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Schwab Fundamental US Large Company Idx (SFLNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.25-0.07 (-0.28%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.33%
5-year average return12.79%
Number of years up11
Number of years down5
Best 1-yr total return (29 Apr 2024)42.14%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return42.14%
Worst 3-yr total return8.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFLNXCategory
YTD9.35%17.52%
1-month4.74%-0.87%
3-month9.35%5.51%
1-year25.08%42.88%
3-year11.46%11.93%
5-year14.66%12.07%
10-year11.62%10.95%
Last bull market48.92%23.18%
Last bear market-12.48%-17.87%

Annual total return (%) history

Year
SFLNXCategory
2024
N/AN/A
2023
18.15%N/A
2022
-6.87%N/A
2021
31.58%N/A
2020
9.16%2.91%
2019
28.88%25.04%
2018
-7.27%-8.53%
2017
17.05%15.94%
2016
16.31%14.81%
2015
-2.96%-4.05%
2014
12.26%10.21%
2013
34.25%31.21%
2012
16.30%14.57%
2011
-0.21%-0.75%
2010
19.71%13.66%
2009
42.14%24.13%
2008
-40.07%-37.09%
2007
N/A1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.35%N/AN/AN/A
20233.30%5.32%-2.33%11.19%
20220.17%-12.48%-5.57%12.49%
202114.32%6.46%-0.99%9.19%
2020-26.07%18.47%6.09%17.48%
201912.37%3.55%1.77%8.83%
2018-2.49%3.33%6.90%-13.91%
20173.61%1.01%4.52%7.00%
20163.49%3.37%2.73%5.83%
2015-0.07%-0.46%-7.56%5.52%
20142.04%4.90%0.33%4.53%
201312.76%2.89%4.65%10.57%
201211.33%-3.33%6.30%1.65%
20116.12%-0.49%-15.82%12.24%
20108.80%-11.35%11.03%11.79%
2009-13.57%27.44%26.21%2.26%
2008-10.05%-6.42%-6.26%-24.05%
20076.30%-0.28%-4.26%N/A

Rank in category (by total return)

YTD37
1-month60
3-month37
1-year24
3-year11
5-year5

Load adjusted returns

1-year25.08%
3-year11.46%
5-year14.66%
10-year11.62%