SWPPX - Schwab S&P 500 Index Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return8.85%
5-Year Average Return11.39%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)32.27%
Worst 1 Yr Total Return (Feb 3, 2019)-36.72%
Best 3-Yr Total Return32.27%
Worst 3-Yr Total Return-8.26%

Trailing Returns (%) Vs. Benchmarks

ReturnSWPPXCategory
YTD10.73%9.88%
1-Month-6.36%-6.30%
3-Month-0.66%-1.39%
1-Year3.74%1.83%
3-Year11.66%10.05%
5-Year9.58%7.79%
10-Year13.86%12.51%
Last Bull Market24.96%23.91%
Last Bear Market-16.17%-17.54%

Annual Total Return (%) History

Year
SWPPXCategory
2019
N/AN/A
2018
-4.42%-6.27%
2017
21.79%20.44%
2016
11.82%10.37%
2015
1.29%-1.07%
2014
13.57%10.96%
2013
32.27%31.50%
2012
15.91%14.96%
2011
2.07%-1.27%
2010
14.97%14.01%
2009
26.25%28.17%
2008
-36.72%-37.79%
2007
5.50%6.16%
2006
15.67%14.17%
2005
4.79%5.88%
2004
10.70%10.02%
2003
28.47%27.05%
2002
-22.17%-22.25%
2001
-12.04%-13.50%
2000
-9.17%-6.31%
1999
20.78%20.16%
1998
28.25%22.39%
1997
N/A28.37%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201913.63%N/AN/AN/A
2018-0.78%3.43%7.71%-13.53%
20176.04%3.10%4.46%6.64%
20161.30%2.44%3.82%3.79%
20150.90%0.28%-6.45%7.01%
20141.77%5.21%1.10%4.91%
201310.59%2.85%5.23%10.51%
201212.52%-2.72%6.30%-0.38%
20115.88%0.10%-13.79%11.71%
20105.42%-11.43%11.24%10.69%
2009-10.98%15.81%15.53%6.01%
2008-9.48%-2.78%-8.06%-21.80%
20070.64%6.26%2.09%-3.37%
20064.21%-1.45%5.67%6.59%
2005-2.14%1.31%3.56%2.06%
20041.63%1.66%-1.86%9.17%
2003-3.17%15.31%2.64%12.10%
20020.23%-13.41%-17.31%8.45%
2001-11.88%5.79%-14.69%10.60%
20002.25%-2.72%-0.98%-7.78%
19994.90%6.98%-6.29%14.86%
199813.85%3.23%-9.96%21.19%
19977.39%2.85%N/AN/A

Rank In Category (By Total Return)

YTD38
1-Month45
3-Month32
1-Year30
3-Year18
5-Year14

Load Adjusted Returns

1-Year3.74%
3-Year11.66%
5-Year9.58%
10-Year13.86%