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Tuesday, December 8, 2009, 10:03PM ET - U.S. Markets Closed. Dow Down 1.00% Nasdaq Down 0.76%
Schwab S&P 500 Index Sel (SWPPX)On Dec 8: 17.20  Down 0.18 (1.04%)  
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Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Average
Year to Date Return:16.87%
5-Year Average Return:0.34%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):15.67%
Worst 1-Yr Total Return (2008):-36.72%
Best 3-Yr Total Return (2004-6):10.30%
Worst 3-Yr Total Return (2006-8):-8.26%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnSWPPXCategoryDiffIndex*Diff
Year To Date16.8718.65-1.7817.05-0.18
1-Month-1.87-2.180.31-1.86-0.01
3-Month5.375.080.295.48-0.11
1-Year9.8111.86-2.059.800.01
3-Year-6.95-6.78-0.17-7.020.07
5-Year0.340.49-0.150.330.01
Last Bull Market ( 28-Feb-09 to 30-Sep-09)45.5345.260.2745.76-0.23
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-18.04-15.99-2.05-18.250.21
* Index means [ S&P 500 TR ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearSWPPXCategoryDiff
2009N/AN/AN/A
2008
 
-36.72-37.791.07
2007
 
5.506.16-0.66
2006
 
15.6714.171.50
2005
 
4.795.88-1.09
2004
 
10.7010.020.68
2003
 
28.4727.051.42
2002
 
-22.17-22.250.08
2001
 
-12.04-13.501.46
2000
 
-9.17-6.31-2.86
1999
 
20.7820.160.62
PAST QUARTERLY RETURNS (%) FOR SWPPX 
Q1Q2Q3Q4
2009-10.9815.8115.53N/A
2008-9.48-2.78-8.06-21.80
20070.646.262.09-3.37
20064.21-1.455.676.59
2005-2.141.313.562.06
20041.631.66-1.869.17
2003-3.1715.312.6412.10
20020.23-13.41-17.318.45
2001-11.885.79-14.6910.60
20002.25-2.72-0.98-7.78
1999N/AN/AN/A14.86
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date1147201356.98
1-Month569211026.97
3-Month689209032.97
6-Month922204945.00
1-Year911199945.57
3-Year640169437.78
5-Year522135238.61

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