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Schwab Fundamental US Large Company Idx (SFLNX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.17-0.01 (-0.06%)
As of 8:00PM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return4.66%
5-Year Average Return13.98%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jun 29, 2017)42.14%
Worst 1 Yr Total Return (Jun 29, 2017)-40.07%
Best 3-Yr Total Return42.14%
Worst 3-Yr Total Return0.65%

Trailing Returns (%) Vs. Benchmarks

ReturnSFLNXCategory
YTD4.66%5.55%
1-Month0.82%1.52%
3-Month1.01%1.78%
1-Year13.79%16.49%
3-Year7.40%6.40%
5-Year13.98%12.64%
10-Year7.24%5.18%
Last Bull Market23.30%23.06%
Last Bear Market-18.46%-18.14%

Annual Total Return (%) History

Year
SFLNXCategory
2017
N/AN/A
2016
16.31%14.81%
2015
-2.96%-4.05%
2014
12.26%10.21%
2013
34.25%31.21%
2012
16.30%14.57%
2011
-0.21%-0.75%
2010
19.71%13.66%
2009
42.14%24.13%
2008
-40.07%-37.09%
2007
N/A1.42%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.61%1.01%N/AN/A
20163.49%3.37%2.73%5.83%
2015-0.07%-0.46%-7.56%5.52%
20142.04%4.90%0.33%4.53%
201312.76%2.89%4.65%10.57%
201211.33%-3.33%6.30%1.65%
20116.12%-0.49%-15.82%12.24%
20108.80%-11.35%11.03%11.79%
2009-13.57%27.44%26.21%2.26%
2008-10.05%-6.42%-6.26%-24.05%
2007-0.28%-4.26%-4.26%N/A

Rank In Category (By Total Return)

YTD67
1-Month80
3-Month80
1-Year75
3-Year28
5-Year16

Load Adjusted Returns

1-Year13.79%
3-Year7.40%
5-Year13.98%
10-Year7.24%