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Schwab Target 2055 Fund (SWORX) Performance

Explore the performance of Schwab Target 2055 Fd 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

10,00015,00020,00025,00030,00020192020202120222023202420252026
  • 30,796.25SPY
  • 18,066.67SWORX
  • 20,187.38Target-Date Retirement

Historical Prices

Total return by calendar year
Total Return %2019202020212022202320242025YTD
SPY28.79%16.16%27.04%-19.95%24.29%23.30%16.35%12.87%
SWORX18.58%12.79%12.34%-26.38%16.90%10.28%15.03%9.83%