Schwab Target 2035 Index Fund
SWYFX
NASDAQ
| Weiss Ratings | SWYFX-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 | SWYFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (8), Patrick Kwok (6), Drew Hayes (2) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWYFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.20% | |||
| Dividend | SWYFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.15% | |||
| Asset Allocation | SWYFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.63% | |||
| Stock | 69.47% | |||
| U.S. Stock | 49.62% | |||
| Non-U.S. Stock | 19.85% | |||
| Bond | 28.85% | |||
| U.S. Bond | 26.97% | |||
| Non-U.S. Bond | 1.88% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.04% | |||
| Price History | SWYFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.93% | |||
| 30-Day Total Return | 2.64% | |||
| 60-Day Total Return | 6.34% | |||
| 90-Day Total Return | 9.72% | |||
| Year to Date Total Return | 9.33% | |||
| 1-Year Total Return | 14.10% | |||
| 2-Year Total Return | 27.77% | |||
| 3-Year Total Return | 41.10% | |||
| 5-Year Total Return | 57.28% | |||
| Price | SWYFX-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 | SWYFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $18.27 | |||
| 1-Month Low NAV | $17.75 | |||
| 1-Month High NAV | $18.32 | |||
| 52-Week Low NAV | $15.38 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.32 | |||
| 52-Week High Price (Date) | Jul 23, 2025 | |||
| Beta / Standard Deviation | SWYFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.75 | |||
| Standard Deviation | 12.83 | |||
| Balance Sheet | SWYFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.14B | |||
| Operating Ratios | SWYFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.08% | |||
| Turnover Ratio | 14.00% | |||
| Performance | SWYFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.81% | |||
| Last Bear Market Total Return | -12.60% | |||