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SWYGX Current & History Performance
Explore the performance of Schwab Target 2040 Index Fund Institutional Shares compared to the S&P Index and the Target-Date Retirement category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.
Explore the performance of Schwab Target 2040 Index Fund Institutional Shares compared to the S&P Index and the Target-Date Retirement category of mutual funds. This comparison is based on a hypothetical investment of $10,000. Gain insights into how its returns stack up against traditional and digital asset benchmarks.
Growth of $10,000
23,908.85
SPY
17,038.07
SWYGX
15,929.49
Target-Date Retirement
Historical Prices
SPY
28.79%
16.16%
27.04%
-19.95%
24.29%
25.71%
SWYGX
21.26%
12.25%
13.64%
-18.85%
16.95%
15.63%