# Schwab Target 2040 Index (SWYGX)

> Source: Nexqual · https://nexqual.com/SWYGX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, Schwab Target 2040 Index (SWYGX), nexqual.com/SWYGX" · informational, not investment advice.

**Price:** USD 21.95 (-0.32% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 22.02 · day 21.95–21.95 · 52w 19.48–22.68 · market cap null · NAS

## Key facts
- 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)
|  | 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) |

## Peers
SWYEX (Schwab Target 2030 Index Fund I) USD 18.76 -0.27% · SWYMX (Schwab Target 2050 Index Fund I) USD 24.17 -0.00% · SWYLX (Schwab Target 2020 Index Fund I) USD 14.56 -0.00% · SWYNX (Schwab Target 2060 Index Fund I) USD 25.09 -0.00% · MKDVX (BlackRock Equity Dividend Fund ) USD 22.83 +0.00%

## More
Full page: https://nexqual.com/SWYGX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt