SWYNX Performance — Schwab Target 2060 Index Fund
Data updated: 2026-08-25
SWYNX returned +12.32% year to date and +23.84% over one year to Jun 2026. Annualised returns are +18.61% over 3 years and +10.22% over 5 years. The fund beat its Target-Date category average: $100 invested three years ago grew to $167, against $150 for the category, and to $124 over one year, against $118. Volatility over the past three years was 12.06% a year. In the 12 months to Jun 2026 the fund took in a net $227.4M, and assets reached $1.36B.
SWYNX Growth of $100
What $100 invested in Schwab Target 2060 Index Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Target-Date category average over the same months.
| Period | SWYNX | Category average |
|---|---|---|
| 1 year (Jul 2025 – Jun 2026) | $124 | $118 |
| 3 years (Jul 2023 – Jun 2026) | $167 | $150 |
| 5 years (Jul 2021 – Jun 2026) | $163 | $143 |
| Since data start (Jul 2019 – Jun 2026) | $229 | $187 |
SWYNX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +12.32% |
| 1 year | +23.84% |
| 3 years (annualised) | +18.61% |
| 5 years (annualised) | +10.22% |
SWYNX Annual Returns
Calendar-year total returns of Schwab Target 2060 Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jun) | +12.32% |
| 2025 | +20.20% |
| 2024 | +15.12% |
| 2023 | +21.11% |
| 2022 | −17.97% |
| 2021 | +18.86% |
| 2020 | +14.88% |
| 2019 (Jul–Dec) | +8.57% |
SWYNX 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 | +2.9% | +1.9% | −5.8% | +8.9% | +4.3% | +0.1% | — | — | — | — | — | — |
| 2025 | +2.9% | −0.1% | −3.5% | +0.3% | +5.1% | +4.2% | +1.1% | +2.9% | +3.0% | +1.8% | +0.5% | +0.6% |
| 2024 | −0.4% | +4.1% | +3.0% | −3.9% | +4.4% | +1.6% | +2.7% | +2.4% | +2.1% | −2.2% | +4.2% | −3.4% |
| 2023 | +7.7% | −3.1% | +2.2% | +1.2% | −1.2% | +5.7% | +3.4% | −2.7% | −4.5% | −2.9% | +9.0% | +5.6% |
| 2022 | −4.8% | −2.6% | +2.1% | −7.6% | +0.1% | −7.8% | +7.1% | −4.1% | −9.5% | +6.0% | +7.9% | −4.4% |
| 2021 | −0.1% | +2.6% | +2.8% | +4.1% | +1.4% | +1.3% | +0.9% | +2.1% | −4.0% | +5.0% | −2.4% | +3.9% |
| 2020 | −1.3% | −7.0% | −14.2% | +10.1% | +4.7% | +3.0% | +4.7% | +5.3% | −2.8% | −1.9% | +11.8% | +4.6% |
| 2019 | — | — | — | — | — | — | +0.2% | −1.7% | +2.1% | +2.5% | +2.4% | +2.9% |
SWYNX Risk
Risk measures from monthly returns over Jul 2023 – Jun 2026.
- 3-year volatility (annualised): 12.06%
- 3-year Sharpe ratio: 1.17 (vs 4.5% risk-free rate)
- Best month: +8.96% (Nov 2023)
- Worst month: −5.81% (Mar 2026)
SWYNX Fund Flows
Monthly money in and out of Schwab Target 2060 Index Fund, from SEC Form N-PORT.
- 12-month net flow: $227.4M
- 12-month gross sales (incl. reinvestments): $407.4M
- Sales ÷ redemptions: 2.26×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $34.9M | $14.4M | $20.5M |
| May 2026 | $30.2M | $14.3M | $15.9M |
| Apr 2026 | $35.2M | $15.6M | $19.6M |
| Mar 2026 | $34.0M | $15.8M | $18.2M |
| Feb 2026 | $43.7M | $18.3M | $25.4M |
| Jan 2026 | $47.1M | $22.7M | $24.4M |
| Dec 2025 | $55.1M | $13.6M | $41.5M |
| Nov 2025 | $26.8M | $9.8M | $17.0M |
| Oct 2025 | $26.6M | $22.6M | $4.0M |
| Sep 2025 | $24.4M | $9.2M | $15.1M |
| Aug 2025 | $23.4M | $11.7M | $11.7M |
| Jul 2025 | $26.1M | $12.1M | $14.0M |
SWYNX Assets Under Management
Net assets of Schwab Target 2060 Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $1.36B |
| 2026-03-31 | $1.14B |
| 2025-12-31 | $1.09B |
| 2025-09-30 | $1.02B |
| 2025-06-30 | $912.74M |
| 2025-03-31 | $792.65M |
| 2024-12-31 | $761.47M |
| 2024-09-30 | $733.79M |
| 2024-06-30 | $653.41M |
| 2024-03-31 | $610.66M |
| 2023-12-31 | $525.00M |
| 2023-09-30 | $447.25M |
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.