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Schwab Financial Services (SWFFX)

15.32 Up 0.08(0.52%) Oct 24

Performance Overview as of Sep 29, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:4.20%
5-Year Average Return:10.83%
Number of Years Up:8
Number of Years Down:5
Best 1 Yr Total Return (2003-12-31):35.50%
Worst 1 Yr Total Return (2008-12-31):-44.19%
Best 3-Yr Total Return (N/A):21.27%
Worst 3-Yr Total Return (N/A):-16.17%
Load Adjusted Returns 
1-Year:14.85%
3-Year:24.29%
5-Year:10.83%
10-Year:3.75%
Trailing Returns (%) vs. Benchmarks 
ReturnSWFFXCategoryDiffIndex*Diff
Year To Date4.20N/AN/AN/AN/A
1-Month-1.94N/AN/AN/AN/A
3-Month-0.46N/AN/AN/AN/A
1-Year14.85N/AN/AN/AN/A
3-Year24.29N/AN/AN/AN/A
5-Year10.83N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)30.24N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-25.90N/AN/AN/AN/A
Annual Total Return (%) History () 
YearSWFFXCategoryDiff
2014N/AN/AN/A
2013
 
32.91N/AN/A
2012
 
23.89N/AN/A
2011
 
-13.82N/AN/A
2010
 
16.35N/AN/A
2009
 
13.89N/AN/A
2008
 
-44.19N/AN/A
2007
 
-7.32N/AN/A
2006
 
14.73N/AN/A
2005
 
12.17N/AN/A
2004
 
17.34N/AN/A
2003
 
35.50N/AN/A
2002
 
-12.41N/AN/A
2001
 
-7.94N/AN/A
2000N/AN/AN/A
Past Quarterly Returns (%) for SWFFX 
Q1Q2Q3Q4
20142.342.28-0.46N/A
201310.705.812.9410.23
201218.71-5.725.375.06
20112.39-4.10-21.5711.92
201013.05-12.436.2610.60
2009-20.7819.9123.32-2.78
2008-10.27-12.051.21-30.13
2007-0.503.01-3.84-5.97
20065.20-0.944.725.12
2005-6.378.254.515.89
20046.11-3.533.5010.75
2003-3.2917.674.1414.34
20022.93-5.50-13.694.34
2001-9.179.72-14.277.75
20000.71N/AN/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date23N/A
1-Month36N/A
3-Month27N/A
6-Month35N/A
1-Year24N/A
3-Year33N/A
5-Year43N/A