Advertisement
Advertisement
U.S. Markets open in 5 hrs 11 mins
Advertisement
Advertisement
Advertisement
Advertisement

Schwab Fundamental US Large Company Index Fund (SFLNX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
21.48+0.03 (+0.14%)
At close: 08:01PM EDT
Advertisement

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return8.87%
5-Year Average Return9.70%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Feb 3, 2019)42.14%
Worst 1 Yr Total Return (Feb 3, 2019)-40.07%
Best 3-Yr Total Return42.14%
Worst 3-Yr Total Return0.65%

Trailing Returns (%) Vs. Benchmarks

ReturnSFLNXCategory
YTD-2.35%17.52%
1-Month0.95%-0.87%
3-Month-0.89%5.51%
1-Year18.98%42.88%
3-Year17.29%11.93%
5-Year15.29%12.07%
10-Year13.62%10.95%
Last Bull Market23.30%23.18%
Last Bear Market-18.46%-17.87%

Annual Total Return (%) History

Year
SFLNXCategory
2021
31.58%N/A
2020
9.16%2.91%
2019
28.88%25.04%
2018
-7.27%-8.53%
2017
17.05%15.94%
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
202114.32%6.46%-0.99%9.19%
2020-26.07%18.47%6.09%17.48%
201912.37%3.55%1.77%8.83%
2018-2.49%3.33%6.90%-13.91%
20173.61%1.01%4.52%7.00%
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)

YTD14
1-Month30
3-Month20
1-Year17
3-Year7
5-Year10

Load Adjusted Returns

1-Year51.69%
3-Year16.37%
5-Year15.10%
10-Year13.26%
Advertisement
Advertisement