Schwab Target 2035 Index Fund
SWYFX
NASDAQ
| Weiss Ratings | SWYFX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | SWYFX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (9), Patrick Kwok (7) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWYFX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2035 Index Fund | |||
| Category | Target-Date 2035 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 25, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SWYFX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.20% | |||
| Dividend | SWYFX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.80% | |||
| Asset Allocation | SWYFX-NASDAQ | Click to Compare |
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| Cash | 2.06% | |||
| Stock | 67.55% | |||
| U.S. Stock | 47.70% | |||
| Non-U.S. Stock | 19.85% | |||
| Bond | 30.36% | |||
| U.S. Bond | 28.42% | |||
| Non-U.S. Bond | 1.94% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | SWYFX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.77% | |||
| 30-Day Total Return | -2.36% | |||
| 60-Day Total Return | -2.31% | |||
| 90-Day Total Return | -0.73% | |||
| Year to Date Total Return | -0.31% | |||
| 1-Year Total Return | 18.37% | |||
| 2-Year Total Return | 24.52% | |||
| 3-Year Total Return | 44.09% | |||
| 5-Year Total Return | 40.25% | |||
| Price | SWYFX-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 | SWYFX-NASDAQ | Click to Compare |
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| Nav | $18.96 | |||
| 1-Month Low NAV | $18.45 | |||
| 1-Month High NAV | $19.52 | |||
| 52-Week Low NAV | $15.38 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.80 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | SWYFX-NASDAQ | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 8.99 | |||
| Balance Sheet | SWYFX-NASDAQ | Click to Compare |
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| Total Assets | 1.49B | |||
| Operating Ratios | SWYFX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.08% | |||
| Turnover Ratio | 14.00% | |||
| Performance | SWYFX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.81% | |||
| Last Bear Market Total Return | -12.60% | |||