Schwab Target 2050 Fund (SWNRX) 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 SWNRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWNRX
SWNRX 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 2040 Fund | 0.01% | — | Feb 2001 | SWNRX vs PTDIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | SWNRX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | SWNRX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | SWNRX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | SWNRX vs PLTZX |
Best Risk-Adjusted Alternatives to SWNRX
SWNRX has a PortfoliosLab risk / return rank of 58. There are 518 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | SWNRX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | SWNRX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | SWNRX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | SWNRX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | SWNRX vs FRAMX |
Top Performing SWNRX Alternatives (YTD)
SWNRX is at 10.72% YTD. There are 254 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 | SWNRX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SWNRX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | SWNRX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | SWNRX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | SWNRX vs FFSZX |
Lowest Volatility Alternatives to SWNRX
SWNRX has 12.17% 1-year volatility. There are 445 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.56%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.56% | — | Nov 2015 | SWNRX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | SWNRX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | SWNRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | SWNRX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | SWNRX vs FRIMX |
Lowest Drawdown Alternatives to SWNRX
SWNRX has a 1-year max drawdown of -9.15%. There are 505 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 | SWNRX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SWNRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SWNRX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SWNRX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | SWNRX vs FRQKX |
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 | 66 | 10.15% | 143.85B | May 1997 | SWNRX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.45% | 247.78B | Apr 1992 | SWNRX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 65 | 10.74% | 44.05B | Jun 1999 | SWNRX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.51% | 4.90B | Dec 2017 | SWNRX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 10.58% | 14.60B | May 1997 | SWNRX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 20 | 0.38% | 8.29B | — | SWNRX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 63 | 10.52% | 22.30B | Apr 1991 | SWNRX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 29 | 8.77% | 617.91M | Oct 2005 | SWNRX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.56% | 13.25B | Apr 2007 | SWNRX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 69 | 20.72% | 7.66B | May 1997 | SWNRX vs SWSSX |
Often Compared With SWNRX
Investors most often compare SWNRX with SWYMX, SWYHX, VFIFX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare SWNRX with Any Fund or Stock
Compare SWNRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWNRX with funds that move differently
Schwab Target 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWNRX.
Explore SWNRX Diversifiers