Schwab Target 2055 Index Fund
SWYJX
NASDAQ
| Weiss Ratings | SWYJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | SWYJX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (10), Patrick Kwok (8) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWYJX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2055 Index Fund | |||
| Category | Target-Date 2055 | |||
| 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 | SWYJX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.71% | |||
| Dividend | SWYJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.79% | |||
| Asset Allocation | SWYJX-NASDAQ | Click to Compare |
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| Cash | 0.96% | |||
| Stock | 92.14% | |||
| U.S. Stock | 61.79% | |||
| Non-U.S. Stock | 30.35% | |||
| Bond | 6.85% | |||
| U.S. Bond | 6.38% | |||
| Non-U.S. Bond | 0.47% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | SWYJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.67% | |||
| 30-Day Total Return | -1.45% | |||
| 60-Day Total Return | 1.91% | |||
| 90-Day Total Return | 0.32% | |||
| Year to Date Total Return | 12.51% | |||
| 1-Year Total Return | 16.09% | |||
| 2-Year Total Return | 33.96% | |||
| 3-Year Total Return | 67.43% | |||
| 5-Year Total Return | 59.35% | |||
| Price | SWYJX-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 | SWYJX-NASDAQ | Click to Compare |
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| Nav | $25.00 | |||
| 1-Month Low NAV | $24.80 | |||
| 1-Month High NAV | $25.46 | |||
| 52-Week Low NAV | $21.36 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $25.62 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | SWYJX-NASDAQ | Click to Compare |
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| Beta | 0.84 | |||
| Standard Deviation | 11.68 | |||
| Balance Sheet | SWYJX-NASDAQ | Click to Compare |
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| Total Assets | 1.22B | |||
| Operating Ratios | SWYJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.08% | |||
| Turnover Ratio | 10.00% | |||
| Performance | SWYJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.15% | |||
| Last Bear Market Total Return | -14.56% | |||