See what your fund actually adds

Schwab Target 2055 Index Fund SWYJX

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

SWYJX compared with its replication portfolio
MeasureSWYJXReplication
Annualized growth9.7%12.4%
Annualized volatility14.6%15.7%
Sharpe ratio0.710.82
Maximum drawdown25.5%24.6%
Replication fit (R²)0.97 · Tracking error 2.6%

Replication portfolio

The published portfolio below is the investable basket used to model SWYJX’s historical return behavior.

SWYJX replication basket weights
TickerBuilding blockWeight
VOOUS Large Cap30.9%
VTIUS Broad Market22.1%
VEAIntl · Developed17.6%
VTVStyle · Value15.8%
VUGStyle · Growth13.6%