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    Schwab Funds

  • Schwab Fundamental US Large Company Index Fund

Schwab Fundamental US Large Company Index Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2007 -1.2 -4.5 1.4 3.2 0.7 -4.1 -1.4 3.5 0 0 0 0 0
2008 1.4 -8.2 -18.4 -8.2 1.9 0.2 -10.8 0.1 4.8 -2 -3.5 -5 -40
2009 2.4 5.9 -5.7 4.1 9.6 10.6 -0.3 8.1 18.3 9.4 -11.7 -10.5 42.1
2010 8 0.2 3.3 8.8 -5 7.4 -6 -8.2 2.7 7.4 4.2 -2.7 19.7
2011 1.4 -0.3 11 -7.5 -6 -3.2 -1.9 -1.2 2.7 0.1 3.7 2.3 -0.3
2012 1.6 0.4 -0.4 3.2 2.3 3.2 2.1 -6.3 -1.3 2.8 4 4.1 16.3
2013 2.5 3.1 4.7 2.8 -3.3 5.3 -1.3 2.6 1.6 4.4 1.8 6.2 0
2014 0.3 2.2 2 -1.9 3.7 -1.3 1.9 1.8 1 1.9 4.3 -4 12.3
2015 -2 0.1 7.7 -2.4 -5.8 0.5 -2.3 0.8 1.1 -1.6 5.3 -3.6 -2.9
2016 2 5.8 -2 0.1 -0.1 2.8 1.2 0.8 1.4 7.5 0.5 -4.2 16.3
2017 1.9 3.6 1.4 3.2 -0.5 1.8 0.8 0.1 0.1 -0.4 3.2 0.8 17.1
2018 -9.8 1.4 -6 0.7 2.4 3.7 0.4 1.8 1.1 -1.9 -4.9 4.6 -7.4
2019 -2.2 3.6 1.9 3.4 -2.9 1.4 7.8 -7.3 3.6 0.9 3.2 8 22.3
2020 4.2 14.6 -1.6 -9.4 6 4 1 4.3 12.5 -16.2 -9.7 -2.4 2.8
2021 1.1 -2.1 5.2 -3.4 2.3 0.2 -0.4 2.9 9 1.9 9.4 -2.2 25.5
2022 -6.9 6.1 11.5 -9.4 -2.7 7.2 -9.4 2.4 -5.7 3 -1.4 -1.4 -8.8
2023 3.5 8.1 -2.5 -3.7 -2.3 3.8 6.8 -2.7 1.4 0.6 -3.1 6 15.9
2024 -4.94 4.74 0.66