PortfoliosLab logoPortfoliosLab logo

Schwab Target 2015 Fund (SWGRX) 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 SWGRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to SWGRX

SWGRX 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%.


Best Risk-Adjusted Alternatives to SWGRX

SWGRX has a PortfoliosLab risk / return rank of 62. There are 467 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.


Top Performing SWGRX Alternatives (YTD)

SWGRX is at 4.46% YTD. There are 625 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.44%.


Lowest Volatility Alternatives to SWGRX

SWGRX has 5.69% 1-year volatility. There are 109 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.


Lowest Drawdown Alternatives to SWGRX

SWGRX has a 1-year max drawdown of -4.70%. There are 113 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.


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 $249B.


Often Compared With SWGRX

Investors most often compare SWGRX with SWCRX, SPY, LTIUX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Schwab Target 2020 FundTarget Retirement Date
61
4.80%
281.10MJun 2005SWGRX vs SWCRX
State Street SPDR S&P 500 ETFS&P 500
75
11.69%
781.00BJan 1993SWGRX vs SPY
Principal LifeTime 2035 FundTarget Retirement Date
50
6.40%
Feb 2008SWGRX vs LTIUX
Fidelity Managed Retirement Income FundTarget Retirement Date
69
3.83%
Aug 2007SWGRX vs FIRMX
Fidelity Managed Retirement Income Fund Class KTarget Retirement Date
71
3.87%
Aug 2019SWGRX vs FRKMX
Fidelity Freedom Income Fund Class KTarget Retirement Date
74
4.71%
Jul 2017SWGRX vs FNSHX
Principal LifeTime 2030 FundTarget Retirement Date
52
5.74%
Feb 2001SWGRX vs PMTIX
Prudential Day One 2020 FundTarget Retirement Date
81
5.67%
Dec 2016SWGRX vs PDDDX
Fidelity Managed Retirement Income Fund Class K6Target Retirement Date
72
3.92%
Aug 2019SWGRX vs FRHMX
Principal LifeTime 2050 FundTarget Retirement Date
49
9.01%
Feb 2001SWGRX vs PPLIX
USAA Target Retirement 2030 FundTarget Retirement Date
77
7.94%
Jul 2008SWGRX vs URTRX
Fidelity Flex Freedom Blend Income FundTarget Retirement Date
78
4.89%
Jun 2017SWGRX vs FTLSX
Fidelity Freedom 2010 Fund Class K6Target Retirement Date
78
5.15%
Oct 1996SWGRX vs FOTKX
Fidelity Advisor Managed Retirement Income Fund Cl...Target Retirement Date
66
3.72%
Aug 2007SWGRX vs FRAMX
USAA Target Retirement Income FundTarget Retirement Date
81
5.67%
Jul 2008SWGRX vs URINX
Fidelity Freedom Income Fund Class K6Target Retirement Date
77
4.78%
Oct 1996SWGRX vs FYTKX
Principal LifeTime 2040 FundTarget Retirement Date
49
7.44%
Feb 2001SWGRX vs PTDIX
Fidelity Freedom Income FundTarget Retirement Date
72
4.69%
Oct 1996SWGRX vs FFFAX
Fidelity Freedom 2065 Fund Class K6Target Retirement Date
72
13.30%
Jun 2019SWGRX vs FFSZX
Fidelity Freedom 2055 Fund Class KTarget Retirement Date
72
13.20%
Jul 2017SWGRX vs FNSDX

Compare SWGRX with Any Fund or Stock

Compare SWGRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.


 

Diversifiers

Pair SWGRX with funds that move differently

Schwab Target 2015 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWGRX.

Explore SWGRX Diversifiers