NasdaqGM - Delayed Quote USD
Schwab Target 2055 (SWORX)
17.15
+0.03
+(0.18%)
At close: 8:02:44 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.23% |
| 5y Average Return | 11.57% |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
| Best 1Y Total Return (Apr 30, 2025) | 24.70% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 24.70% |
| Worst 3Y Total Return | 2.94% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SWORX
Category
- YTD
- -0.87%
- 12.13%
- 1-Month
- -3.52%
- 1.09%
- 3-Month
- -0.87%
- 6.61%
- 1-Year
- 5.29%
- 37.63%
- 3-Year
- 5.57%
- 13.82%
- 5-Year
- 13.77%
- 13.76%
- 10-Year
- 7.77%
- 10.29%
- Last Bull Market
- 14.20%
- 19.35%
- Last Bear Market
- -15.17%
- -17.99%
Annual Total Return (%) History
Year
SWORX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.87% | -- | -- | -- |
| 2024 | 7.39% | 1.86% | 6.11% | -1.72% |
| 2023 | 6.99% | 5.76% | -3.92% | 11.08% |
| 2022 | -7.15% | -15.17% | -7.25% | 9.54% |
| 2021 | 5.11% | 7.53% | -1.10% | 5.77% |
| 2020 | -21.86% | 20.32% | 7.55% | 14.03% |
| 2019 | 12.25% | 3.19% | -0.65% | 8.36% |
| 2018 | -0.21% | 0.98% | 2.92% | -13.65% |
| 2017 | 6.61% | 4.16% | 4.97% | 5.07% |
| 2016 | -0.94% | 1.03% | 5.54% | 1.52% |
| 2015 | 2.97% | 0.31% | -8.00% | 4.82% |
| 2014 | 1.32% | 3.99% | -2.19% | 3.49% |
| 2013 | 1.15% | 7.30% | 8.59% | -- |
Rank in Category (By Total Return)
| YTD | 59 |
| 1-Month | 58 |
| 3-Month | 59 |
| 1-Year | 65 |
| 3-Year | 74 |
| 5-Year | 57 |
Load Adjusted Returns
| 1-Year | 5.29% |
| 3-Year | 5.57% |
| 5-Year | 13.77% |
| 10-Year | 7.77% |
Performance & Risk
| YTD Return | -0.23% |
| 5y Average Return | 11.57% |
| Rank in Category (ytd) | 59 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.29 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2055 |
| Fund Family | Schwab Funds |
| Net Assets | 223.82M |
| YTD Return | -0.87% |
| Yield | 1.81% |
| 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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