Schwab Target 2010 Fund
SWBRX
NASDAQ
| Weiss Ratings | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (14), Patrick Kwok (7) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Schwab Target 2010 Fund | |||
| Category | Target-Date 2000-2010 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Jul 01, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.25% | |||
| Dividend | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.74% | |||
| Asset Allocation | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.79% | |||
| Stock | 33.55% | |||
| U.S. Stock | 24.61% | |||
| Non-U.S. Stock | 8.94% | |||
| Bond | 62.65% | |||
| U.S. Bond | 55.64% | |||
| Non-U.S. Bond | 7.01% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | -0.01% | |||
| Price History | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.21% | |||
| 30-Day Total Return | -1.77% | |||
| 60-Day Total Return | -1.33% | |||
| 90-Day Total Return | -0.37% | |||
| Year to Date Total Return | -0.29% | |||
| 1-Year Total Return | 10.41% | |||
| 2-Year Total Return | 16.56% | |||
| 3-Year Total Return | 26.93% | |||
| 5-Year Total Return | 20.83% | |||
| Price | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $13.31 | |||
| 1-Month Low NAV | $13.08 | |||
| 1-Month High NAV | $13.57 | |||
| 52-Week Low NAV | $12.50 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.41 | |||
| 52-Week High Price (Date) | Dec 29, 2025 | |||
| Beta / Standard Deviation | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.46 | |||
| Standard Deviation | 6.67 | |||
| Balance Sheet | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 42.90M | |||
| Operating Ratios | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.25% | |||
| Turnover Ratio | 16.00% | |||
| Performance | SWBRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.65% | |||
| Last Bear Market Total Return | -8.62% | |||