SWYGX
Schwab Target 2040 Index Fund Institutional Shares
1W: -1.2%
1M: -1.6%
3M: -1.0%
YTD: +8.7%
1Y: +9.2%
3Y: +58.5%
5Y: +45.0%
$22.15
+0.14 (+0.64%)
Weekly Expected Move ±1.3%
$21
$22
$22
$22
$23
Oct Typical
☀️
Sunny
+6.6% YTD avg
Midterm Year
⛈️
Stormy
-8.6% YTD avg
2026 Now
☀️
Sunny
Above typical
20yr Avg YTD
+6.6%
Day 189 of 252
Midterm Year YTD
-8.6%
Presidential cycle avg
2026 YTD
+8.7%
Above 20yr avg
Typical Vol
12%
Annualized
Monthly Weather Forecast
Jan
20yr
☀️
+2.1%
Midterm
☁️
+0.1%
60% win
11% vol
Feb
20yr
☁️
+1.2%
Midterm
🌧️
-3.8%
60% win
13% vol
Mar
20yr
🌧️
+1.0%
Midterm
🌧️
-3.8%
60% win
26% vol
Apr
20yr
☀️
+1.9%
Midterm
⛈️
-6.1%
80% win
18% vol
May
20yr
⛅
+3.1%
Midterm
⛈️
-5.9%
80% win
13% vol
Jun
20yr
⛅
+4.7%
Midterm
⛈️
-8.4%
80% win
13% vol
Jul
20yr
☀️
+6.7%
Midterm
⛈️
-5.1%
90% win
9% vol
Aug
20yr
⛅
+7.5%
Midterm
⛈️
-5.4%
64% win
11% vol
Sep
20yr
🌧️
+6.6%
Midterm
⛈️
-9.4%
55% win
11% vol
Oct
20yr
☁️
+6.7%
Midterm
⛈️
-11.6%
45% win
12% vol
Now:
-0.1%
Nov
20yr
☀️
+10.4%
Midterm
⛈️
-7.0%
90% win
12% vol
Dec
20yr
☁️
+0.2%
Midterm
🌧️
-5.0%
50% win
11% vol
Seasonality (20yr)
Updated: 2026-10-02
YTD: +8.7%