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Schwab Small Cap Index (SWSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.11-0.15 (-0.45%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.31%
5-year average return6.97%
Number of years up18
Number of years down8
Best 1-yr total return (6 May 2024)38.69%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return38.69%
Worst 3-yr total return2.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWSSXCategory
YTD-2.21%20.19%
1-month-7.05%0.02%
3-month1.73%4.36%
1-year13.38%60.18%
3-year-3.13%11.32%
5-year5.90%13.88%
10-year7.28%11.19%
Last bull market28.75%27.98%
Last bear market-17.22%-24.08%

Annual total return (%) history

Year
SWSSXCategory
2024
N/AN/A
2023
17.06%N/A
2022
-20.42%N/A
2021
14.81%N/A
2020
20.13%10.99%
2019
25.60%23.75%
2018
-10.95%-12.72%
2017
14.68%12.28%
2016
21.33%20.78%
2015
-4.41%-5.38%
2014
4.97%3.79%
2013
38.69%37.39%
2012
16.45%15.46%
2011
-2.62%-4.07%
2010
27.34%25.61%
2009
35.70%31.80%
2008
-35.00%-36.56%
2007
0.51%-1.10%
2006
16.75%15.03%
2005
4.88%6.75%
2004
16.57%18.94%
2003
43.59%43.41%
2002
-22.35%-16.22%
2001
-0.80%8.92%
2000
3.82%11.89%
1999
24.44%19.95%
1998
-3.46%-3.03%
1997
N/A26.36%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.20%N/AN/AN/A
20232.80%5.21%-5.11%14.07%
2022-7.52%-17.22%-2.15%6.23%
202112.69%4.27%-4.34%2.14%
2020-30.56%25.42%4.97%31.42%
201914.59%2.13%-2.40%9.96%
2018-0.03%7.74%3.61%-20.20%
20172.49%2.47%5.66%3.35%
2016-1.45%3.75%9.05%8.82%
20154.30%0.46%-11.92%3.58%
20141.09%2.08%-7.31%9.74%
201312.36%3.04%10.23%8.68%
201212.41%-3.42%5.28%1.87%
20118.24%-0.66%-21.23%14.97%
20109.77%-10.10%11.65%15.57%
2009-15.06%25.57%21.41%4.79%
2008-8.64%-1.06%-1.69%-26.86%
20073.49%4.98%-3.14%-4.49%
200611.95%-4.36%0.20%8.83%
2005-4.74%4.40%4.58%0.84%
20043.65%1.11%-2.54%14.13%
2003-6.77%24.42%8.15%14.46%
20021.03%-10.01%-18.84%5.23%
2001-10.29%15.90%-20.26%19.65%
20005.65%-1.69%2.48%-2.47%
1999-6.89%15.98%-2.51%18.19%
19989.90%-5.34%-20.91%17.34%
199716.96%-3.20%N/AN/A

Rank in category (by total return)

YTD67
1-month86
3-month53
1-year55
3-year89
5-year78

Load adjusted returns

1-year13.38%
3-year-3.13%
5-year5.90%
10-year7.28%