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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 โ†’ Jun 3, 2026

Market Cap
$630.00M
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 216 bars ยท Jul 24, 2025 โ†’ 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 โ†’ 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

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

SWYDX Max Drawdown

-7.63%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for SWYDX and SPY.

Calendar-year return history is still loading or unavailable.

SWYDX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Annual

Dividend Yield

No active yield

Trailing 12M Payout

$0.82

Last Payout

$0.82
Ex: Dec 30, 2025 ยท Pay: Dec 30, 2025
Ex-DateRecordPayDividendAdjFrequency
Dec 30, 2025Dec 29, 2025Dec 30, 2025$0.82$0.82Annual
Dec 30, 2024Dec 27, 2024Dec 30, 2024$0.49$0.49Annual
Dec 28, 2023Dec 27, 2023Dec 28, 2023$0.35$0.35Annual
Dec 29, 2022Dec 28, 2022Dec 29, 2022$0.28$0.28Annual
Dec 30, 2021Dec 29, 2021Dec 30, 2021$0.26$0.26Annual
Dec 30, 2020Dec 29, 2020Dec 30, 2020$0.24$0.24Annual
Dec 30, 2019Dec 27, 2019Dec 30, 2019$0.23$0.23Annual
Dec 28, 2018Dec 27, 2018Dec 28, 2018$0.23$0.23Annual
Dec 28, 2017Dec 27, 2017Dec 28, 2017$0.15$0.15Annual
Dec 29, 2016Dec 28, 2016Dec 29, 2016$0.08$0.08Irregular
No upcoming dividends in the next 90 days

Next Step

Go deeper on income quality

Dividend yield means more when it is matched with payout durability, earnings quality, and sector context.