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Schwab Target 2055 Index (SWYJX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.01+0.11 (+0.61%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.46%
5-year average return10.32%
Number of years up5
Number of years down2
Best 1-yr total return (23 May 2024)25.79%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return25.79%
Worst 3-yr total return3.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWYJXCategory
YTD2.63%12.13%
1-month-3.91%1.09%
3-month2.93%6.61%
1-year14.95%37.63%
3-year3.27%13.82%
5-year8.53%13.76%
10-year0.00%10.29%
Last bull market22.77%19.35%
Last bear market-14.56%-17.99%

Annual total return (%) history

Year
SWYJXCategory
2024
N/AN/A
2023
20.80%N/A
2022
-17.83%N/A
2021
18.36%N/A
2020
14.78%15.47%
2019
25.79%24.91%
2018
-7.86%-8.44%
2017
21.01%21.08%
2016
N/A8.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.80%N/AN/AN/A
20236.64%5.63%-3.89%11.57%
2022-5.30%-14.56%-6.90%9.08%
20215.24%6.86%-1.00%6.31%
2020-20.66%18.30%7.10%14.19%
201912.10%3.46%0.64%7.78%
2018-0.83%1.34%4.31%-12.11%
20175.96%3.75%4.52%5.32%
20161.75%N/AN/AN/A

Rank in category (by total return)

YTD92
1-month86
3-month91
1-year64
3-year27
5-year45

Load adjusted returns

1-year14.95%
3-year3.27%
5-year8.53%
10-yearN/A