Schwab Target 2030 Index Fund (SWYEX)

16.49 -0.03 (-0.18%) USD  |  Dec 13 2024
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SWYEX 1 Year Total Returns (Daily): 15.12% 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

View 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 Fund 15.00%
Schwab Target 2040 Index Fund 18.49%
Schwab Target 2035 Index Fund 17.02%
Nuveen Lifecycle Index 2030 Fund Premier 14.68%
Nuveen Lifecycle 2030 Fund Premier 14.30%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) 0.92%
3 Month Total Returns (Daily) 1.79%
6 Month Total Returns (Daily) 6.80%
Annualized 3 Year Total Returns (Daily) 3.99%
Annualized 5 Year Total Returns (Daily) 7.43%
Annualized Total Returns Since Inception (Daily) 8.05%

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

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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:SWYEX", "one_year_total_return")
Last 5 Data Points: =YCS("M:SWYEX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.