SWYPX Performance — Schwab Target 2070 Index Fund
Data updated: 2026-08-25
In the 12 months to Jun 2026 the fund took in a net $48.7M, and assets reached $51.19M.
SWYPX Growth of $100
What $100 invested in Schwab Target 2070 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 | SWYPX | Category average |
|---|---|---|
| Since data start (Feb 2026 – Jun 2026) | $106 | $106 |
SWYPX Trailing Returns
Total returns to Jun 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +6.50% |
SWYPX Annual Returns
Calendar-year total returns of Schwab Target 2070 Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Feb–Jun) | +6.50% |
SWYPX 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 | — | −0.7% | −5.9% | +9.2% | +4.3% | +0.1% | — | — | — | — | — | — |
SWYPX Risk
Risk measures from monthly returns over Feb 2026 – Jun 2026.
- Best month: +9.21% (Apr 2026)
- Worst month: −5.94% (Mar 2026)
SWYPX Fund Flows
Monthly money in and out of Schwab Target 2070 Index Fund, from SEC Form N-PORT.
- 12-month net flow: $48.7M
- 12-month gross sales (incl. reinvestments): $49.8M
- Sales ÷ redemptions: 44.62×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jun 2026 | $10.7M | $631K | $10.1M |
| May 2026 | $3.5M | $295K | $3.2M |
| Apr 2026 | $3.4M | $152K | $3.2M |
| Mar 2026 | $2.2M | $37K | $2.1M |
| Feb 2026 | $30.0M | $10 | $30.0M |
SWYPX Assets Under Management
Net assets of Schwab Target 2070 Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-06-30 | $51.19M |
| 2026-03-31 | $30.11M |
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 Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date.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.