Schwab Target 2040 Index (SWYGX) Stock Price & Analysis
Schwab Target 2040 Index (SWYGX) closed at USD 21.95 on Friday, October 23, 2026, down 0.32% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 22.02; the Oct 23, 2026 session ranged USD 21.95–21.95 on volume of 0 shares. Market capitalization is —, with a 52-week range of USD 19.48–22.68 (NAS). Source: Nexqual, retrieved October 25, 2026 at 04:07 UTC.
Also available as compact Markdown for AI agents: nexqual.com/SWYGX.md
Key facts (SWYGX)
- Total return with dividends: 1Y +10.2% vs S&P 500 +13.4%; 5Y +45.7% vs S&P 500 +76.9%.
Total return (dividends reinvested) (SWYGX)
| 1Y (from 2025-10-24) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +10.2% | +45.7% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +10.2% | +7.8% |
| Volatility (annualized) | 10.7% | 12.8% |
| Max drawdown | -7.5% (Feb 2026→Mar 2026) | -24.0% (Nov 2021→Oct 2022) |
Key Statistics (as of October 25, 2026 at 04:07 UTC)
| Price | USD 21.95 |
|---|---|
| Change | ▼ 0.32% (down) |
| Previous Close | USD 22.02 |
| Open | USD 21.95 |
| Day Range | USD 21.95 – 21.95 |
| 52-Week Range | USD 19.48 – 22.68 |
| Volume | 0 shares |
| Market Cap | — |
| Exchange | NAS |
Technical Analysis (SWYGX)
Nexqual's technical model rates SWYGX "SELL" based on 1 bullish and 5 bearish signals across 127 daily candles, as of October 25, 2026 at 04:07 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 43.43 (neutral) |
| vs SMA50 | Below (USD 22.27) |
| MACD | -0.05 (negative) |
Financial Health Score (SWYGX)
Nexqual rates Schwab Target 2040 Index's overall financial health "Mixed" across five dimensions, as of October 25, 2026 at 04:07 UTC.
| Growth | Mixed — No data |
|---|---|
| Profitability | Mixed — No data |
| Balance Sheet | Mixed — No data |
| Cash Flow | Mixed — No data |
| Efficiency | Mixed — No data |
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SWYEX | Schwab Target 2030 Index Fund I | USD 18.76 | ▼ 0.27% |
| SWYMX | Schwab Target 2050 Index Fund I | USD 24.17 | ▼ 0% |
| SWYLX | Schwab Target 2020 Index Fund I | USD 14.56 | ▼ 0% |
| SWYNX | Schwab Target 2060 Index Fund I | USD 25.09 | ▼ 0% |
| MKDVX | BlackRock Equity Dividend Fund | USD 22.83 | ▲ 0% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 25, 2026 at 04:07 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt