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Schwab Core Equity (SWANX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.88+0.22 (+1.02%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.81%
5-year average return11.15%
Number of years up21
Number of years down6
Best 1-yr total return (2 May 2024)31.36%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.36%
Worst 3-yr total return5.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWANXCategory
YTD5.82%14.84%
1-month-3.67%1.65%
3-month3.81%7.55%
1-year18.34%40.47%
3-year6.89%16.77%
5-year10.75%16.15%
10-year10.38%13.21%
Last bull market23.12%24.09%
Last bear market-14.04%-17.61%

Annual total return (%) history

Year
SWANXCategory
2024
N/AN/A
2023
22.79%N/A
2022
-17.95%N/A
2021
27.55%N/A
2020
11.93%15.83%
2019
29.50%28.78%
2018
-9.26%-6.27%
2017
24.16%20.44%
2016
6.93%10.37%
2015
0.55%-1.07%
2014
14.91%10.96%
2013
31.36%31.50%
2012
14.71%14.96%
2011
0.77%-1.27%
2010
12.43%14.01%
2009
20.07%28.17%
2008
-33.24%-37.79%
2007
5.66%6.16%
2006
15.59%14.17%
2005
9.40%5.88%
2004
13.50%10.02%
2003
28.19%27.05%
2002
-19.28%-22.25%
2001
-17.89%-13.50%
2000
-7.71%-6.31%
1999
27.75%20.16%
1998
28.03%22.39%
1997
31.60%28.37%
1996
N/A20.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.86%N/AN/AN/A
20236.41%7.53%-3.01%10.63%
2022-5.50%-14.04%-5.38%6.75%
20215.96%8.36%-0.83%12.02%
2020-21.37%20.88%7.08%9.99%
201913.86%3.86%0.61%8.84%
2018-0.92%2.00%5.71%-15.06%
20177.44%3.23%4.99%6.63%
2016-2.57%1.53%4.53%3.41%
20152.08%-0.13%-6.86%5.90%
20142.10%5.65%1.21%5.26%
201310.25%1.97%5.50%10.76%
201212.39%-3.44%5.83%-0.12%
20117.96%-0.61%-16.56%12.53%
20105.03%-12.66%8.72%12.72%
2009-11.01%12.54%14.52%4.68%
2008-10.62%-1.38%-6.43%-19.06%
20071.18%5.59%1.46%-2.52%
20063.96%-1.29%5.69%6.57%
20050.13%1.65%5.07%2.29%
20041.86%1.68%-1.87%11.67%
2003-3.12%14.15%2.99%12.55%
20020.61%-10.54%-14.39%4.77%
2001-14.78%5.08%-15.61%8.65%
20007.14%-5.25%-2.93%-6.34%
19994.19%9.76%-5.71%18.47%
199812.28%3.85%-10.79%23.09%
1997-0.72%17.58%10.35%2.15%
19967.05%N/AN/AN/A

Rank in category (by total return)

YTD46
1-month19
3-month61
1-year72
3-year49
5-year75

Load adjusted returns

1-year18.34%
3-year6.89%
5-year10.75%
10-year10.38%