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Tuesday, December 8, 2009, 5:38AM ET - U.S. Markets open in 3 hours and 52 minutes. Dow Up 0.01% Nasdaq  0.00%
Schwab Fdmtl US Sm Mid Co Idx TM Instl (SFSNX)On Dec 7: 8.42  Up 0.02 (0.24%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:
Year to Date Return:37.04%
5-Year Average Return:N/A
Number of Years Up:0
Number of Years Down:1
Best 1-Yr Total Return (2008):-38.83%
Worst 1-Yr Total Return (2008):-38.83%
Best 3-Yr Total Return (N/A):N/A
Worst 3-Yr Total Return (N/A):N/A
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSFSNXCategoryDiffIndex*Diff
Year To Date37.0419.1317.9117.0519.99
1-Month-8.16-5.65-2.51-1.86-6.3
3-Month6.062.753.315.480.58
1-Year26.6811.4515.239.8016.88
3-YearN/A-8.46N/A-7.02N/A
5-YearN/A0.52N/A0.33N/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)91.5257.0234.545.7645.76
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-10.88-18.277.39-18.257.37
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSFSNXCategoryDiff
2009N/AN/AN/A
2008
 
-38.83-36.56-2.27
2007N/A-1.10N/A
2006N/A15.03N/A
2005N/A6.75N/A
2004N/A18.94N/A
2003N/A43.41N/A
2002N/A-16.22N/A
2001N/A8.92N/A
2000N/A11.89N/A
1999N/A19.95N/A
PAST QUARTERLY RETURNS (%) FOR SFSNX 
Q1Q2Q3Q4
2009-15.1335.2530.00N/A
2008-8.61-2.07-3.17-29.41
2007N/AN/A-3.71-5.13
2006N/AN/AN/AN/A
2005N/AN/AN/AN/A
2004N/AN/AN/AN/A
2003N/AN/AN/AN/A
2002N/AN/AN/AN/A
2001N/AN/AN/AN/A
2000N/AN/AN/AN/A
1999N/AN/AN/AN/A
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date516417.96
1-Month62866294.86
3-Month24765237.88
6-Month386475.87
1-Year416306.51
3-Year553N/A
5-Year452N/A

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