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SWRSX: SCHWAB TREASURY INFLATION PROTECTED SECURITIES INDEX FUND SCHWAB TREASURY INFLATION PROTECTED SECURI (MUTUAL FUND)
Basic Info 10.39 0.04(0.38%) June 05
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: | (66%) |
| Start Date: | 04/11/2006 |
| Last Dividend Date: | 03/31/2026 |
| 12-Mo. Yield | 3.82% |
| Expenses | 0.05% |
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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 | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | 1.1 | 4.5 | 3.8 | 1.0 | 2.6 | 2.5 | 3.3 | 3.3 | 6.8 | 1.9 | 3.8 | -12.0 | 5.8 | 10.9 | 8.4 | -1.3 | 2.9 | 4.5 | -1.6 | 3.5 | -8.8 | 6.6 | 12.8 | 6.1 | 9.2 | -2.0 | 10.7 | 0.4 |
| Sharpe Ratio | NA | 0.05 | 0.51 | 0.12 | -0.25 | 0.18 | NA | NA | 0.36 | 0.89 | -0.37 | 0.02 | -1.5 | 1.26 | 1.48 | 1.74 | -0.85 | 0.66 | 0.96 | -0.3 | 0.82 | -1.55 | 1.37 | 2.03 | 1.02 | 1.14 | -0.28 | 1.31 | -0.81 |
| Draw Down(%) | NA | 1.9 | 1.9 | 4.5 | 14.3 | 14.3 | NA | NA | 14.3 | 2.7 | 3.6 | 6.2 | 14.1 | 2.9 | 9.6 | 2.3 | 3.1 | 2.0 | 4.7 | 5.3 | 3.4 | 10.6 | 2.3 | 3.1 | 5.3 | 4.0 | 14.1 | 3.3 | 2.3 |
| Standard Deviation(%) | NA | 3.3 | 3.5 | 4.8 | 6.0 | 5.4 | NA | NA | 5.9 | 4.5 | 4.5 | 6.7 | 9.0 | 4.6 | 7.1 | 4.0 | 3.2 | 3.5 | 4.5 | 5.5 | 4.2 | 5.7 | 4.8 | 6.3 | 5.9 | 8.0 | 10.5 | 5.7 | 3.6 |
| Treynor Ratio | NA | 0.0 | 0.02 | 0.01 | -0.02 | 0.01 | NA | NA | 0.02 | 0.04 | -0.02 | 0.0 | -0.13 | 0.06 | 0.11 | 0.08 | -0.03 | 0.03 | 0.05 | -0.02 | 0.04 | -0.1 | 0.07 | 0.15 | 0.06 | 0.09 | -0.03 | 0.08 | -0.04 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.87 | 0.93 | 0.97 | 0.99 | 0.96 | NA | NA | 0.94 | 0.97 | 0.98 | 0.97 | 1.01 | 0.99 | 0.92 | 0.91 | 0.92 | 0.89 | 0.93 | 0.94 | 0.89 | 0.91 | 0.93 | 0.86 | 0.99 | 1.0 | 0.92 | 0.96 | 0.75 |
| RSquared | NA | 0.88 | 0.79 | 0.93 | 0.96 | 0.91 | NA | NA | 0.88 | 0.87 | 0.96 | 0.97 | 0.98 | 0.95 | 0.83 | 0.81 | 0.78 | 0.83 | 0.86 | 0.91 | 0.87 | 0.88 | 0.77 | 0.88 | 0.92 | 0.92 | 0.81 | 0.89 | 0.84 |
| Yield(%) | N/A | 0.5 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.3 | 3.6 | 3.1 | 6.5 | 4.5 | 1.4 | 2.3 | 2.8 | 2.0 | 1.8 | 1.0 | 2.5 | 1.3 | 2.3 | 4.6 | 3.2 | 0.0 | 6.3 | 4.9 | 1.7 |
| Dividend Growth(%) | N/A | -89.2 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 17.0 | 16.4 | -60.7 | 45.2 | 241.7 | -34.3 | -18.7 | 38.1 | 11.6 | 75.2 | -58.3 | 74.8 | -40.8 | -46.6 | 46.6 | 16650.0 | -99.7 | 34.2 | 182.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/2006
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