Financial Services

Schwab Target 2025 Index Fund Institutional Shares(SWYDX)

Fund

Live Price

Offline

$16.15

+0.00% today

Window Change

+5.85%

Window

Jul 24, 2025 → Jun 3, 2026

Market Cap: $630.00M
Dividend Yield: 0.0%
50-Day Avg: —
Exchange: NASDAQ

Coverage: 216 bars · Jul 24, 2025 → Jun 3, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

Schwab Target 2025 Index Fund Institutional Shares (SWYDX) is a fund with a market cap of $630.00M and listed on NASDAQ. The fund last traded around $16.15 and up 5.9% across the available one-year price window (Jul 24, 2025 → Jun 3, 2026). Stock Foundry combines SWYDX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

SWYDX

—

Normalized return

SPY

—

S&P 500

Excess Return

—

Relative to SPY

SWYDX Max Drawdown

-7.63%

Trailing 1Y

SPY Max Drawdown

—

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SWYDX and SPY.

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Latest News

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Next Step

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