Schwab Target 2050 Index Fund
SWYMX
NASDAQ
| Weiss Ratings | SWYMX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | SWYMX-NASDAQ | Click to Compare |
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| Provider | Schwab Funds | |||
| Manager/Tenure (Years) | Zifan Tang (8), Patrick Kwok (6), Drew Hayes (2) | |||
| Website | http://www.schwabfunds.com | |||
| Fund Information | SWYMX-NASDAQ | Click to Compare |
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| Fund Name | Schwab Target 2050 Index Fund | |||
| Category | Target-Date 2050 | |||
| 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 | SWYMX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.87% | |||
| Dividend | SWYMX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.20% | |||
| Asset Allocation | SWYMX-NASDAQ | Click to Compare |
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| Cash | 0.97% | |||
| Stock | 89.76% | |||
| U.S. Stock | 61.42% | |||
| Non-U.S. Stock | 28.34% | |||
| Bond | 9.20% | |||
| U.S. Bond | 8.56% | |||
| Non-U.S. Bond | 0.64% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.05% | |||
| Price History | SWYMX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.39% | |||
| 30-Day Total Return | 3.86% | |||
| 60-Day Total Return | 4.45% | |||
| 90-Day Total Return | 14.97% | |||
| Year to Date Total Return | 9.78% | |||
| 1-Year Total Return | 13.91% | |||
| 2-Year Total Return | 31.25% | |||
| 3-Year Total Return | 49.92% | |||
| 5-Year Total Return | 72.42% | |||
| Price | SWYMX-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 | SWYMX-NASDAQ | Click to Compare |
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| Nav | $20.42 | |||
| 1-Month Low NAV | $19.59 | |||
| 1-Month High NAV | $20.44 | |||
| 52-Week Low NAV | $16.61 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.44 | |||
| 52-Week High Price (Date) | Jul 17, 2025 | |||
| Beta / Standard Deviation | SWYMX-NASDAQ | Click to Compare |
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| Beta | 0.87 | |||
| Standard Deviation | 14.66 | |||
| Balance Sheet | SWYMX-NASDAQ | Click to Compare |
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| Total Assets | 1.18B | |||
| Operating Ratios | SWYMX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.08% | |||
| Turnover Ratio | 12.00% | |||
| Performance | SWYMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.67% | |||
| Last Bear Market Total Return | -14.35% | |||