Unlock stock picks and a broker-level newsfeed that powers Wall Street.

NasdaqGM - Delayed Quote USD

Schwab Target 2035 (SWIRX)

17.12
+0.02
+(0.12%)
At close: 6:47:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 9.55%
Number of Years Up 12
Number of Years Down 4
Best 1Y Total Return (Apr 28, 2025) 24.06%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 24.06%
Worst 3Y Total Return 2.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWIRX
Category
YTD
-0.06%
9.49%
1-Month
-2.74%
1.04%
3-Month
-0.06%
5.73%
1-Year
5.56%
29.95%
3-Year
4.96%
12.29%
5-Year
11.19%
12.13%
10-Year
6.84%
9.24%
Last Bull Market
12.74%
19.43%
Last Bear Market
-13.12%
-17.22%

Annual Total Return (%) History

Year
SWIRX
Category
2025
--
--
2024
11.75%
--
2023
17.92%
--
2022
-18.00%
--
2021
14.22%
--
2020
14.04%
14.04%
2019
21.88%
22.04%
2018
-8.25%
-7.04%

2017
19.12%
18.43%
2016
6.20%
7.57%
2015
-0.10%
-1.76%
2014
6.49%
5.24%
2013
24.06%
20.00%
2012
15.63%
14.64%
2011
-1.25%
-3.51%
2010
14.59%
14.28%
2009
28.33%
30.06%
2008
--
-37.04%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.06% -- -- --
2024 5.80% 1.43% 5.88% -1.65%
2023 6.26% 4.54% -3.56% 10.08%
2022 -6.59% -13.12% -6.36% 7.91%
2021 3.44% 6.19% -0.70% 4.72%
2020 -17.23% 16.68% 6.26% 11.11%
2019 10.55% 3.20% 0.13% 6.69%
2018 -0.32% 0.91% 2.63% -11.12%
2017 5.65% 3.73% 4.27% 4.24%
2016 -0.45% 1.20% 4.67% 0.71%

2015 2.55% 0.13% -6.59% 4.14%
2014 1.39% 3.76% -1.91% 3.20%
2013 7.61% 0.71% 6.55% 7.44%
2012 11.13% -3.37% 5.72% 1.85%
2011 5.14% 0.89% -14.44% 8.81%
2010 3.90% -9.13% 11.27% 9.07%
2009 -8.00% 15.65% 15.16% 4.73%
2008 -0.89% -9.72% -15.15% --

Rank in Category (By Total Return)

YTD 79
1-Month 78
3-Month 79
1-Year 51
3-Year 34
5-Year 54

Load Adjusted Returns

1-Year 5.56%
3-Year 4.96%
5-Year 11.19%
10-Year 6.84%

Performance & Risk

YTD Return 0.00%
5y Average Return 9.55%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family Schwab Funds
Net Assets 592.12M
YTD Return -0.06%
Yield 2.32%
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.

