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    Schwab Financial Services (SWFFX)

    15.60 Up 0.16(1.04%) Jan 29

    Performance Overview as of Dec 30, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:3.00
    Year-to-Date Return:12.64%
    5-Year Average Return:13.21%
    Number of Years Up:9
    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):22.87%
    Worst 3-Yr Total Return (N/A):-16.17%
    Load Adjusted Returns 
    1-Year:12.64%
    3-Year:22.87%
    5-Year:13.21%
    10-Year:3.49%
    Trailing Returns (%) vs. Benchmarks 
    ReturnSWFFXCategoryDiffIndex*Diff
    Year To Date12.64N/AN/AN/AN/A
    1-Month2.30N/AN/AN/AN/A
    3-Month8.10N/AN/AN/AN/A
    1-Year12.64N/AN/AN/AN/A
    3-Year22.87N/AN/AN/AN/A
    5-Year13.21N/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
    2014
     
    12.64N/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
    20142.342.28-0.468.10
    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 Date6N/A
    1-Month15N/A
    3-Month12N/A
    6-Month4N/A
    1-Year6N/A
    3-Year31N/A
    5-Year23N/A