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    Schwab Funds

  • Schwab Fundamental US Small Company Index Fund

Schwab Fundamental US Small Company Index Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2007 -0.4 -7.1 2.5 1.3 1.2 -6.1 -1.2 4.3 0 0 0 0 0
2008 5.5 -12.4 -23.6 -8.3 3.6 2 -9.7 4.3 3.9 -0.3 -2.5 -6 -38.8
2009 8.8 2.4 -8.2 8.3 6.6 12.6 1.1 5.5 26.8 8.9 -11.8 -11.7 52.7
2010 8.2 3.7 3.9 12.1 -7.3 7.5 -9 -8.3 7.4 8.4 5.9 -3 29.9
2011 0 -0.6 15.2 -11.4 -9.4 -3.4 -1.9 -2 2.2 1.4 5.9 0 -6.4
2012 3.1 1.9 -2.2 3.2 4 1.3 1.4 -7.1 -1.9 2.3 3.2 7.6 17.4
2013 2.6 3.4 4 6 -3.9 6.7 -1.2 3.8 0.2 4.5 1.1 6.7 38.8
2014 1.7 1.4 5.1 -5.9 4.7 -4.9 3.9 1.3 -1.7 0.8 5.1 -3.3 7.8
2015 -4.9 2 6.4 -4.2 -5.1 -1.1 -1 1 -1.5 1.3 5.9 -2.9 -5
2016 2.9 10.4 -3.1 0.2 0.7 5.1 0 1.2 1.6 8.7 1.5 -6.7 23.5
2017 0.4 3.8 0.9 5.6 -1.8 1 2 -2 0.8 -0.6 1.9 0.6 12.8
2018 -11.9 1.3 -9.3 -2 2.7 1.8 1.4 4.9 1 1.1 -4.6 2.1 -12.3
2019 -1.1 2.7 1.7 4 -4.6 1.3 6.9 -8.3 3.8 -2 4.3 11.2 20
2020 7.7 18.6 2.3 -5.9 5.3 4.2 2 5.2 14.7 -25.2 -10 -4.2 7
2021 -6.6 -3 4.1 -2.3 2 -2.6 0.7 4.1 2.8 16.9 9.4 -7.8 16.3
2022 -12.2 4.5 12.7 -10.8 -3.5 9.5 -9.6 1 -6.9 0.9 1.4 -5.9 -20.3
2023 9.7 9.3 -5.7 -5.2 -4.2 6.1 9.5 -3.1 -2 -4.5 -1.4 11 18.4
2024 -5.14 3.51 -3.87