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
27,205.11
SPY
19,210.77
SWYGX
19,130.51
Target-Date Retirement
Historical Prices
SPY
28.79%
16.16%
27.04%
-19.95%
24.29%
23.30%
16.35%
-0.29%
SWYGX
21.26%
12.25%
13.64%
-18.85%
16.67%
10.68%
15.02%
2.73%