Schwab Target 2060 Index Fund (SWYNX) 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 SWYNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SWYNX
SWYNX charges 0.04% annually. There are 24 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | SWYNX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | SWYNX vs LTIUX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | SWYNX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | SWYNX vs JIEHX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | SWYNX vs PPLIX |
Best Risk-Adjusted Alternatives to SWYNX
SWYNX has a PortfoliosLab risk / return rank of 69. There are 282 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 | SWYNX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | SWYNX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | SWYNX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | SWYNX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | SWYNX vs FRAMX |
Top Performing SWYNX Alternatives (YTD)
SWYNX is at 12.46% YTD. There are 129 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 | SWYNX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | SWYNX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | SWYNX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | SWYNX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 15.07% | — | Jun 2019 | SWYNX vs FFSZX |
Lowest Volatility Alternatives to SWYNX
SWYNX has 12.54% 1-year volatility. There are 504 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 | SWYNX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | SWYNX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.29% | — | Oct 2009 | SWYNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.31% | — | Oct 2009 | SWYNX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | SWYNX vs FRIMX |
Lowest Drawdown Alternatives to SWYNX
SWYNX has a 1-year max drawdown of -9.01%. There are 484 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 | SWYNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | SWYNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | SWYNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | SWYNX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | SWYNX 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 | SWYNX vs SWPPX | |
| Schwab Prime Advantage Money Fund Investor Shares | Money Market | — | 1.45% | 247.78B | Apr 1992 | SWYNX vs SWVXX | |
| Schwab Total Stock Market Index Fund | Large Cap Blend Equities | 65 | 10.74% | 44.05B | Jun 1999 | SWYNX vs SWTSX | |
| Schwab U.S. Large-Cap Growth Index Fund | Large Cap Growth Equities | 22 | 4.51% | 4.90B | Dec 2017 | SWYNX vs SWLGX | |
| Schwab International Index Fund | Foreign Large Cap Equities | 35 | 10.58% | 14.60B | May 1997 | SWYNX vs SWISX | |
| Schwab U.S. Aggregate Bond Index Fund | Total Bond Market | 20 | 0.38% | 8.29B | — | SWYNX vs SWAGX | |
| Schwab 1000 Index Fund | Large Cap Blend Equities | 63 | 10.52% | 22.30B | Apr 1991 | SWYNX vs SNXFX | |
| Schwab Large-Cap Growth Fund™ | Large Cap Growth Equities | 29 | 8.77% | 617.91M | Oct 2005 | SWYNX vs SWLSX | |
| Schwab Fundamental US Large Company Index Fund | Large Cap Value Equities | 92 | 14.56% | 13.25B | Apr 2007 | SWYNX vs SFLNX | |
| Schwab Small-Cap Index Fund-Select Shares | Small Cap Blend Equities | 69 | 20.72% | 7.66B | May 1997 | SWYNX vs SWSSX |
Often Compared With SWYNX
Investors most often compare SWYNX with VTTSX, SWYOX, SWPRX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare SWYNX with Any Fund or Stock
Compare SWYNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SWYNX with funds that move differently
Schwab Target 2060 Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SWYNX.
Explore SWYNX Diversifiers