Schwab Target 2020 Index Fund
SWYLX
NASDAQ
| Weiss Ratings | SWYLX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SWYLX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (9), Patrick Kwok (7), Drew Hayes (3) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWYLX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2020 Index Fund | |||
| Category | Target-Date 2020 | |||
| 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 | SWYLX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.15% | |||
| Dividend | SWYLX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.01% | |||
| Asset Allocation | SWYLX-NASDAQ | Click to Compare |
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| Cash | 2.68% | |||
| Stock | 41.95% | |||
| U.S. Stock | 32.33% | |||
| Non-U.S. Stock | 9.62% | |||
| Bond | 55.34% | |||
| U.S. Bond | 52.32% | |||
| Non-U.S. Bond | 3.02% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | SWYLX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.84% | |||
| 30-Day Total Return | 2.20% | |||
| 60-Day Total Return | 3.89% | |||
| 90-Day Total Return | 6.03% | |||
| Year to Date Total Return | 10.25% | |||
| 1-Year Total Return | 8.97% | |||
| 2-Year Total Return | 26.53% | |||
| 3-Year Total Return | 34.94% | |||
| 5-Year Total Return | 32.68% | |||
| Price | SWYLX-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 | SWYLX-NASDAQ | Click to Compare |
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| Nav | $14.40 | |||
| 1-Month Low NAV | $14.03 | |||
| 1-Month High NAV | $14.40 | |||
| 52-Week Low NAV | $12.51 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $14.40 | |||
| 52-Week High Price (Date) | Sep 16, 2025 | |||
| Beta / Standard Deviation | SWYLX-NASDAQ | Click to Compare |
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| Beta | 0.55 | |||
| Standard Deviation | 9.19 | |||
| Balance Sheet | SWYLX-NASDAQ | Click to Compare |
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| Total Assets | 283.14M | |||
| Operating Ratios | SWYLX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.08% | |||
| Turnover Ratio | 16.00% | |||
| Performance | SWYLX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.83% | |||
| Last Bear Market Total Return | -9.14% | |||