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Schwab Total Stock Market Index Fd Select Shs A Series Of Schwab Capit: (MF: SWTSX)

(NASDAQ Mutual Funds) As of Jul 12, 2024 08:00 PM ET

$94.72 USD

+0.58 (0.62%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2024

Total Return %* Percentile Rank Objective
YTD 13.61 21
3 months 3.24 19
6 months 13.61 21
1 Year 23.20 20
3 Year 7.90 34
5 Year 14.02 16
10 Year 12.03 10

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 115.40
Bear Market (10/07 - 2/09) -50.20
Bull Market (2/09 - 3/21) 852.98

Load Adjusted Returns as of Jun 30, 2024

1 Year 23.20
5 Year 14.01
10 Year 12.03
Since Inception 7.85

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.04 3.24 NA NA
2023 7.24 8.38 -3.30 12.14
2022 -5.39 -16.84 -4.55 7.17
2021 6.44 8.28 -0.13 9.14
2020 -20.97 22.07 9.05 14.74
2019 14.04 4.08 1.12 9.04

Annual Return

20242023202220212020201920182017201620152014
% Total Return 13.6126.04-19.5325.6320.7130.89-5.2921.0412.560.4212.39
% Total Return Rel to Index -1.69-0.20-1.32-3.042.31-0.59-0.90-0.740.62-0.96-1.25
% Total Return Rel to Peer 4.7810.76-8.741.2912.505.252.263.631.233.633.49
% Perf Quintile vs Peer* 0.001.005.003.001.001.002.002.003.002.002.00
% Dividends 0.001.131.050.961.080.930.890.750.730.700.61
% Yield 0.001.321.521.101.531.581.931.511.741.821.56
Capital Gains ($) 0.000.000.000.240.000.140.230.100.180.310.21
Expense Ratio 0.000.030.030.030.030.030.030.050.090.090.09

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