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
$94.72 USD
+0.58 (0.62%)
Latest Performance as of Jun 30, 2024
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 13.61 | 21 |
3 months | 3.24 | 19 |
6 months | 13.61 | 21 |
1 Year | 23.20 | 20 |
3 Year | 7.90 | 34 |
5 Year | 14.02 | 16 |
10 Year | 12.03 | 10 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 115.40 |
Bear Market (10/07 - 2/09) | -50.20 |
Bull Market (2/09 - 3/21) | 852.98 |
Load Adjusted Returns as of Jun 30, 2024
1 Year | 23.20 |
5 Year | 14.01 |
10 Year | 12.03 |
Since Inception | 7.85 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2024 | 10.04 | 3.24 | NA | NA |
2023 | 7.24 | 8.38 | -3.30 | 12.14 |
2022 | -5.39 | -16.84 | -4.55 | 7.17 |
2021 | 6.44 | 8.28 | -0.13 | 9.14 |
2020 | -20.97 | 22.07 | 9.05 | 14.74 |
2019 | 14.04 | 4.08 | 1.12 | 9.04 |
Annual Return
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 13.61 | 26.04 | -19.53 | 25.63 | 20.71 | 30.89 | -5.29 | 21.04 | 12.56 | 0.42 | 12.39 |
% Total Return Rel to Index | -1.69 | -0.20 | -1.32 | -3.04 | 2.31 | -0.59 | -0.90 | -0.74 | 0.62 | -0.96 | -1.25 |
% Total Return Rel to Peer | 4.78 | 10.76 | -8.74 | 1.29 | 12.50 | 5.25 | 2.26 | 3.63 | 1.23 | 3.63 | 3.49 |
% Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 2.00 | 2.00 | 3.00 | 2.00 | 2.00 |
% Dividends | 0.00 | 1.13 | 1.05 | 0.96 | 1.08 | 0.93 | 0.89 | 0.75 | 0.73 | 0.70 | 0.61 |
% Yield | 0.00 | 1.32 | 1.52 | 1.10 | 1.53 | 1.58 | 1.93 | 1.51 | 1.74 | 1.82 | 1.56 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.24 | 0.00 | 0.14 | 0.23 | 0.10 | 0.18 | 0.31 | 0.21 |
Expense Ratio | 0.00 | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.03 | 0.05 | 0.09 | 0.09 | 0.09 |
* 1 = Top 20%, 5 = Bottom 20%