Nasdaq - Delayed Quote USD

Schwab MarketTrack All Equity (SWEGX)

22.70 +0.18 (+0.80%)
At close: April 26 at 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.65%
5y Average Return 9.18%
Number of Years Up 17
Number of Years Down 8
Best 1Y Total Return (Apr 26, 2024) 29.74%
Worst 1Y Total Return (Apr 26, 2024) --
Best 3Y Total Return 29.74%
Worst 3Y Total Return 4.49%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWEGX
Category
YTD
6.89%
13.38%
1-Month
3.22%
1.16%
3-Month
6.89%
6.75%
1-Year
21.64%
40.77%
3-Year
7.05%
13.59%
5-Year
10.55%
13.52%
10-Year
8.68%
10.48%
Last Bull Market
42.33%
21.11%
Last Bear Market
-14.74%
-19.34%

Annual Total Return (%) History

Year
SWEGX
Category
2024
--
--
2023
20.86%
--
2022
-16.32%
--
2021
22.69%
--
2020
11.11%
15.41%
2019
25.59%
24.78%
2018
-9.54%
-9.27%
2017
19.83%
18.41%

2016
13.49%
8.45%
2015
-2.71%
-1.74%
2014
4.93%
5.50%
2013
29.74%
26.84%
2012
16.50%
15.29%
2011
-3.71%
-4.13%
2010
14.90%
14.83%
2009
28.96%
30.03%
2008
-38.04%
-38.64%
2007
6.11%
7.48%
2006
18.36%
14.66%
2005
6.83%
7.75%
2004
13.98%
12.45%
2003
33.96%
30.32%
2002
-20.45%
-19.14%
2001
-13.05%
-7.34%
2000
-8.91%
-0.06%
1999
25.06%
25.27%
1998
--
14.49%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.89% -- -- --
2023 6.21% 5.69% -3.72% 11.82%
2022 -4.74% -14.74% -6.62% 10.34%
2021 8.11% 7.04% -0.83% 6.91%
2020 -24.96% 19.08% 6.22% 17.06%
2019 12.11% 3.14% -0.21% 8.84%
2018 -0.80% 2.36% 4.51% -14.76%
2017 5.19% 3.11% 5.07% 5.16%
2016 0.94% 2.12% 5.66% 4.20%
2015 2.52% 0.29% -9.47% 4.53%

2014 1.15% 3.96% -3.29% 3.18%
2013 8.91% 1.64% 8.12% 8.40%
2012 12.05% -4.16% 5.90% 2.44%
2011 5.89% 0.36% -17.77% 10.17%
2010 4.88% -12.22% 13.08% 10.37%
2009 -13.38% 20.79% 18.02% 4.44%
2008 -9.05% -1.82% -9.90% -22.99%
2007 2.16% 6.07% 1.00% -3.05%
2006 7.37% -1.40% 3.72% 7.80%
2005 -2.30% 1.27% 5.72% 2.13%
2004 2.40% 1.07% -1.54% 11.86%
2003 -5.70% 18.54% 5.09% 14.03%
2002 0.52% -9.41% -18.38% 7.03%
2001 -12.22% 6.05% -15.98% 11.18%
2000 2.13% -3.09% -2.15% -5.94%
1999 0.78% 7.84% -1.71% 17.07%
1998 -14.33% 19.66% -- --

Rank in Category (By Total Return)

YTD 72
1-Month 55
3-Month 72
1-Year 41
3-Year 8
5-Year 23

Load Adjusted Returns

1-Year 21.64%
3-Year 7.05%
5-Year 10.55%
10-Year 8.68%

Performance & Risk

YTD Return 3.65%
5y Average Return 9.18%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.34
Morningstar Risk Rating

Fund Overview

Category Allocation--85%+ Equity
Fund Family Schwab Funds
Net Assets 883.04M
YTD Return 6.89%
Yield 1.69%
Morningstar Rating
Inception Date May 20, 1998

Fund Summary

To pursue its goal, the fund maintains a defined asset allocation. The fund's target allocation is 100% in stock investments, with certain percentages for different segments of the stock market. It is the fund's policy that, under normal circumstances, it will invest at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in stock investments; typically the actual percentage is considerably higher.

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