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Schwab Total Stock Market Index (SWTSX)

37.99 Up 0.11(0.29%) Nov 26

Performance Overview as of Oct 30, 2014Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:4.00
Year-to-Date Return:9.77%
5-Year Average Return:17.02%
Number of Years Up:10
Number of Years Down:4
Best 1 Yr Total Return (2013-12-31):33.36%
Worst 1 Yr Total Return (2008-12-31):-36.58%
Best 3-Yr Total Return (N/A):16.26%
Worst 3-Yr Total Return (N/A):-14.12%
Load Adjusted Returns 
1-Year:15.93%
3-Year:19.63%
5-Year:17.02%
10-Year:8.71%
Trailing Returns (%) vs. Benchmarks 
ReturnSWTSXCategoryDiffIndex*Diff
Year To Date9.77N/AN/AN/AN/A
1-Month2.78N/AN/AN/AN/A
3-Month4.76N/AN/AN/AN/A
1-Year15.93N/AN/AN/AN/A
3-Year19.63N/AN/AN/AN/A
5-Year17.02N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)25.64N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-17.46N/AN/AN/AN/A
Annual Total Return (%) History () 
YearSWTSXCategoryDiff
2014N/AN/AN/A
2013
 
33.36N/AN/A
2012
 
16.30N/AN/A
2011
 
1.32N/AN/A
2010
 
17.23N/AN/A
2009
 
28.29N/AN/A
2008
 
-36.58N/AN/A
2007
 
5.41N/AN/A
2006
 
15.53N/AN/A
2005
 
6.22N/AN/A
2004
 
12.48N/AN/A
2003
 
30.97N/AN/A
2002
 
-20.42N/AN/A
2001
 
-11.09N/AN/A
2000
 
-10.49N/AN/A
1999N/AN/AN/A
Past Quarterly Returns (%) for SWTSX 
Q1Q2Q3Q4
20141.934.87-0.08N/A
201310.992.836.1610.07
201212.73-3.026.190.18
20116.330.08-15.0812.11
20106.03-11.0811.5511.47
2009-10.2916.2416.125.95
2008-9.42-1.70-8.04-22.54
20071.316.031.26-3.09
20065.19-1.824.487.06
2005-2.262.413.772.26
20042.561.33-1.7310.14
2003-3.0316.003.5112.49
20021.11-12.22-16.547.43
2001-12.587.64-15.8512.29
20003.59-4.380.35-9.95
1999-6.6118.20N/AN/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date39N/A
1-Month15N/A
3-Month32N/A
6-Month36N/A
1-Year38N/A
3-Year28N/A
5-Year12N/A