SWERX Current & History Performance
Explore the performance of Schwab Target 2040 Fund 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 Fund 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
30,581.39
SPY
15,204.51
SWERX
20,390.46
Target-Date Retirement
Historical Prices
SPY
28.79%
16.16%
27.04%
-19.95%
24.29%
23.30%
16.35%
12.08%
SWERX
14.25%
10.74%
8.14%
-25.05%
14.69%
7.42%
9.86%
9.33%