Schwab Target 2040 Fund (SWERX)
20.23
+0.05
(+0.25%)
USD |
Apr 09 2026
SWERX 1 Year Total Returns (Daily): 25.01% for April 9, 2026
1 Year Total Returns (Daily) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
Total Return Definition
The Total return is the change in price over a specific period of time that includes dividends and distributions paid.
1 Year Total Returns (Daily) Range, Past 5 Years
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1 Year Total Returns (Daily) Benchmarks
| Schwab Target 2040 Index Fund | 24.77% |
| Schwab Target 2030 Fund | 19.48% |
| MoA Clear Passage 2040 Fund | 24.32% |
| Nuveen Lifecycle 2040 Fund Premier | 24.07% |
| Nuveen Lifecycle Index 2040 Fund Premier | 25.49% |
1 Year Total Returns (Daily) Related Metrics
1 Year Total Returns (Daily) Excel Add-In Codes
| Metric Code: one_year_total_return |
| Latest Data Point: =YCP("M:SWERX", "one_year_total_return") |
| Last 5 Data Points: =YCS("M:SWERX", "one_year_total_return", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |