SWRRX Performance — Schwab Target 2070 Fund
Data updated: 2026-09-24
In the 12 months to Jul 2026 the fund took in a net $1.1M, and assets reached $1.16M.
SWRRX Growth of $100
What $100 invested in Schwab Target 2070 Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Moderate Allocation category average over the same months.
| Period | SWRRX | Category average |
|---|---|---|
| Since data start (Feb 2026 – Jul 2026) | $104 | $106 |
SWRRX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +4.49% |
SWRRX Annual Returns
Calendar-year total returns of Schwab Target 2070 Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Feb–Jul) | +4.49% |
SWRRX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | — | −0.6% | −6.6% | +9.0% | +4.2% | +0.1% | −0.9% | — | — | — | — | — |
SWRRX Risk
Risk measures from monthly returns over Feb 2026 – Jul 2026.
- Best month: +9.05% (Apr 2026)
- Worst month: −6.64% (Mar 2026)
SWRRX Fund Flows
Monthly money in and out of Schwab Target 2070 Fund, from SEC Form N-PORT.
- 12-month net flow: $1.1M
- 12-month gross sales (incl. reinvestments): $1.2M
- Sales ÷ redemptions: 9.76×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $175K | $60K | $115K |
| Jun 2026 | $63K | $2K | $61K |
| May 2026 | $121K | $163 | $121K |
| Apr 2026 | $188K | $66K | $122K |
| Mar 2026 | $189K | $57 | $188K |
| Feb 2026 | $512K | $10 | $512K |
SWRRX Assets Under Management
Net assets of Schwab Target 2070 Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $1.16M |
| 2026-04-30 | $840.33K |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.