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NasdaqGM - Delayed Quote USD

Schwab Target 2025 (SWHRX)

14.50
+0.02
+(0.14%)
At close: 6:47:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.98%
5y Average Return 7.09%
Number of Years Up 14
Number of Years Down 2
Best 1Y Total Return (Apr 28, 2025) 19.16%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 19.16%
Worst 3Y Total Return 1.43%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWHRX
Category
YTD
0.91%
6.61%
1-Month
-1.84%
0.92%
3-Month
0.91%
4.66%
1-Year
5.76%
21.54%
3-Year
3.94%
10.23%
5-Year
8.40%
9.75%
10-Year
5.70%
7.82%
Last Bull Market
10.74%
16.61%
Last Bear Market
-10.65%
-14.25%

Annual Total Return (%) History

Year
SWHRX
Category
2025
--
--
2024
8.80%
--
2023
14.30%
--
2022
-15.96%
--
2021
10.31%
--
2020
12.55%
11.84%
2019
18.68%
18.25%
2018
-6.00%
-5.34%

2017
15.56%
14.67%
2016
5.30%
6.73%
2015
0.17%
-1.59%
2014
6.16%
5.07%
2013
19.16%
15.30%
2012
13.89%
13.03%
2011
0.26%
-2.06%
2010
13.50%
13.29%
2009
25.44%
28.32%
2008
--
-34.15%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.91% -- -- --
2024 3.81% 1.09% 5.51% -1.74%
2023 5.37% 2.98% -3.25% 8.87%
2022 -6.10% -10.65% -5.60% 6.10%
2021 1.77% 4.91% -0.30% 3.63%
2020 -12.51% 13.11% 4.89% 8.43%
2019 8.63% 3.22% 0.62% 5.18%
2018 -0.41% 0.69% 2.27% -8.34%
2017 4.69% 3.15% 3.49% 3.41%
2016 0.08% 1.23% 3.87% 0.08%

2015 2.23% -0.07% -5.14% 3.36%
2014 1.37% 3.43% -1.52% 2.82%
2013 6.28% 0.08% 5.58% 6.11%
2012 9.47% -2.60% 5.15% 1.58%
2011 4.48% 1.07% -11.84% 7.69%
2010 3.54% -7.44% 10.21% 7.46%
2009 -7.07% 13.97% 13.71% 4.16%
2008 -0.40% -8.57% -13.44% --

Rank in Category (By Total Return)

YTD 61
1-Month 74
3-Month 61
1-Year 40
3-Year 29
5-Year 53

Load Adjusted Returns

1-Year 5.76%
3-Year 3.94%
5-Year 8.40%
10-Year 5.70%

Performance & Risk

YTD Return 0.98%
5y Average Return 7.09%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family Schwab Funds
Net Assets 414.41M
YTD Return 0.91%
Yield 3.01%
Morningstar Rating
Inception Date Mar 12, 2008

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 in 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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