Companies: 10,795·Total market cap: $144.5T
Schwab Target 2040 Index Fund Institutional Shares

Schwab Target 2040 Index Fund Institutional Shares

SWYGXNASDAQFinancial Services● Active
$21.74
+$0.07(+0.32%)
Market Cap$1.8B
P/E Ratio
52W High$22.23
52W Low$18.38

Schwab Target 2040 Index Fund Institutional Shares (SWYGX) PE Ratio — Current & Historical Data

Trailing twelve months (TTM) P/E, forward P/E, PEG, and annual PE history — from market prices and filings.

swygx · pe ratio · data through Jun 9, 2026

Core PE Ratio Metrics

Trailing 12 months · TTM

Insufficient PE history data (fewer than 3 valid fiscal years).

PE Ratio vs Peers

Asset Management · 6 peers · Annual PE
CompanyMarket CapPE (Annual)vs AvgEPS (TTM)
Schwab Target 2040 Index Fund Institutional Shares
Schwab Target 2040 Index Fund Institutional SharesYou
SWYGX
$1.8BN/A
Blackrock Municipal 2030 Target Term Trust
Blackrock Municipal 2030 Target Term Trust
BTT
$1.4B26.02x$0.85
Franklin Growth Allocation Fund Class R
Franklin Growth Allocation Fund Class R
FGTRX
$1.6BN/A
Royce Premier Fund  Service Class
Royce Premier Fund Service Class
RPFFX
$1.5BN/A
Royce Opportunity Fund Service Class
Royce Opportunity Fund Service Class
RYOFX
$1.7BN/A
Schwab Target 2030 Index Fund Institutional Shares
Schwab Target 2030 Index Fund Institutional Shares
SWYEX
$1.8BN/A
Schwab Target 2035 Index Fund Institutional Shares
Schwab Target 2035 Index Fund Institutional Shares
SWYFX
$1.6BN/A

* N/A — Company is not profitable (TTM) · excluded from industry average · ▸ FMP /stock-peers + /ratios?limit=1 · priceToEarningsRatio

About PE Ratio & Methodology

The price-to-earnings (P/E) ratio for Schwab Target 2040 Index Fund Institutional Shares (SWYGX) measures how much investors pay for each dollar of the company's trailing earnings. SWYGX's current PE ratio of N/A is calculated by dividing its stock price of $21.74 by its TTM earnings per share of —.

PE Ratio = Stock Price ÷ EPS (TTM)
= $21.74 ÷ — = N/A
TTMTrailing Twelve Months — sum of the most recent 4 quarterly EPS figures
Forward PEStock price ÷ analyst consensus EPS estimate for the next fiscal year
PEGPE ÷ earnings growth rate — values below 1.0 suggest growth may justify the premium
Figures tie to SEC 10-K/10-Q and FMP ratio endpoints where noted.

Frequently asked questions

SWYGX pe ratio · 6 questions

SWYGX's current PE ratio is N/A as of 2026-06-09, based on a stock price of $21.74 and TTM EPS of —. Data sourced from Financial Modeling Prep via SWYGX's SEC 10-K and 10-Q filings.

SWYGX PE ratioWhat is SWYGX PE ratioCurrent PE ratio of SWYGXSWYGX PE ratio today

Source: FMP · /ratios-ttm · /ratios annual · /analyst-estimates · /stock-peers · Schwab Target 2040 Index Fund Institutional Shares SEC 10-K & 10-Q filings · US GAAP · Updated: 2026-06-09