UK markets close in 5 hours 27 minutes

Schwab Target 2035 (SWIRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
16.58-0.03 (-0.18%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.61%
5-year average return7.53%
Number of years up11
Number of years down4
Best 1-yr total return (7 May 2024)28.33%
Worst 1-yr total return (7 May 2024)N/A
Best 3-yr total return28.33%
Worst 3-yr total return2.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWIRXCategory
YTD2.02%9.49%
1-month-3.58%1.04%
3-month1.89%5.73%
1-year12.08%29.95%
3-year1.64%12.29%
5-year6.65%12.13%
10-year6.70%9.24%
Last bull market19.68%19.43%
Last bear market-13.12%-17.22%

Annual total return (%) history

Year
SWIRXCategory
2024
N/AN/A
2023
17.92%N/A
2022
-18.00%N/A
2021
14.22%N/A
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
N/A-37.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.80%N/AN/AN/A
20236.26%4.54%-3.56%10.08%
2022-6.59%-13.12%-6.36%7.91%
20213.44%6.19%-0.70%4.72%
2020-17.23%16.68%6.26%11.11%
201910.55%3.20%0.13%6.69%
2018-0.32%0.91%2.63%-11.12%
20175.65%3.73%4.27%4.24%
2016-0.45%1.20%4.67%0.71%
20152.55%0.13%-6.59%4.14%
20141.39%3.76%-1.91%3.20%
20137.61%0.71%6.55%7.44%
201211.13%-3.37%5.72%1.85%
20115.14%0.89%-14.44%8.81%
20103.90%-9.13%11.27%9.07%
2009-8.00%15.65%15.16%4.73%
2008-0.89%-9.72%-15.15%N/A

Rank in category (by total return)

YTD44
1-month86
3-month56
1-year32
3-year43
5-year60

Load adjusted returns

1-year12.08%
3-year1.64%
5-year6.65%
10-year6.70%