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Schwab Small-Cap Equity (SWSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.62-0.03 (-0.15%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.89%
5-year average return9.49%
Number of years up15
Number of years down5
Best 1-yr total return (24 Jun 2024)43.34%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return43.34%
Worst 3-yr total return3.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWSCXCategory
YTD4.54%20.19%
1-month6.13%0.02%
3-month2.39%4.36%
1-year25.32%60.18%
3-year4.42%11.32%
5-year10.72%13.88%
10-year7.94%11.19%
Last bull market27.11%27.98%
Last bear market-14.09%-24.08%

Annual total return (%) history

Year
SWSCXCategory
2024
N/AN/A
2023
19.88%N/A
2022
-14.07%N/A
2021
29.54%N/A
2020
7.63%10.99%
2019
17.89%23.75%
2018
-12.13%-12.72%
2017
10.04%12.28%
2016
23.63%20.78%
2015
-3.69%-5.38%
2014
6.91%3.79%
2013
43.34%37.39%
2012
20.59%15.46%
2011
0.50%-4.07%
2010
24.66%25.61%
2009
27.92%31.80%
2008
-38.22%-36.56%
2007
-8.45%-1.10%
2006
14.82%15.03%
2005
17.11%6.75%
2004
24.23%18.94%
2003
N/A43.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.89%N/AN/AN/A
20232.86%6.26%-3.22%13.33%
2022-5.08%-14.09%-4.06%9.83%
202116.18%6.55%-0.95%5.65%
2020-33.91%22.56%5.54%25.89%
201913.63%1.01%-3.96%6.94%
20180.67%6.52%2.31%-19.90%
2017-0.73%1.93%5.28%3.29%
2016-0.23%0.96%10.22%11.35%
20155.12%0.50%-10.95%2.38%
20141.87%4.12%-7.17%8.58%
201313.19%4.23%9.67%10.79%
201212.98%-3.89%7.19%3.60%
201110.77%0.70%-22.44%16.17%
20108.16%-9.87%11.28%14.90%
2009-13.44%20.55%19.52%2.57%
2008-9.39%-0.28%-7.84%-25.80%
20071.42%4.80%-8.81%-5.56%
20069.82%-2.91%0.00%7.68%
20050.93%5.87%5.87%3.52%
20047.50%3.64%-1.43%13.13%
20038.00%18.14%N/AN/A

Rank in category (by total return)

YTD36
1-month10
3-month38
1-year22
3-year17
5-year39

Load adjusted returns

1-year25.32%
3-year4.42%
5-year10.72%
10-year7.94%