Schwab Target 2035 Fund
SWIRX
NASDAQ
| Weiss Ratings | SWIRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | SWIRX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (14), Patrick Kwok (7) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWIRX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 2.25% | |||
| Dividend | SWIRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.82% | |||
| Asset Allocation | SWIRX-NASDAQ | Click to Compare |
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| Cash | 0.55% | |||
| Stock | 67.12% | |||
| U.S. Stock | 44.64% | |||
| Non-U.S. Stock | 22.48% | |||
| Bond | 32.30% | |||
| U.S. Bond | 25.41% | |||
| Non-U.S. Bond | 6.89% | |||
| Preferred | 0.02% | |||
| Convertible | 0.01% | |||
| Other Net | -0.02% | |||
| Price History | SWIRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.64% | |||
| 30-Day Total Return | -2.68% | |||
| 60-Day Total Return | -2.78% | |||
| 90-Day Total Return | -0.96% | |||
| Year to Date Total Return | -0.53% | |||
| 1-Year Total Return | 18.30% | |||
| 2-Year Total Return | 23.27% | |||
| 3-Year Total Return | 43.21% | |||
| 5-Year Total Return | 36.69% | |||
| Price | SWIRX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | $18.49 | |||
| 1-Month Low NAV | $17.99 | |||
| 1-Month High NAV | $19.09 | |||
| 52-Week Low NAV | $15.70 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.00 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | SWIRX-NASDAQ | Click to Compare |
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| Beta | 0.72 | |||
| Standard Deviation | 9.70 | |||
| Balance Sheet | SWIRX-NASDAQ | Click to Compare |
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| Total Assets | 667.66M | |||
| Operating Ratios | SWIRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.44% | |||
| Turnover Ratio | 15.00% | |||
| Performance | SWIRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.73% | |||
| Last Bear Market Total Return | -13.11% | |||