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Schwab Target 2045 Fund

Ranked 13 out of 40 in Mixed-Asset Target 2045 Funds over 36 months

All calculations are in USD unless stated

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.

Managed by

sector performance

Mixed-Asset Target 2045 Funds
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Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 21.4% 6.3% 4.1% 4.7% 4.8%
2016 6.9% -0.8% 1.0% 5.3% 1.3%
2015 -0.2% 2.9% 0.2% -7.5% 4.5%
2014 6.5% 1.3% 4.0% -2.1% 3.3%
2013 1.0% 7.1% 8.2%

Returns Vs Risk

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

Registered For Sale In

  1. United States

Fund Info

  • Launch date23/01/2013
  • Share Class size137Mn
  • Base currencyUSD
  • ISINUS8085091945

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges