Schwab Target 2030 Index Fund (SWYEX)
15.99
+0.14
(+0.88%)
USD |
May 02 2025
SWYEX Max Drawdown (5Y): 22.03% for April 30, 2025
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Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
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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
| MoA Clear Passage 2030 Fund | 19.81% |
| Principal LifeTime 2030 Fund J | 23.14% |
| Schwab Target 2040 Index Fund | 24.07% |
| Schwab Target 2035 Index Fund | 23.19% |
| Nuveen Lifecycle Index 2030 Fund Premier | 22.23% |
Max Drawdown (5Y) Related Metrics
| Alpha (5Y) | -3.193 |
| Beta (5Y) | 0.6937 |
| Alpha (vs YCharts Benchmark) (5Y) | -3.193 |
| Beta (vs YCharts Benchmark) (5Y) | 0.6937 |
| Annualized Standard Deviation of Monthly Returns (5Y Lookback) | 10.53% |
| Historical Sharpe Ratio (5Y) | 0.5491 |
| Historical Sortino (5Y) | 0.8161 |
| Monthly Value at Risk (VaR) 5% (5Y Lookback) | 4.85% |
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:SWYEX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:SWYEX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |