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SWSCX: SCHWAB SMALL-CAP EQUITY FUND SELECT SHARES (MUTUAL FUND)
Basic Info 23.74 0.78(3.18%) June 05
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 07/18/2003 |
| Last Dividend Date: | 12/16/2025 |
| 12-Mo. Yield | 9.62% |
| Expenses | 1.09% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/18/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.0 | 15.6 | 39.8 | 18.6 | 5.0 | 8.8 | 9.6 | 7.4 | 9.7 | 14.5 | 9.9 | 19.9 | -21.7 | 15.1 | 7.6 | 17.9 | -12.5 | 10.0 | 23.6 | -3.6 | 7.3 | 43.3 | 20.6 | 0.5 | 24.7 | 27.9 | -38.2 | -8.4 | 14.8 | 22.8 | 24.2 | 23.0 |
| Sharpe Ratio | NA | 2.39 | 2.22 | 0.83 | 0.13 | 0.31 | NA | NA | 0.36 | 0.51 | 0.31 | 0.84 | -0.8 | 0.6 | 0.17 | 1.01 | -0.77 | 0.75 | 1.25 | -0.21 | 0.44 | 2.91 | 1.19 | 0.01 | 0.97 | 0.8 | -0.93 | -0.55 | 0.69 | 1.26 | 1.47 | 3.37 |
| Draw Down(%) | NA | 9.7 | 9.7 | 27.3 | 34.1 | 49.3 | NA | NA | 63.3 | 24.5 | 10.1 | 15.2 | 24.4 | 18.3 | 46.1 | 12.6 | 26.8 | 6.5 | 15.4 | 15.2 | 13.8 | 5.8 | 13.5 | 29.3 | 20.7 | 31.1 | 51.3 | 19.3 | 12.6 | 10.6 | 10.2 | 5.6 |
| Standard Deviation(%) | NA | 19.9 | 18.8 | 20.9 | 23.3 | 24.1 | NA | NA | 24.0 | 22.9 | 20.3 | 19.5 | 28.9 | 25.2 | 44.3 | 16.3 | 18.0 | 12.5 | 18.7 | 17.1 | 16.6 | 14.9 | 17.4 | 33.3 | 25.4 | 34.8 | 41.9 | 21.0 | 16.5 | 16.3 | 15.8 | 16.9 |
| Treynor Ratio | NA | 0.43 | 0.38 | 0.16 | 0.03 | 0.07 | NA | NA | 0.08 | 0.11 | 0.05 | 0.16 | -0.23 | 0.13 | 0.07 | 0.15 | -0.13 | 0.08 | 0.22 | -0.03 | 0.06 | 0.4 | 0.2 | 0.0 | 0.23 | 0.29 | -0.42 | -0.11 | 0.11 | 0.2 | 0.24 | 0.58 |
| Alpha | NA | 0.02 | 0.03 | 0.01 | 0.0 | -0.01 | NA | NA | 0.0 | 0.02 | -0.02 | 0.01 | -0.02 | -0.01 | -0.04 | -0.04 | -0.01 | -0.03 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | -0.01 | -0.02 | -0.03 | -0.04 | 0.0 | 0.05 | 0.02 | 0.02 |
| Beta | NA | 1.09 | 1.11 | 1.08 | 1.05 | 1.05 | NA | NA | 1.02 | 1.03 | 1.16 | 1.03 | 0.99 | 1.16 | 1.07 | 1.08 | 1.03 | 1.18 | 1.08 | 1.09 | 1.13 | 1.07 | 1.01 | 1.05 | 1.05 | 0.97 | 0.93 | 1.03 | 1.05 | 1.03 | 0.96 | 0.98 |
| RSquared | NA | 0.93 | 0.92 | 0.95 | 0.88 | 0.9 | NA | NA | 0.93 | 0.96 | 0.95 | 0.95 | 0.88 | 0.77 | 0.98 | 0.94 | 0.95 | 0.91 | 0.94 | 0.95 | 0.95 | 0.96 | 0.88 | 0.99 | 0.98 | 0.99 | 0.98 | 0.82 | 0.94 | 0.84 | 0.95 | 0.95 |
| Yield(%) | N/A | 0.0 | 9.5 | 8.8 | 4.0 | 6.3 | 8.7 | 6.7 | N/A | 9.0 | 13.7 | 0.4 | 0.1 | 0.2 | 0.2 | 0.1 | 18.2 | 13.8 | 0.5 | 12.3 | 19.3 | 12.8 | 0.6 | 0.1 | 0.0 | 0.0 | 0.0 | 5.9 | 0.5 | 8.6 | 12.3 | 2.1 |
| Dividend Growth(%) | N/A | -100.0 | -36.0 | 5146.0 | -34.5 | 7.2 | N/A | N/A | N/A | -36.0 | 3652.1 | 217.4 | -20.7 | -17.1 | 84.2 | -99.5 | 26.9 | 3277.8 | -96.5 | -44.0 | 87.8 | 2449.0 | 1100.0 | N/A | N/A | -100.0 | -99.5 | 1257.0 | -93.4 | -22.8 | 611.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/18/2003
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