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Schwab Short-Term Bond Index (SWSBX)

9.45 +0.02 (+0.21%)
At close: October 30 at 8:04:12 PM EDT
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  • Previous Close 9.43
  • YTD Return -0.38%
  • Expense Ratio 0.06%
  • Category Short-Term Bond
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 1.56B
  • Beta (5Y Monthly) 0.39
  • Yield 4.23%
  • 5y Average Return --
  • Holdings Turnover 49.00%
  • Last Dividend 0.30
  • Inception Date Feb 23, 2017

The index is a broad-based benchmark measuring the performance of U.S. dollar-denominated U.S. Treasury bonds, government related bonds and investment grade U.S. corporate bonds that have a remaining maturity of greater than or equal to one year and less than five years. The fund will invest at least 90% of its net assets in securities included in the index.

Schwab Funds

Fund Family

Short-Term Bond

Fund Category

1.56B

Net Assets

2017-02-23

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Short-Term Bond.

YTD Return

SWSBX
0.38%
Category
0.44%

1-Year Return

SWSBX
0.76%
Category
2.65%

3-Year Return

SWSBX
4.25%
Category
3.38%

5-Year Return

SWSBX
1.48%
Category
2.40%

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