Nasdaq - Delayed Quote
USD
Schwab Small Cap Index (SWSSX)
45.46
-0.09
(-0.20%)
As of 8:10:26 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.39% |
|---|---|
| 5y Average Return | 5.63% |
| Number of Years Up | 20 |
| Number of Years Down | 8 |
| Best 1Y Total Return (Oct 30, 2026) | 38.69% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 38.69% |
| Worst 3Y Total Return | 1.30% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SWSSX
Category
- YTD
- 13.74%
- 20.19%
- 1-Month
- -5.25%
- 0.02%
- 3-Month
- -7.21%
- 4.36%
- 1-Year
- 16.24%
- 60.18%
- 3-Year
- 17.79%
- 11.32%
- 5-Year
- 6.40%
- 13.88%
- 10-Year
- 9.90%
- 11.19%
- Last Bull Market
- 35.55%
- 27.98%
- Last Bear Market
- -17.22%
- -24.08%
Annual Total Return (%) History
Year
SWSSX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.90% | 21.48% | -7.21% | -- |
|
2025
|
-9.44% | 8.50% | 12.43% | 2.20% |
|
2024
|
5.20% | -3.27% | 9.31% | 0.32% |
|
2023
|
2.80% | 5.21% | -5.11% | 14.07% |
|
2022
|
-7.52% | -17.22% | -2.15% | 6.23% |
|
2021
|
12.69% | 4.27% | -4.34% | 2.14% |
|
2020
|
-30.56% | 25.42% | 4.97% | 31.42% |
|
2019
|
14.59% | 2.13% | -2.40% | 9.96% |
|
2018
|
-0.03% | 7.74% | 3.61% | -20.20% |
|
2017
|
2.49% | 2.47% | 5.66% | 3.35% |
Rank in Category (By Total Return)
| YTD | 40 |
| 1-Month | 65 |
|---|---|
| 3-Month | 51 |
| 1-Year | 35 |
| 3-Year | 23 |
| 5-Year | 57 |
Load Adjusted Returns
| 1-Year | 16.24% |
| 3-Year | 17.79% |
|---|---|
| 5-Year | 6.40% |
| 10-Year | 9.90% |
Performance & Risk
| YTD Return | 14.39% |
| 5y Average Return | 5.63% |
| Rank in Category (ytd) | 40 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.30 |
| Morningstar Risk Rating |
Fund Overview
| Category | Small Blend |
| Fund Family | Schwab Funds |
| Net Assets | 7.25B |
| YTD Return | 13.74% |
| Yield | 1.13% |
| Morningstar Rating | |
| Inception Date | May 19, 1997 |
Fund Summary
The fund normally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.
