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Schwab Target 2025 Index Fund

Ranked 19 out of 63 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 invests in the underlying funds in accordance with its target portfolio allocation. These underlying funds invest their assets directly in equity, fixed income, cash and cash equivalents.

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

Performance

Target Maturity 2025 USD over : 31/07/2017 - 31/07/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% 1.2%
2017 14.5% 4.2% 2.9% 3.2% 3.5%
2016 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date25/08/2016
  • Share Class size104Mn
  • Base currencyUSD
  • ISIN US80850L8090

Purchase Info

  • Min. initial investment0
  • Min. regular additional investment0

Charges

  • Annual management0.04%

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