Related Tickers

BIPIX ProFunds Biotechnology UltraSector Fund
39.25
+2.16%
 
BIPSX ProFunds Biotechnology UltraSector Fund
20.42
+2.15%
 
FMIYX FMI International Institutional
36.06
+1.61%
 
FMIJX FMI International Investor
35.84
+1.59%
 
FNORX Fidelity Nordic
63.45
+1.50%
 
FPHAX Fidelity Select Pharmaceuticals Port
24.87
+1.39%
 
FSHCX Fidelity Select Health Care Svcs Port
108.09
+1.34%
 
FDCPX Fidelity Select Tech Hardware
96.71
+1.20%
 
FSHOX Fidelity Select Construction & Housing
111.52
+1.16%
 
CNPSX Consumer Staples UltraSector ProFund Svc
67.19
+1.16%
 
CNPIX Consumer Staples UltraSector ProFund Inv
77.44
+1.15%
 
FIIIX Fidelity Advisor International Growth I
20.88
+1.11%
 
FZAJX Fidelity Advisor International Growth Z
20.90
+1.11%
 
FITGX Fidelity Advisor International Growth M
20.52
+1.08%
 
MGQSX Morgan Stanley Inst Global Stars R6
16.94
+1.07%
 
FIAGX Fidelity Advisor International Growth A
20.73
+1.07%
 
PRHSX T. Rowe Price Health Sciences
79.43
+1.07%
 
FIGFX Fidelity International Growth
20.94
+1.06%
 
MGQAX Morgan Stanley Inst Global Stars A
16.81
+1.02%
 
MGQIX Morgan Stanley Inst Global Stars I
16.93
+1.01%
 
PHSZX PGIM Jennison Health Sciences Z
42.05
+1.01%
 
QRVLX FPA Queens Road Value
30.06
+1.01%
 
PJHRX PGIM Jennison Health Sciences R
30.20
+1.00%
 
PHLQX PGIM Jennison Health Sciences R6
42.48
+1.00%
 
PHLAX PGIM Jennison Health Sciences A
32.78
+0.99%
 
GURIX NAA Risk Managed Rl Estt Inst
31.88
+0.98%
 
GURAX NAA Risk Managed Real Estate A
31.39
+0.96%
 
FCIWX NYLI PineStone International Eq Cl R6
16.92
+0.95%
 
PRMTX T. Rowe Price Comm & Tech Investor
154.34
+0.94%
 
FIKEX Fidelity Advisor Industrials Z
49.72
+0.91%
 
FCLIX Fidelity Advisor Industrials I
49.74
+0.91%
 
FCICX NYLI PineStone International Equity Cl C
16.60
+0.91%
 
FCLAX Fidelity Advisor Industrials A
45.40
+0.91%
 
FCIKX NYLI PineStone International Eq Inv Cl
16.77
+0.90%
 
FCYIX Fidelity Select Industrials Portfolio
40.27
+0.90%
 
FCIRX NYLI PineStone International Equity Cl A
16.79
+0.90%
 
FCIHX NYLI PineStone International Equity Cl P
16.84
+0.90%
 
FCIUX NYLI PineStone International Equity Cl I
16.85
+0.90%
 
CSJCX Cohen & Steers Realty Shares C
66.79
+0.89%
 
CSRIX Cohen & Steers Instl Realty Shares
48.86
+0.89%
 
CSJIX Cohen & Steers Realty Shares I
67.06
+0.89%
 
CSRSX Cohen & Steers Realty Shares L
67.08
+0.89%
 
CSJAX Cohen & Steers Realty Shares A
67.11
+0.89%
 
CSJZX Cohen & Steers Realty Shares Z
67.23
+0.89%
 
CSJRX Cohen & Steers Realty Shares R
67.26
+0.88%
 
PXSGX Virtus KAR Small-Cap Growth I
28.54
+0.88%
 
JAGLX Janus Henderson Global Life Sciences T
67.92
+0.88%
 
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
68.24
+0.87%
 
JFNSX Janus Henderson Global Life Sciences Fund
64.78
+0.87%
 
JNGLX Janus Henderson Global Life Sciences D
68.36
+0.87%
 
JFNIX Janus Henderson Global Life Sciences Fund
68.50
+0.87%
 
JFNAX Janus Henderson Global Life Sciences Fund
66.66
+0.86%
 
PSGAX Virtus KAR Small-Cap Growth A
26.90
+0.86%
 
JFNCX Janus Henderson Global Life Sciences Fund
57.33
+0.86%
 
FSPHX Fidelity Select Health Care
26.05
+0.85%
 
PWJAX PGIM Jennison International Opps A
31.15
+0.84%
 
SHSAX BlackRock Health Sciences Opps Inv A
63.26
+0.83%
 
SHSSX BlackRock Health Sciences Opps Instl
68.19
+0.83%
 
BHSRX BlackRock Health Sciences Opportunities Portfolio
60.93
+0.83%
 
SHSKX BlackRock Health Sciences Opps K
68.33
+0.83%
 
SHISX BlackRock Health Sciences Opps Svc
63.62
+0.82%
 
PWJZX PGIM Jennison International Opps Z
31.84
+0.82%
 
SREYX SEI Real Estate Y (SIMT)
15.95
+0.82%
 
SHSCX BlackRock Health Sciences Opps Inv C
50.51
+0.82%
 
BRIFX Baron Real Estate Income Retail
16.02
+0.82%
 
BRIUX Baron Real Estate Income R6
16.21
+0.81%
 
AASCX Thrivent Mid Cap Stock A
28.36
0.00%
 
EILGX Eaton Vance Atlanta Capital Focused Gr I
18.19
+0.78%
 
ICMPX Lazard International Quality Gr Instl
16.90
+0.78%
 
RCMPX Lazard International Quality Gr R6
16.91
+0.77%
 
TIQIX Touchstone Non-US Equity Y
28.72
+0.77%
 
PGRQX PGIM Global Real Estate R6
19.60
+0.77%
 
GDLFX Gotham Defensive Long 500 Institutional
18.32
+0.77%
 
TMPRX Touchstone Mid Cap R6
52.37
+0.77%
 
FIKGX Fidelity Advisor Semiconductors Z
73.56
+0.77%
 
FELAX Fidelity Advisor Semiconductors A
67.25
+0.76%
 
FIDZX Fidelity Advisor Intl Cap App Z
34.32
+0.76%
 
TEQCX Touchstone Non-US Equity C
27.73
+0.76%
 
SEIRX SEI Real Estate I (SIMT)
15.90
+0.76%
 
FELTX Fidelity Advisor Semiconductors M
62.31
+0.76%
 
SETAX SEI Institutional Managed Trust Real Estate Fund
15.94
+0.76%
 
FELIX Fidelity Advisor Semiconductors I
73.30
+0.76%
 
GLFOX Lazard Global Listed Infrastructure Portfolio
17.35
+0.75%
 
FIATX Fidelity Advisor Intl Cap App M
30.70
+0.75%
 
FIVFX Fidelity International Capital Apprec
29.53
+0.75%
 
FCPCX Fidelity Advisor Intl Cap App C
26.89
+0.75%
 
FELCX Fidelity Advisor Semiconductors C
52.46
+0.75%
 
BRIIX Baron Real Estate Income Institutional
16.22
+0.75%
 
ALCKX AB Large Cap Growth K
90.69
+0.74%
 
FSELX Fidelity Select Semiconductors
25.96
+0.74%
 
PJEAX PGIM US Real Estate A
15.03
+0.74%
 
TEQAX Touchstone Non-US Equity A
27.35
+0.74%
 
FCPIX Fidelity Advisor Intl Cap App I
34.21
+0.74%
 
TROCX Touchstone Non-US Equity I
28.74
+0.74%
 
PJEQX PGIM US Real Estate R6
15.06
+0.74%
 
PJEZX PGIM US Real Estate Z
15.06
+0.74%
 
FCPAX Fidelity Advisor Intl Capl App A
31.74
+0.73%
 
BUIIX Buffalo International Institutional
22.63
+0.71%
 
MSFAX Morgan Stanley Inst Global Franchise I
34.60
+0.70%
 
GLIFX Lazard Global Listed Infrastructure Portfolio
17.33
+0.70%