Schwab Target 2020 Index Fund
SWYLX
NASDAQ
| Weiss Ratings | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (10), Patrick Kwok (8) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.89% | |||
| Dividend | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.72% | |||
| Asset Allocation | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.12% | |||
| Stock | 41.14% | |||
| U.S. Stock | 31.35% | |||
| Non-U.S. Stock | 9.79% | |||
| Bond | 55.72% | |||
| U.S. Bond | 52.71% | |||
| Non-U.S. Bond | 3.01% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.01% | |||
| Price History | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.41% | |||
| 30-Day Total Return | 0.48% | |||
| 60-Day Total Return | -1.28% | |||
| 90-Day Total Return | -1.35% | |||
| Year to Date Total Return | 4.90% | |||
| 1-Year Total Return | 5.97% | |||
| 2-Year Total Return | 17.89% | |||
| 3-Year Total Return | 36.89% | |||
| 5-Year Total Return | 24.08% | |||
| Price | SWYLX-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 | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.55 | |||
| 1-Month Low NAV | $14.47 | |||
| 1-Month High NAV | $14.64 | |||
| 52-Week Low NAV | $13.58 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $14.83 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.48 | |||
| Standard Deviation | 6.97 | |||
| Balance Sheet | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 286.15M | |||
| Operating Ratios | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.08% | |||
| Turnover Ratio | 15.00% | |||
| Performance | SWYLX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.83% | |||
| Last Bear Market Total Return | -9.14% | |||