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Schwab Target 2015 (SWGRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.72-0.04 (-0.37%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.19%
5-year average return4.23%
Number of years up13
Number of years down2
Best 1-yr total return (24 Apr 2024)19.49%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return19.49%
Worst 3-yr total return0.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWGRXCategory
YTD3.18%5.24%
1-month1.75%0.74%
3-month3.18%3.92%
1-year10.77%17.09%
3-year1.91%9.13%
5-year5.08%8.26%
10-year4.70%6.90%
Last bull market14.62%13.45%
Last bear market-9.18%-10.49%

Annual total return (%) history

Year
SWGRXCategory
2024
N/AN/A
2023
12.46%N/A
2022
-14.61%N/A
2021
7.50%N/A
2020
11.46%10.75%
2019
15.07%15.45%
2018
-3.79%-3.86%
2017
10.76%11.29%
2016
4.25%6.12%
2015
0.32%-1.34%
2014
5.26%4.48%
2013
12.19%9.65%
2012
10.97%10.65%
2011
1.78%-0.27%
2010
11.59%11.50%
2009
19.49%23.55%
2008
N/A-27.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.18%N/AN/AN/A
20234.76%2.27%-2.96%8.17%
2022-5.64%-9.18%-5.10%5.00%
20210.64%4.05%-0.08%2.73%
2020-7.85%9.91%3.79%6.03%
20196.61%3.06%1.10%3.59%
2018-0.68%0.60%1.53%-5.16%
20173.21%2.34%2.45%2.35%
20161.06%1.49%2.50%-0.84%
20151.82%-0.41%-2.94%1.92%
20141.22%2.82%-1.02%2.17%
20134.32%-0.69%4.00%4.12%
20126.86%-1.37%4.09%1.16%
20113.42%1.32%-8.29%5.91%
20103.10%-4.98%8.19%5.29%
2009-6.54%11.44%11.11%3.25%
2008-0.80%-7.72%-11.82%N/A

Rank in category (by total return)

YTD30
1-month75
3-month30
1-year16
3-year42
5-year51

Load adjusted returns

1-year10.77%
3-year1.91%
5-year5.08%
10-year4.70%