Schwab Target 2030 Fund (SWDRX)

17.48 -0.04 (-0.23%) USD  |  Dec 13 2024
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SWDRX 1 Year Total Returns (Daily): 15.00% for Dec. 13, 2024

1 Year Total Returns (Daily) Chart

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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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Schwab Target 2030 Index Fund 15.12%
Schwab Target 2040 Fund 18.10%
Nuveen Lifecycle Index 2030 Fund Premier 14.68%
Nuveen Lifecycle 2030 Fund Premier 14.30%
MoA Clear Passage 2030 Fund 15.50%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) 0.87%
3 Month Total Returns (Daily) 1.86%
6 Month Total Returns (Daily) 6.26%
Annualized 3 Year Total Returns (Daily) 3.43%
Annualized 5 Year Total Returns (Daily) 7.11%
Annualized 10 Year Total Returns (Daily) 7.05%
Annualized 15 Year Total Returns (Daily) 8.28%
Annualized Total Returns Since Inception (Daily) 6.96%

1 Year Total Returns (Daily) Excel Add-In Codes

View 1 Year Total Returns (Daily) Excel Add-In Codes
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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:SWDRX", "one_year_total_return")
Last 5 Data Points: =YCS("M:SWDRX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.