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Schwab Markettrack Growth Portfolio: (MF: SWHGX)

(NASDAQ Mutual Funds) As of Aug 2, 2024 08:00 PM ET

$26.58 USD

-0.36 (-1.34%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 7.22 39
3 months 1.52 28
6 months 7.22 39
1 Year 14.37 32
3 Year 3.98 17
5 Year 8.55 27
10 Year 7.34 20

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 101.76
Bear Market (10/07 - 2/09) -45.27
Bull Market (2/09 - 3/21) 398.34

Load Adjusted Returns as of Jun 30, 2024

1 Year 14.37
5 Year 8.55
10 Year 7.34
Since Inception 7.27

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 5.60 1.52 NA NA
2023 5.43 4.54 -3.23 10.23
2022 -4.63 -12.76 -5.84 8.35
2021 6.04 5.97 -0.66 5.78
2020 -19.94 15.82 5.21 13.74
2019 10.39 3.04 0.30 7.15

Annual Return

20242023202220212020201920182017201620152014
% Total Return 7.2217.58-15.1218.0910.9622.26-7.1916.0611.33-1.895.53
% Total Return Rel to Index -8.08-8.663.07-10.58-7.43-9.22-2.80-5.72-0.60-3.28-8.10
% Total Return Rel to Peer 1.034.42-2.166.590.285.07-0.702.605.060.461.45
% Perf Quintile vs Peer* 0.002.003.001.004.002.003.002.001.003.002.00
% Dividends 0.000.500.370.430.380.460.450.390.350.390.35
% Yield 0.001.871.581.481.431.822.051.581.591.691.44
Capital Gains ($) 0.000.490.610.921.560.880.710.720.422.480.39
Expense Ratio 0.000.390.390.390.390.400.390.400.410.420.50

* 1 = Top 20%, 5 = Bottom 20%