Schwab Target 2035 Fund
SWIRX
NASDAQ
| Weiss Ratings | SWIRX-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 | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (14), Patrick Kwok (8) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Schwab Target 2035 Fund | |||
| Category | Target-Date 2035 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 12, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.09% | |||
| Dividend | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.77% | |||
| Asset Allocation | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.99% | |||
| Stock | 67.09% | |||
| U.S. Stock | 46.54% | |||
| Non-U.S. Stock | 20.55% | |||
| Bond | 31.88% | |||
| U.S. Bond | 24.58% | |||
| Non-U.S. Bond | 7.30% | |||
| Preferred | 0.04% | |||
| Convertible | 0.02% | |||
| Other Net | -0.02% | |||
| Price History | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.80% | |||
| 30-Day Total Return | -0.70% | |||
| 60-Day Total Return | -2.45% | |||
| 90-Day Total Return | -2.41% | |||
| Year to Date Total Return | 6.67% | |||
| 1-Year Total Return | 8.53% | |||
| 2-Year Total Return | 24.57% | |||
| 3-Year Total Return | 51.65% | |||
| 5-Year Total Return | 33.92% | |||
| Price | SWIRX-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 | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $19.83 | |||
| 1-Month Low NAV | $19.81 | |||
| 1-Month High NAV | $20.10 | |||
| 52-Week Low NAV | $17.99 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $20.49 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.68 | |||
| Standard Deviation | 9.28 | |||
| Balance Sheet | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 653.46M | |||
| Operating Ratios | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.44% | |||
| Turnover Ratio | 15.00% | |||
| Performance | SWIRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 20.63% | |||
| Last Bear Market Total Return | -13.11% | |||