Schwab Target 2040 Index Fund Institutional Shares - Seasonality

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Schwab Target 2040 Index Fund Institutional Shares - Seasonality

Seasonality Charts

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Correlation

Midterm

79.93%

2020

84.18%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	60%	50%	60%	70%	80%	80%	90%	70%	56%	56%	89%	56%
Average return %	+2.04%	-0.41%	-0.99%	+1.00%	+1.76%	+1.28%	+2.29%	+0.70%	-1.13%	+0.17%	+3.61%	-1.37%
2026	+2.98%	+1.11%	-5.01%	+6.07%	+3.56%	+0.05%	-0.68%	+1.96%	-1.12%	--	--	--
2025	+3.20%	-0.39%	-3.00%	-3.49%	+8.37%	+3.61%	+0.85%	+3.04%	+2.14%	+1.44%	+0.29%	-0.78%
2024	-0.44%	+3.23%	+2.64%	-3.70%	+3.29%	+2.28%	+2.47%	+1.78%	+2.42%	-2.20%	+3.26%	-4.68%
2023	+7.01%	-2.96%	+2.34%	+1.18%	-1.10%	+3.88%	+3.74%	-2.32%	-3.95%	-2.81%	+8.26%	+3.46%
2022	-4.32%	-2.45%	+1.61%	-7.09%	+0.14%	-6.87%	+6.57%	-4.04%	-8.57%	+5.16%	+7.06%	-5.90%
2021	-0.34%	+1.98%	+2.28%	+3.67%	+1.14%	+1.25%	+1.05%	+1.77%	-3.49%	+4.30%	-1.91%	+1.40%
2020	-0.69%	-5.71%	-12.02%	+9.01%	+4.01%	+2.54%	+4.16%	+4.45%	-2.35%	-1.81%	+10.04%	+2.09%
2019	+6.96%	+2.34%	+1.36%	+2.76%	-4.48%	+5.37%	+0.32%	-1.13%	+1.71%	+2.17%	+2.04%	+0.46%
2018	+3.99%	-3.83%	-0.85%	+0.34%	+1.11%	-0.08%	+2.53%	+1.23%	+0.08%	-6.26%	+1.56%	-8.11%
2017	+2.09%	+2.54%	+0.76%	+1.23%	+1.59%	+0.73%	+1.91%	+0.27%	+1.87%	+1.58%	+1.90%	-0.25%

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