• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up0.48% Nasdaq Up0.28%

    More On SFSNX

    Quotes

    Charts

    News & Info

    • Headlines

    Fund


    Schwab Fundamental US Small Company Idx (SFSNX)

    14.17 Up 0.06(0.43%) Jan 20

    Performance Overview as of Dec 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:23.48%
    5-Year Average Return:15.56%
    Number of Years Up:6
    Number of Years Down:3
    Best 1 Yr Total Return (2009-12-31):52.71%
    Worst 1 Yr Total Return (2008-12-31):-38.83%
    Best 3-Yr Total Return (N/A):23.01%
    Worst 3-Yr Total Return (N/A):6.66%
    Load Adjusted Returns 
    1-Year:23.48%
    3-Year:8.12%
    5-Year:15.56%
    10-Year:N/A
    Trailing Returns (%) vs. Benchmarks 
    ReturnSFSNXCategoryDiffIndex*Diff
    Year To Date23.48N/AN/AN/AN/A
    1-Month2.85N/AN/AN/AN/A
    3-Month10.08N/AN/AN/AN/A
    1-Year23.48N/AN/AN/AN/A
    3-Year8.12N/AN/AN/AN/A
    5-Year15.56N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)27.99N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-25.47N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearSFSNXCategoryDiff
    2016
     
    23.48N/AN/A
    2015
     
    -5.03N/AN/A
    2014
     
    7.77N/AN/A
    2013
     
    38.85N/AN/A
    2012
     
    17.46N/AN/A
    2011
     
    -6.15N/AN/A
    2010
     
    29.88N/AN/A
    2009
     
    52.71N/AN/A
    2008
     
    -38.83N/AN/A
    2007N/AN/AN/A
    Past Quarterly Returns (%) for SFSNX 
    Q1Q2Q3Q4
    20162.912.756.0810.08
    20154.13-1.54-10.143.09
    20142.483.55-6.278.35
    201312.592.738.7610.38
    201213.65-4.865.612.86
    20117.36-1.73-22.5114.80
    201011.35-10.4011.7216.51
    2009-15.1335.2530.002.34
    2008-8.61-2.07-3.17-29.41
    2007-3.71-5.13-5.13N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date30N/A
    1-Month49N/A
    3-Month39N/A
    6-Month61N/A
    1-Year30N/A
    3-Year22N/A
    5-Year19N/A