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Schwab Total Stock Market Index Fd Select Shs A Series Of Schwab Capit: (MF: SWTSX)
(NASDAQ Mutual Funds) As of Apr 24, 2025 08:00 PM ET
$92.27 USD
+1.88 (2.08%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -4.86 | 90 |
| 3 months | -4.86 | 90 |
| 6 months | -2.30 | 74 |
| 1 Year | 7.07 | 42 |
| 3 Year | 8.10 | 28 |
| 5 Year | 18.06 | 23 |
| 10 Year | 11.69 | 10 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 115.40 |
| Bear Market (10/07 - 2/09) | -50.20 |
| Bull Market (2/09 - 3/21) | 970.71 |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 7.07 |
| 5 Year | 18.05 |
| 10 Year | 11.69 |
| Since Inception | 7.76 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.86 | NA | NA | NA |
| 2024 | 10.04 | 3.24 | 6.15 | 2.69 |
| 2023 | 7.24 | 8.38 | -3.30 | 12.14 |
| 2022 | -5.39 | -16.84 | -4.55 | 7.17 |
| 2021 | 6.44 | 8.28 | -0.13 | 9.14 |
| 2020 | -20.97 | 22.07 | 9.05 | 14.74 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -4.86 | 23.84 | 26.04 | -19.53 | 25.63 | 20.71 | 30.89 | -5.29 | 21.04 | 12.56 | 0.42 |
| % Total Return Rel to Index | -0.59 | -1.17 | -0.20 | -1.32 | -3.04 | 2.31 | -0.59 | -0.90 | -0.74 | 0.62 | -0.96 |
| % Total Return Rel to Peer | -4.39 | 8.00 | 10.76 | -8.74 | 1.29 | 12.50 | 5.25 | 2.26 | 3.63 | 1.23 | 3.63 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 2.00 | 2.00 | 3.00 | 2.00 |
| % Dividends | 0.00 | 1.22 | 1.13 | 1.05 | 0.96 | 1.08 | 0.93 | 0.89 | 0.75 | 0.73 | 0.70 |
| % Yield | 0.00 | 1.16 | 1.42 | 1.52 | 1.10 | 1.53 | 1.58 | 1.93 | 1.51 | 1.74 | 1.82 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 0.14 | 0.23 | 0.10 | 0.18 | 0.31 |
| Expense Ratio | 0.00 | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.05 | 0.09 | 0.09 |
* 1 = Top 20%, 5 = Bottom 20%