Schwab Funds

  • Schwab Small-Cap Equity Fund

Schwab Small-Cap Equity Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
2003 3.1 4.8 9.4 -1.1 3.1 0 0 0 0 0 0 0 0
2004 1.7 8.2 2.8 5.4 -1.4 -5.1 6.8 0.5 -3.4 1.4 2.2 3.8 24.3
2005 4.4 4.5 -0.5 0.2 -0.8 6.5 4.5 8.7 -6.8 -0.1 2.8 -1.8 22.8
2006 0.7 2.4 4.5 1.4 2.3 -3.6 0.4 -4.3 1.1 3.5 0.4 5.6 14.8
2007 -0.9 -7.3 2.9 -0.1 -2.6 -6.2 -1.1 3.4 2.5 1.5 -1.6 1.5 -8.4
2008 5.5 -13.1 -19.1 -11.7 2.2 2.1 -8.2 5.3 3.2 -2.3 -0.9 -6.5 -38.2
2009 7.5 3.3 -7.6 6.3 2.6 9.6 0.9 2.9 16.1 8.3 -10.4 -10.8 27.9
2010 7.4 2.9 4 12.4 -7.5 7.1 -7.7 -7.6 5.7 7.6 4.4 -3.6 24.7
2011 0.5 -1.2 17 -11.4 -9.9 -2.9 -1.3 -1.1 3.2 2.5 6 2 0
2012 3.8 1.5 -1.7 3.9 3.2 2.9 2 -7 -1.7 2.1 2.5 7.9 20.6
2013 2.7 4.3 3.5 6 -4.2 8 0.1 4.2 -0.1 5.1 1.1 6.5 43.3
2014 2.7 0.2 5.9 -6.3 5.4 -6 4.5 1.5 -1.9 1.4 4.5 -3.8 7.3
2015 -5.5 1.5 6.8 -4.8 -5.4 -1.2 0.7 2.4 -2.5 1.8 5.8 -2.4 -3.6
2016 5 11.3 -4.7 1.4 1 7.6 -1.1 0.9 1.2 7.6 1 -8.2 23.6
2017 -0.3 2.4 1.2 5.9 -1.7 1.2 3.5 -3 1.5 -0.7 1.4 -1.4 10
2018 -12 0.1 -9.5 -2.2 3.1 1.5 1.3 5.1 0.1 1.9 -4.7 3.7 -12.5
2019 1.3 2.8 2.6 2.7 -5.8 -0.7 7.9 -9.7 3.7 -3.8 5.3 12.1 17.8
2020 7.5 15.8 1.2 -4 4.3 5.2 2.9 5 13.4 -23.8 -10 -3.7 7.4
2021 -7.4 -2.5 3.9 -1.9 3.1 -2 1.1 1.7 16.6 3.1 7.3 -6.6 15
2022 -14.4 3.5 12.8 -9.2 -3.5 9.4 -8.1 1.5 -7.9 0.7 1.5 -7.1 -21.8
2023 11.8 8 -6.5 -4.3 -4 5.3 9.3 -0.2 -2.6 -5.2 -0.6 9.1 19.4
2024 -5.4 2.7 5 -2.8 0 0 0 0 0 0 0 0 -2.5