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Schwab Target 2065 Index Fund SWYOX | Schwab Mutual Fund OneSource Select List® |
 Prospectus |  Mutual FundReport Card |
Daily Total Returns as of 03/03/2026
Actual Returns | Average Annual Returns | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Description | YTD03/03/2026 | 1 Day | 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | 15 Year | |
| SWYOX1Fund Performance (without load) | +3.49% | +0.80% | +0.53% | +3.92% | +23.39% | +17.87% | +10.85% | -- | -- | |
| Morningstar Mod Tgt Risk TR USD2Benchmark | +2.63% | -1.38% | +0.28% | +3.24% | +15.27% | +12.15% | +6.21% | +8.18% | +7.10% | |
| Target-Date 2065+3Morningstar Category | +3.05% | +0.68% | +0.13% | +3.64% | +22.91% | +17.06% | +10.11% | -- | -- | |
| Rank in Category | 26 | 20 | 11 | 25 | 46 | 21 | 27 | -- | -- | |
1 SWYOX return as of 03/03/2026 2 Morningstar Mod Tgt Risk TR USD return as of 03/03/2026 3 Category: Target-Date 2065+ return as of 03/03/2026 | ||||||||||
Monthly Pre-Tax Returns (%) as of 02/28/2026
- •
- SWYOX1Fund
- •
- Target-Date 2065+1Morningstar Category (with load)
- •
- Morningstar Mod Tgt Risk TR USD2Broad-Based Index
- •
- SWYOX Pre-Liquidation3Fund
- •
- SWYOX Post-LiquidationFund
1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. 2 Index figures do not reflect deductions for fees or expenses. 3 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. |
Actual Returns | Average Annual Returns | ||||||
|---|---|---|---|---|---|---|---|
| Description | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | Inception02/2021 | |
| SWYOX1 | +5.64% | +23.01% | +19.22% | +10.97% | -- | +10.77% | |
| Target-Date 2065+2Morningstar Category (without load) | +5.76% | +22.94% | +18.56% | +10.29% | -- | -- | |
| Target-Date 2065+1Morningstar Category (with load) | +5.18% | +22.28% | +18.37% | +10.20% | -- | -- | |
| Morningstar Mod Tgt Risk TR USD3Broad-Based Index | +5.48% | +17.53% | +13.25% | +6.81% | +8.63% | -- | |
1 Numbers are adjusted for possible sales charges, and assume reinvestment of dividends and capital gains over each time period. 2 Numbers assume reinvetsment of dividends and capital gains over each time period and are not adjusted for possible sales charges. 3 Index figures do not reflect deductions for fees or expenses. | |||||||
Actual Returns | Average Annual Returns | ||||||
|---|---|---|---|---|---|---|---|
| Description | 3 Month | 1 Year | 3 Year | 5 Year | 10 Year | Inception02/2021 | |
Pre-Tax Returns | |||||||
| SWYOXFund Performance (with load) | +2.91% | +20.48% | +18.98% | -- | -- | +10.04% | |
After-Tax Returns1 | |||||||
| SEC Pre-Liquidation2(Before sale of shares) | +2.15% | +19.59% | +18.12% | -- | -- | +9.32% | |
| SEC Post-Liquidation(After sale of shares) | +1.73% | +12.13% | +14.59% | -- | -- | +7.61% | |
| Tax Cost Ratio3 | -- | 0.74% | 0.72% | 0.63% | -- | -- | |
1 Figures based on highest Federal income tax bracket. State taxes are not included. Returns are without load. 2 Pre-liquidation figures include taxes on fund's distributions of dividends and capital gains. 3 Tax Cost Ratio represents the percentage-point reduction in returns that results from Federal income taxes (before shares in the fund are sold, and assuming the highest Federal tax bracket). | |||||||
Yearly Performance | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rank | 2026 YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
| Top 25% | 21.16 | -17.93 | |||||||||
4.99 | 15.38 | ||||||||||
20.48 | |||||||||||
| Bottom 25% | |||||||||||
1Compares this fund's total annual return with that of other funds in the same category.
2Figures are not adjusted for load, sales charge or taxes. See the 'Monthly Pre-Tax Returns' table above for load-adjusted performance.
Target date funds are built for investors who expect to start gradual withdrawals of fund assets on the target date to begin covering expenses in retirement. The values of the target date funds will fluctuate up to and after the target date. There is no guarantee the funds will provide adequate income at or through retirement.
Target date funds asset allocations are subject to change over time in accordance with each fund's offering document. The funds are subject to market volatility and risks associated with the underlying investments. Risks include exposure to international and emerging markets, small company and sector equity securities, and fixed income securities subject to changes in inflation, market valuations, liquidity, prepayments, and early redemption.
- Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download, and print a prospectus by selecting the "View Prospectus" link at the top of the page. If there are remaining questions, please call 1-800-435-4000. Please read the prospectus carefully before investing.
- Morningstar proprietary ratings reflect historical risk-adjusted performance. For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. (Each share class is counted as a fraction of 1 fund within this scale and rated separately, which may cause slight variations in the distribution percentages). The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
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- Market data for Daily Fund (NAVs) and charts facilitated by Fincentric™.