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    Schwab Funds

  • Schwab Small-Cap Index Fund

Schwab Small-Cap Index Fund

Monthly Returns (%)



Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual
1997 2.3 -1.1 -4.3 7.5 1.8 6.8 4.8 0 0 0 0 0 0
1998 0.7 5.3 4.8 6.6 -19.5 -7.9 0.2 -6 0.6 4.4 7.9 -2.5 -8.6
1999 8.7 6.3 1.9 1 -2.9 -0.5 5.6 1.7 7.9 1.3 -8.3 0.3 23.9
2000 -3.7 -9.5 -1.7 -3 10 -4 8.4 -4.7 -4.9 -3 13.3 -3.8 -8.8
2001 1.9 7.4 5.1 -14.1 -2.8 -4.5 4.5 2.6 8.1 -4.5 -7.6 1.6 -4.7
2002 -6.9 8.7 2.8 -6.5 0.5 -13.6 -5.2 -4.6 -0.5 8.7 -3.6 -3.6 0
2003 1.4 3.5 8.2 -2 4.9 5.3 1.8 10.7 10.5 1.2 -3.3 -4.8 42.6
2004 3 8.6 2 5.2 -0.8 -6.7 4.7 1.6 -5 0.4 0.4 2.8 16.6
2005 -0.6 4.7 -3 0.4 -1.9 6.1 3.4 7 -5.6 -2.9 1.9 -3.8 4.9
2006 -11.2 2.9 5.6 1.1 2.4 -3.2 0.2 -4.9 0.4 4.2 -0.5 8 3.4
2007 -1.2 -6.4 2.6 1.4 1.8 -6.2 -1.5 4.3 2.2 1.5 -0.3 2.3 -0.1
2008 5.3 -12.3 -20.8 -8.1 4.2 2.7 -9.7 4.2 5.2 0.1 -2.9 -6 -35
2009 8.1 3.5 -6.3 6 4 10.1 1.1 3.8 19.6 9.5 -12.8 -11.1 35.7
2010 7.9 3.2 3.7 12.5 -7.2 6.9 -8 -7.7 5.9 8.6 4.3 -3.1 27.4
2011 -0.2 0 14.9 -10.7 -8.5 -3.6 -1.9 -1.3 2.6 2.6 5.2 0.3 -2.9
2012 3.6 0.5 -2.2 3.3 3.3 1.6 2 -6.6 -1.5 2.5 2.4 7.1 16.4
2013 2 4 2.5 6.4 -3.1 7 -0.5 4 -0.4 4.6 1.1 6.3 38.7
2014 2.8 0.1 6.6 -6.1 5 -6 5.3 0.8 -3.8 -0.7 4.7 -2.8 5
2015 -5 3.2 5.6 -4.9 -6.3 -1.2 0.8 2.3 -2.6 1.7 5.9 -3.2 -4.4
2016 2.8 11.1 -4.7 1.1 1.8 6 -0.1 2.2 1.6 8 0 -8.8 21.4
2017 -0.3 2.9 0.9 6.2 -1.3 0.8 3.4 -2 1.1 0.2 1.9 0.4 14.8
2018 -12.1 1.6 -10.9 -2.4 4.4 1.8 0.7 6.1 0.9 1.3 -3.9 2.6 -11.2
2019 -3.6 4.8 2.6 2.1 -4.9 0.6 7.1 -7.8 3.4 -2.1 5.2 11.3 18.4
2020 8.7 18.4 2.1 -5.7 5.6 2.8 3.5 6.5 13.8 -21.7 -8.4 -3.2 17.1
2021 2.2 -4.2 4.3 -2.9 2.2 -3.6 -6.5 0.2 2.1 10.1 6.2 -3.6 5.3
2022 -7.7 2.3 11 -9.6 -2 10.5 -8.2 0.1 -9.9 1.3 1.1 -9.6 -21.4
2023 10.5 9 -6.8 -5.9 -5 6.1 8.1 -0.9 -1.8 -4.8 -1.7 9.8 15.2
2024 -7.37 3.57 -3.88