SWERX Mutual Fund

NAV$21.16

AUM$1.3B

TER0.49%

Holdings21

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SWERX Mutual Fund

NAV$21.16

Schwab Target 2040 Fund

AUM$1.3B

TER0.49%

Holdings21

See how much of SWERX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

SWERX NAV Chart

Period	SWERX return
Latest NAV	$21.16
1 month	-0.52%
3 months	-0.56%
6 months	+1.92%
Year to date	+7.01%
1 year	+8.69%
3 years	+17.52%
5 years	+6.92%
10 years	+9.81%

SWERX Mutual Fund Price Chart

SWERX NAV chart displays historical price data and trading volume. Year-to-date, SWERX has returned 7.01%. The current price is $21.16.

SWERX price history helps investors identify trends and make informed decisions. SWERX returns break the record out by period. SWERX vs another fund lets you evaluate against similar funds.