Schwab Target 2040 Fund

Class Other (SWERX)
Scorecard
5 / 5 Stars
Lipper
5 5 1 5 4
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Lifetime Moderate 2040 % Rank
Year-to-date 5.29 -0.50 -1.61 72
1-Month 2.14 0.58 -0.12 19
3-Month 3.85 0.17 -0.79 67
6-Month 5.29 -0.50 -1.61 72
1-Year 21.50 5.85 -0.65 19
3-Year (Annualized) 12.54 3.36 0.74 5
5-Year (Annualized) 16.09 4.05 -0.03 7