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Schwab Target 2025 Fund

Ranked 17 out of 59 in - Target Maturity 2025 USD over 12 months
All calculations are in USD unless stated

Managed by

Zifan Tang

Objective

The Fund seeks to provide capital appreciation and income consistent with its current asset allocation. The Fund seeks to invest their assets directly in equity, fixed income, money market and other securities in accordance with their own investment objectives and policies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Target Maturity 2025 USD over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.4%
2017 15.6% 4.7% 3.2% 3.5% 3.4%
2016 5.3% 0.1% 1.2% 3.9% 0.1%
2015 0.2% 2.2% -0.1% -5.1% 3.4%
2014 6.2% 1.4% 3.4% -1.5% 2.8%
2013 19.2% 6.3% 0.1% 5.6% 6.1%
2012 13.9% 9.5% -2.6% 5.2% 1.6%
2011 0.3% 4.5% 1.1% -11.8% 7.7%
2010 13.5% 3.5% -7.4% 10.2% 7.5%
2009 25.4% -7.1% 14.0% 13.7% 4.2%
2008 -0.4% -8.6% -13.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date12/03/2008
  • Share Class size556Mn
  • Base currencyUSD
  • ISIN US8085092513

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).