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Money
What's next for state pension? Sunak unveils 'Triple Lock Plus'
The Triple Lock Plus would introduce a new age-related allowance for pensioners
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.
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
7.46%
5-year average return
10.32%
Number of years up
5
Number of years down
2
Best 1-yr total return (23 May 2024)
25.79%
Worst 1-yr total return (23 May 2024)
N/A
Best 3-yr total return
25.79%
Worst 3-yr total return
3.74%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SWYJX
Category
YTD
2.63%
12.13%
1-month
-3.91%
1.09%
3-month
2.93%
6.61%
1-year
14.95%
37.63%
3-year
3.27%
13.82%
5-year
8.53%
13.76%
10-year
0.00%
10.29%
Last bull market
22.77%
19.35%
Last bear market
-14.56%
-17.99%
Annual total return (%) history
Year
SWYJX
Category
2024
N/A
N/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/A
8.00%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
6.80%
N/A
N/A
N/A
2023
6.64%
5.63%
-3.89%
11.57%
2022
-5.30%
-14.56%
-6.90%
9.08%
2021
5.24%
6.86%
-1.00%
6.31%
2020
-20.66%
18.30%
7.10%
14.19%
2019
12.10%
3.46%
0.64%
7.78%
2018
-0.83%
1.34%
4.31%
-12.11%
2017
5.96%
3.75%
4.52%
5.32%
2016
1.75%
N/A
N/A
N/A
Rank in category (by total return)
YTD
92
1-month
86
3-month
91
1-year
64
3-year
27
5-year
45
Load adjusted returns
1-year
14.95%
3-year
3.27%
5-year
8.53%
10-year
N/A
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