Schwab Target 2060 Fund (SWPRX)
16.93
+0.09
(+0.53%)
USD |
Jun 27 2025
SWPRX Max Drawdown (5Y): 28.25% for May 31, 2025
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Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
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240.00
Historical Data
Max Drawdown Definition
Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.
Max Drawdown (5Y) Range, Past 5 Years
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Max Drawdown (5Y) Benchmarks
| John Hancock 2060 Lifetime Blend Ptf 1 | 25.80% |
| MoA Clear Passage 2060 Fund | 23.61% |
| Schwab Target 2055 Fund | 27.88% |
| Schwab Target 2050 Fund | 27.47% |
| Schwab Target 2045 Fund | 26.91% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -3.126 |
| Beta (5Y) | 0.9236 |
| Alpha (vs YCharts Benchmark) (5Y) | -3.126 |
| Beta (vs YCharts Benchmark) (5Y) | 0.9236 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 14.65% |
| Historical Sharpe Ratio (5Y) | 0.6189 |
| Historical Sortino (5Y) | 0.9457 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 6.59% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:SWPRX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:SWPRX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |