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SFENX: SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX FUND INSTITUTIONAL SHARES (MUTUAL FUND)
Basic Info 12.66 0.38(2.91%) June 05
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 02/04/2008 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 4.44% |
| Expenses | 0.39% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.9 | 11.6 | 31.2 | 20.3 | 8.8 | 10.9 | 4.7 | 4.5 | 29.2 | 12.3 | 14.9 | -15.5 | 13.9 | -3.0 | 19.5 | -9.9 | 26.4 | 31.9 | -19.6 | -11.3 | -2.9 | 15.6 | -19.5 | 16.1 | 74.6 | -44.6 |
| Sharpe Ratio | NA | 1.58 | 2.08 | 1.15 | 0.41 | 0.55 | NA | 0.16 | 1.76 | 0.58 | 0.89 | -0.92 | 0.98 | -0.11 | 1.4 | -0.7 | 2.34 | 1.47 | -1.01 | -0.79 | -0.21 | 0.93 | -0.78 | 0.74 | 2.23 | -0.95 |
| Draw Down(%) | NA | 9.4 | 9.4 | 16.5 | 29.3 | 39.6 | NA | 60.6 | 15.1 | 10.3 | 10.7 | 29.3 | 7.6 | 38.3 | 10.4 | 20.9 | 5.0 | 13.2 | 30.6 | 23.4 | 19.4 | 20.3 | 29.9 | 16.8 | 25.5 | 60.6 |
| Standard Deviation(%) | NA | 17.0 | 13.7 | 14.8 | 15.3 | 16.9 | NA | 21.9 | 15.0 | 14.9 | 12.7 | 18.5 | 14.1 | 28.5 | 12.9 | 16.2 | 11.1 | 21.5 | 19.4 | 14.4 | 14.2 | 16.9 | 24.9 | 21.6 | 33.4 | 51.2 |
| Treynor Ratio | NA | 0.31 | 0.32 | 0.17 | 0.07 | 0.1 | NA | 0.04 | 0.27 | 0.08 | 0.12 | -0.2 | 0.18 | -0.03 | 0.18 | -0.12 | 0.23 | 0.27 | -0.19 | -0.11 | -0.03 | 0.17 | -0.21 | 0.16 | 0.73 | -0.49 |
| Alpha | NA | 0.03 | 0.03 | 0.01 | 0.02 | 0.01 | NA | 0.0 | 0.02 | 0.0 | 0.02 | 0.0 | 0.05 | -0.07 | 0.0 | 0.02 | -0.03 | 0.06 | -0.02 | -0.05 | 0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.02 |
| Beta | NA | 0.87 | 0.88 | 1.0 | 0.92 | 0.95 | NA | 0.98 | 0.99 | 1.12 | 0.98 | 0.84 | 0.76 | 0.98 | 0.98 | 0.92 | 1.14 | 1.19 | 1.01 | 1.07 | 0.98 | 0.94 | 0.95 | 1.01 | 1.02 | 0.98 |
| RSquared | NA | 0.92 | 0.91 | 0.91 | 0.87 | 0.87 | NA | 0.93 | 0.93 | 0.91 | 0.9 | 0.83 | 0.75 | 0.91 | 0.9 | 0.88 | 0.82 | 0.92 | 0.9 | 0.92 | 0.94 | 0.82 | 0.97 | 0.97 | 0.98 | 0.99 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.9 | 5.1 | 5.4 | 4.3 | 5.0 | 2.7 | 4.4 | 2.5 | 2.9 | 2.9 | 2.5 | 2.5 | 1.9 | 2.9 | 3.6 | 5.1 | 1.4 | 1.5 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 4.4 | 0.2 | 0.2 | -5.3 | 70.1 | -27.3 | 51.6 | 6.9 | 35.8 | -13.6 | -11.2 | 20.8 | -27.0 | -38.2 | -22.7 | 530.9 | -47.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/31/2008
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See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
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Best Closed End Funds
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