Schwab Target 2040 Index Fund (SWYGX)

20.06 -0.03 (-0.15%) USD  |  Mar 19 2026
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SWYGX 1 Year Total Returns (Daily): 15.71% for March 19, 2026

1 Year Total Returns (Daily) Chart

Sep '18
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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 2040 Fund 15.40%
MoA Clear Passage 2040 Fund 15.07%
Schwab Target 2030 Index Fund 12.84%
Schwab Target 2035 Index Fund 14.41%
Nuveen Lifecycle Index 2040 Fund Premier 15.85%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) -3.70%
3 Month Total Returns (Daily) -0.17%
6 Month Total Returns (Daily) 2.37%
Annualized 3 Year Total Returns (Daily) 15.64%
Annualized 5 Year Total Returns (Daily) 7.92%
Annualized Total Returns Since Inception (Daily) 9.66%

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

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