Schwab Target 2020 Fund (SWCRX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SWCRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWCRX
SWCRX charges 0.00% annually. No mutual funds in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | SWCRX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | SWCRX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SWCRX vs LTFIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | SWCRX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | SWCRX vs PPLIX |
Best Risk-Adjusted Alternatives to SWCRX
SWCRX has a PortfoliosLab risk / return rank of 55. There are 502 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | SWCRX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | SWCRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | SWCRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | SWCRX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | SWCRX vs FRAMX |
Top Performing SWCRX Alternatives (YTD)
SWCRX is at 4.80% YTD. There are 584 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | SWCRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SWCRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | SWCRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | SWCRX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | SWCRX vs FWLSX |
Lowest Volatility Alternatives to SWCRX
SWCRX has 6.38% 1-year volatility. There are 121 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | SWCRX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | SWCRX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | SWCRX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | SWCRX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | SWCRX vs FIKFX |
Lowest Drawdown Alternatives to SWCRX
SWCRX has a 1-year max drawdown of -4.97%. There are 139 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | SWCRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SWCRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SWCRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SWCRX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | SWCRX vs FRKMX |
Other Mutual Funds from Charles Schwab
The 10 most viewed Charles Schwab mutual funds shown here include SWPPX, SWVXX, SWTSX and span 8 categories. AUM among these funds goes as high as $248B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Large Cap Blend Equities, S&P 500 | 65 | 11.35% | 145.69B | May 1997 | SWCRX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.74% | 247.96B | Apr 1992 | SWCRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 63 | 11.84% | 44.59B | Jun 1999 | SWCRX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 19 | 5.08% | 4.94B | Dec 2017 | SWCRX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 10.45% | 14.63B | May 1997 | SWCRX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 19 | 0.06% | 8.31B | — | SWCRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 61 | 11.62% | 22.48B | Apr 1991 | SWCRX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 28 | 9.59% | 626.43M | Oct 2005 | SWCRX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 16.34% | 12.97B | Apr 2007 | SWCRX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 65 | 20.72% | 7.67B | May 1997 | SWCRX vs SWSSX |
Often Compared With SWCRX
Investors most often compare SWCRX with SWGRX, VTWNX, VOO. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SWCRX with Any Fund or Stock
Compare SWCRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWCRX with funds that move differently
Schwab Target 2020 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWCRX.
Explore SWCRX Diversifiers