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Schwab Global Real Estate (SWASX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.05-0.04 (-0.66%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.43%
5-year average return-1.49%
Number of years up11
Number of years down5
Best 1-yr total return (24 Jun 2024)40.55%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return40.55%
Worst 3-yr total return-6.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWASXCategory
YTD-3.64%14.32%
1-month3.74%0.73%
3-month0.61%8.73%
1-year6.47%32.33%
3-year-5.00%7.75%
5-year-0.80%6.57%
10-year2.62%6.49%
Last bull market16.53%23.44%
Last bear market-16.18%-20.52%

Annual total return (%) history

Year
SWASXCategory
2024
N/AN/A
2023
8.45%N/A
2022
-25.09%N/A
2021
25.35%N/A
2020
-12.11%-5.43%
2019
27.78%23.45%
2018
-7.68%-7.11%
2017
15.34%15.12%
2016
3.64%1.97%
2015
3.02%-0.92%
2014
13.54%11.67%
2013
0.80%2.92%
2012
25.57%31.78%
2011
-8.43%-10.10%
2010
19.42%17.22%
2009
40.55%37.01%
2008
-45.43%-46.63%
2007
N/A-7.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.27%N/AN/AN/A
20231.96%0.07%-5.82%12.85%
2022-5.12%-16.18%-11.67%6.63%
20215.71%9.16%-2.28%11.16%
2020-30.31%11.26%1.70%11.45%
201917.24%0.09%3.36%5.36%
2018-3.28%2.90%-0.86%-6.43%
20174.92%4.18%3.45%2.00%
20164.04%3.55%2.01%-5.70%
20154.55%-4.32%-3.21%6.40%
20144.09%6.28%-3.32%6.15%
20134.15%-5.09%1.81%0.16%
201212.45%1.55%4.41%5.31%
20112.28%3.25%-19.71%7.99%
20103.07%-7.68%18.70%5.73%
2009-20.77%36.55%24.32%4.51%
2008-2.94%-9.32%-9.83%-31.24%
20073.12%-11.78%N/AN/A

Rank in category (by total return)

YTD65
1-month64
3-month67
1-year85
3-year69
5-year72

Load adjusted returns

1-year6.47%
3-year-5.00%
5-year-0.80%
10-year2.62%