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NasdaqGM - Delayed Quote USD

Schwab Target 2060 (SWPRX)

15.52
+0.04
+(0.26%)
At close: 8:02:44 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.19%
5y Average Return 11.84%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (Apr 30, 2025) 25.08%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 25.08%
Worst 3Y Total Return 2.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWPRX
Category
YTD
-0.84%
6.10%
1-Month
-3.57%
0.90%
3-Month
-0.84%
6.10%
1-Year
5.36%
14.41%
3-Year
5.65%
4.94%
5-Year
14.09%
9.53%
10-Year
0.00%
0.00%
Last Bull Market
14.38%
5.12%
Last Bear Market
-15.34%
0.00%

Annual Total Return (%) History

Year
SWPRX
Category
2025
--
--
2024
14.30%
--
2023
21.13%
--
2022
-20.33%
--
2021
18.59%
--
2020
15.57%
15.52%
2019
25.08%
25.15%
2018
-10.61%
-8.52%

2017
22.60%
21.27%
2016
--
7.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.84% -- -- --
2024 7.58% 1.79% 6.27% -1.77%
2023 7.21% 5.79% -3.92% 11.16%
2022 -7.24% -15.34% -7.46% 9.64%
2021 5.28% 7.73% -1.20% 5.83%
2020 -22.45% 20.90% 7.61% 14.55%
2019 12.44% 3.28% -0.75% 8.52%
2018 -0.17% 0.99% 3.03% -13.96%
2017 6.62% 4.17% 5.07% 5.06%
2016 1.61% -- -- --

Rank in Category (By Total Return)

YTD 60
1-Month 63
3-Month 60
1-Year 60
3-Year 70
5-Year 43

Load Adjusted Returns

1-Year 5.36%
3-Year 5.65%
5-Year 14.09%
10-Year --

Performance & Risk

YTD Return -0.19%
5y Average Return 11.84%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.31
Morningstar Risk Rating

Fund Overview

Category Target-Date 2060+
Fund Family Schwab Funds
Net Assets 91.79M
YTD Return -0.84%
Yield 1.74%
Morningstar Rating
Inception Date Aug 25, 2016

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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