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NasdaqGM - Delayed Quote USD

Schwab Target 2045 (SWMRX)

16.58
+0.04
+(0.24%)
At close: 8:02:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.54%
5y Average Return 11.14%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return (Apr 28, 2025) 23.98%
Worst 1Y Total Return (Apr 28, 2025) --
Best 3Y Total Return 23.98%
Worst 3Y Total Return 2.70%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWMRX
Category
YTD
-0.60%
11.62%
1-Month
-3.29%
1.08%
3-Month
-0.60%
6.42%
1-Year
5.44%
36.05%
3-Year
5.47%
13.52%
5-Year
13.02%
13.44%
10-Year
7.51%
9.97%
Last Bull Market
13.80%
20.43%
Last Bear Market
-14.54%
-18.27%

Annual Total Return (%) History

Year
SWMRX
Category
2025
--
--
2024
13.40%
--
2023
20.10%
--
2022
-19.35%
--
2021
16.86%
--
2020
14.94%
15.10%
2019
23.98%
24.35%
2018
-9.83%
-8.14%

2017
21.39%
20.51%
2016
6.90%
7.93%
2015
-0.21%
-1.87%
2014
6.53%
5.35%
2013
--
22.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.60% -- -- --
2024 6.90% 1.67% 6.10% -1.67%
2023 6.81% 5.43% -3.78% 10.84%
2022 -6.94% -14.54% -6.98% 9.03%
2021 4.50% 7.13% -0.98% 5.41%
2020 -20.48% 19.22% 7.15% 13.15%
2019 11.78% 3.18% -0.29% 7.81%
2018 -0.29% 0.93% 2.92% -12.95%
2017 6.26% 4.06% 4.74% 4.81%
2016 -0.77% 1.04% 5.31% 1.25%

2015 2.92% 0.24% -7.47% 4.54%
2014 1.33% 3.95% -2.14% 3.34%
2013 0.96% 7.14% 8.17% --

Rank in Category (By Total Return)

YTD 63
1-Month 66
3-Month 63
1-Year 60
3-Year 66
5-Year 72

Load Adjusted Returns

1-Year 5.44%
3-Year 5.47%
5-Year 13.02%
10-Year 7.51%

Performance & Risk

YTD Return -0.54%
5y Average Return 11.14%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Target-Date 2045
Fund Family Schwab Funds
Net Assets 306.92M
YTD Return -0.60%
Yield 1.96%
Morningstar Rating
Inception Date Jan 23, 2013

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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