Schwab Target 2030 Index Fund Institutional Shares SWYEX
SWYEX
Schwab Target 2030 Index Fund Institutional Shares SWYGX
Schwab Target 2040 Index Fund Institutional Shares SWYMX
Schwab Target 2050 Index Fund Institutional Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares TRSJX
T. Rowe Price Retirement 2065 SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SWYHX
Schwab Target 2045 Index Fund Institutional Shares USAWX
USAA Sustainable World Fund Shares FGTRX
Franklin Growth Allocation Fund Class R BTT
Blackrock Municipal 2030 Target Term Trust
Schwab Target 2030 Index Fund Institutional Shares SWYGX
Schwab Target 2040 Index Fund Institutional Shares SWYMX
Schwab Target 2050 Index Fund Institutional Shares SWYFX
Schwab Target 2035 Index Fund Institutional Shares TRSJX
T. Rowe Price Retirement 2065 SWYNX
Schwab Capital Trust - Schwab Target 2060 Index Fund SWYHX
Schwab Target 2045 Index Fund Institutional Shares USAWX
USAA Sustainable World Fund Shares FGTRX
Franklin Growth Allocation Fund Class R BTT
Blackrock Municipal 2030 Target Term Trust
Performance
| Periode | SWYEX | SWYGX | SWYMX | SWYFX | TRSJX | SWYNX | SWYHX | USAWX | FGTRX | BTT |
|---|---|---|---|---|---|---|---|---|---|---|
| 6M | 17.22 % | 21.37 % | 24.08 % | 19.61 % | 22.46 % | 25.08 % | 22.92 % | 25.56 % | 16.05 % | 9.31 % |
| YTD | 13.18 % | 15.33 % | 16.86 % | 14.38 % | 15.50 % | 17.46 % | 16.23 % | 15.18 % | 8.89 % | 9.26 % |
| 1Y | 8.22 % | 10.34 % | 11.80 % | 9.46 % | 10.18 % | 12.37 % | 11.21 % | 5.17 % | 5.64 % | 4.84 % |
| 3Y | 42.62 % | 53.89 % | 60.91 % | 49.02 % | 54.64 % | 63.66 % | 58.04 % | 62.63 % | 44.63 % | 9.26 % |
| 5Y | 34.62 % | 48.89 % | 58.55 % | 42.57 % | 51.02 % | 62.71 % | 54.91 % | 29.58 % | 18.21 % | -9.08 % |
| 10Y | 77.70 % | 101.60 % | 117.12 % | 91.09 % | 49.65 % | 123.40 % | 111.51 % | 24.87 % | 22.58 % | 8.89 % |
| From the beginning | 77.70 % | 101.60 % | 117.12 % | 91.09 % | 49.65 % | 123.40 % | 111.51 % | 239.90 % | 96.80 % | -9.84 % |