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SWASX: SCHWAB GLOBAL REAL ESTATE FUND SCHWAB GLOBAL REAL ESTATE FUND (MUTUAL FUND)
Basic Info 7.14 0.01(0.14%) June 05
| Asset Class: | Global Real Estate |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 06/05/2007 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 2.29% |
| Expenses | 0.73% |
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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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.1 | 5.6 | 11.5 | 8.8 | 0.8 | 3.4 | 4.3 | 2.3 | 11.3 | 1.4 | 8.5 | -25.0 | 25.2 | -13.7 | 27.8 | -7.7 | 15.3 | 3.7 | 3.0 | 13.6 | 0.8 | 25.6 | -8.4 | 19.2 | 40.6 | -45.4 | -15.7 |
| Sharpe Ratio | NA | 0.89 | 0.8 | 0.4 | -0.11 | 0.1 | NA | 0.06 | 0.62 | -0.16 | 0.31 | -1.31 | 2.12 | -0.38 | 2.94 | -0.76 | 2.02 | 0.24 | 0.22 | 1.5 | 0.06 | 2.04 | -0.35 | 0.89 | 1.01 | -0.97 | -1.12 |
| Draw Down(%) | NA | 10.9 | 10.9 | 17.2 | 32.2 | 44.2 | NA | 69.1 | 11.9 | 11.2 | 18.8 | 32.2 | 7.4 | 44.2 | 5.0 | 13.0 | 3.8 | 12.8 | 13.0 | 7.5 | 16.0 | 8.9 | 24.5 | 13.3 | 35.2 | 60.8 | 19.4 |
| Standard Deviation(%) | NA | 12.5 | 11.1 | 13.9 | 15.3 | 17.3 | NA | 21.8 | 13.6 | 13.5 | 15.9 | 20.3 | 11.8 | 36.8 | 9.0 | 12.0 | 7.3 | 14.1 | 13.9 | 9.0 | 13.3 | 12.7 | 24.3 | 21.6 | 40.0 | 47.9 | 25.3 |
| Treynor Ratio | NA | 0.18 | 0.14 | 0.07 | -0.02 | 0.02 | NA | 0.01 | 0.1 | -0.03 | 0.06 | -0.32 | 0.32 | -0.13 | 0.35 | -0.11 | 0.23 | 0.05 | 0.04 | 0.2 | 0.01 | 0.35 | -0.1 | 0.23 | 0.4 | -0.5 | -0.32 |
| Alpha | NA | 0.08 | 0.03 | 0.02 | 0.01 | 0.01 | NA | 0.01 | -0.03 | 0.04 | 0.01 | -0.03 | 0.06 | -0.01 | 0.04 | 0.0 | 0.02 | 0.01 | 0.02 | 0.04 | -0.01 | -0.01 | 0.02 | 0.0 | 0.02 | 0.03 | -0.01 |
| Beta | NA | 0.62 | 0.65 | 0.79 | 0.82 | 0.87 | NA | 0.89 | 0.81 | 0.8 | 0.89 | 0.84 | 0.8 | 1.04 | 0.76 | 0.81 | 0.63 | 0.68 | 0.76 | 0.67 | 0.81 | 0.74 | 0.85 | 0.85 | 1.02 | 0.93 | 0.9 |
| RSquared | NA | 0.68 | 0.62 | 0.68 | 0.71 | 0.71 | NA | 0.72 | 0.6 | 0.71 | 0.75 | 0.77 | 0.64 | 0.79 | 0.53 | 0.64 | 0.44 | 0.71 | 0.74 | 0.67 | 0.84 | 0.78 | 0.9 | 0.79 | 0.73 | 0.65 | 0.83 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 3.3 | 3.5 | 2.2 | 4.6 | 0.9 | 8.9 | 3.7 | 4.6 | 4.7 | 3.0 | 5.2 | 3.8 | 7.0 | 3.4 | 8.3 | 8.0 | 1.5 | 2.2 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | 1.1 | -1.8 | 15.8 | -41.0 | 302.6 | -87.2 | 107.1 | -9.7 | -1.8 | 54.0 | -37.4 | 29.8 | -35.3 | 81.6 | -54.3 | 36.3 | 181.9 | -43.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/31/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Global Real Estate Asset Class Trend Rankings |
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Best ETFs
- RWX (SPDR Dow Jones International Real Estate ETF) 1.78% (98%)
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- VNQI (Vanguard Global ex-U.S. Real Estate ETF) 2.01% (34%)
Best Closed End Funds
- AWP (Aberdeen Global Premier Properties) 0.0% (100%)
- IGR (CBRE Clarion Global Real Estate Income Fund) 0.0% (99%)
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