Schwab Target 2055 Index Fund
SWYJX
NASDAQ
| Weiss Ratings | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (9), Patrick Kwok (7), Drew Hayes (3) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.75% | |||
| Dividend | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.16% | |||
| Asset Allocation | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.90% | |||
| Stock | 92.59% | |||
| U.S. Stock | 62.73% | |||
| Non-U.S. Stock | 29.86% | |||
| Bond | 6.45% | |||
| U.S. Bond | 6.00% | |||
| Non-U.S. Bond | 0.45% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.06% | |||
| Price History | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.34% | |||
| 30-Day Total Return | 2.77% | |||
| 60-Day Total Return | 5.29% | |||
| 90-Day Total Return | 9.50% | |||
| Year to Date Total Return | 15.82% | |||
| 1-Year Total Return | 16.46% | |||
| 2-Year Total Return | 43.30% | |||
| 3-Year Total Return | 62.64% | |||
| 5-Year Total Return | 76.75% | |||
| Price | SWYJX-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 | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $21.88 | |||
| 1-Month Low NAV | $21.13 | |||
| 1-Month High NAV | $21.90 | |||
| 52-Week Low NAV | $16.79 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.90 | |||
| 52-Week High Price (Date) | Sep 15, 2025 | |||
| Beta / Standard Deviation | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.89 | |||
| Standard Deviation | 14.17 | |||
| Balance Sheet | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 853.81M | |||
| Operating Ratios | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.08% | |||
| Turnover Ratio | 14.00% | |||
| Performance | SWYJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 15.87% | |||
| Last Bear Market Total Return | -14.56% | |||