.33% -5.81% 4.64%
2010 2.62% -3.16% 6.74% 3.67%
2009 -5.92% 9.56% 9.53% 2.68%
2008 -6.43% -0.74% -7.39% -11.28%
2007 2.34% 3.64% 0.57% -2.60%
2006 4.31% -1.19% 3.44% 5.69%
2005 4.10% 2.06% -- --

Rank in Category (By Total Return)

YTD 82
1-Month 89
3-Month 82
1-Year 58
3-Year 44
5-Year 68

Load Adjusted Returns

1-Year 5.58%
3-Year 3.31%
5-Year 5.93%
10-Year 4.49%

Performance & Risk

YTD Return 1.24%
5y Average Return 4.97%
Rank in Category (ytd) 82
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Fund Overview

Category Target-Date 2000-2010
Fund Family Schwab Funds
Net Assets 42.17M
YTD Return 1.16%
Yield 3.22%
Morningstar Rating
Inception Date Jul 01, 2005

Fund Summary

The fund seeks to achieve its investment objective by investing primarily in a combination of other affiliated Schwab Funds. The fund may also invest in affiliated Schwab ETFs and unaffiliated third party mutual funds and ETFs (referred to herein as unaffiliated funds and, together with Schwab Funds and Schwab ETFs, the underlying funds). The fund invests in the underlying funds in accordance with its target portfolio allocation.

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