Schwab Target 2040 Fund

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

Fund Performance

Hypothetical Growth of $10,000

Updated 02.28.2014

Trailing Total Returns

Updated 02.28.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Lifetime Moderate 2040 % Rank
Year-to-date 1.38 -0.27 -0.22 54
1-Month 4.47 1.30 -0.13 52
3-Month 3.54 0.87 0.17 28
6-Month 14.22 4.69 0.93 10
1-Year 21.24 8.73 2.21 8
3-Year (Annualized) 11.74 3.51 1.41 3
5-Year (Annualized) 20.23 5.23 -0.71 25