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SWISX: SCHWAB INTERNATIONAL INDEX FUND SELECT SHARES (MUTUAL FUND)
Basic Info 26.33 0.23(0.88%) May 19
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (87%) |
| Start Date: | 05/19/1997 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 3.06% |
| Expenses | 0.06% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/19/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 16.5 | 11.8 | 12.9 | 13.0 | 5.8 | 7.2 | 5.8 | 4.8 | 3.5 | 18.1 | -14.3 | 11.3 | 8.1 | 21.9 | -13.3 | 25.3 | 1.1 | -0.9 | -5.7 | 21.6 | 18.9 | -11.8 | 6.6 | 29.2 | -41.9 | 13.3 | 25.0 | 12.9 | 18.4 | 33.9 | -17.5 | -23.7 | -18.9 | 32.5 | 16.0 | -0.8 |
| Sharpe Ratio | NA | 2.07 | 0.26 | 0.49 | 0.62 | 0.23 | NA | NA | 0.17 | -0.24 | 1.07 | -0.72 | 0.88 | 0.26 | 1.94 | -1.1 | 3.34 | 0.05 | -0.06 | -0.5 | 1.65 | 1.13 | -0.43 | 0.3 | 0.96 | -0.99 | 0.59 | 1.6 | 1.03 | 1.37 | 2.22 | -0.86 | -1.44 | -1.52 | 2.2 | 0.64 | -0.29 |
| Draw Down(%) | NA | 13.7 | 13.7 | 19.5 | 29.4 | 33.8 | NA | NA | 60.7 | 9.9 | 11.5 | 28.7 | 6.7 | 33.7 | 7.8 | 21.5 | 2.0 | 12.6 | 16.5 | 13.7 | 10.0 | 16.3 | 26.1 | 19.4 | 29.9 | 53.7 | 11.8 | 14.4 | 6.8 | 8.9 | 16.3 | 27.0 | 33.8 | 21.6 | 9.1 | 24.8 | 13.3 |
| Standard Deviation(%) | NA | 21.2 | 17.0 | 16.5 | 16.5 | 17.0 | NA | NA | 19.2 | 12.9 | 13.1 | 22.0 | 12.7 | 30.2 | 10.5 | 13.3 | 7.4 | 17.9 | 15.6 | 11.4 | 13.1 | 16.9 | 27.7 | 22.0 | 30.1 | 42.9 | 17.7 | 13.7 | 10.4 | 12.7 | 14.9 | 21.6 | 18.3 | 15.1 | 13.3 | 19.6 | 16.5 |
| Treynor Ratio | NA | 0.43 | 0.04 | 0.08 | 0.1 | 0.04 | NA | NA | 0.03 | -0.03 | 0.14 | -0.15 | 0.11 | 0.1 | 0.21 | -0.15 | 0.25 | 0.01 | -0.01 | -0.06 | 0.21 | 0.2 | -0.12 | 0.06 | 0.28 | -0.42 | 0.1 | 0.22 | 0.11 | 0.22 | 0.32 | -0.17 | -0.25 | -0.23 | 0.29 | 0.13 | -0.05 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | -0.01 | -0.02 | 0.01 | -0.01 | 0.01 |
| Beta | NA | 1.02 | 1.03 | 1.01 | 1.01 | 0.95 | NA | NA | 1.0 | 1.03 | 1.0 | 1.02 | 0.99 | 0.78 | 0.99 | 0.99 | 0.99 | 1.01 | 1.0 | 1.01 | 1.03 | 0.96 | 1.01 | 1.04 | 1.04 | 1.02 | 1.0 | 1.0 | 0.96 | 0.81 | 1.02 | 1.08 | 1.05 | 0.98 | 1.0 | 0.99 | 0.97 |
| RSquared | NA | 0.95 | 0.96 | 0.98 | 0.98 | 0.82 | NA | NA | 0.92 | 0.99 | 0.98 | 0.99 | 0.99 | 0.5 | 0.99 | 0.99 | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.89 | 1.0 | 1.0 | 0.99 | 0.96 | 0.9 | 0.96 | 0.88 | 0.76 | 0.93 | 0.97 | 0.98 | 0.9 | 0.91 | 0.95 | 0.96 |
| Yield(%) | N/A | 0.0 | 3.0 | 3.4 | 3.8 | 3.0 | 4.0 | 3.6 | N/A | 3.3 | 3.8 | 2.3 | 3.6 | 2.0 | 3.7 | 2.6 | 3.3 | 3.2 | 2.6 | 3.1 | 3.0 | 3.9 | 3.5 | 2.8 | 3.3 | 2.7 | 2.6 | 3.6 | 2.4 | 2.2 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.1 | 1.2 |
| Dividend Growth(%) | N/A | -100.0 | -0.3 | 10.0 | 16.4 | 10.2 | N/A | N/A | N/A | -0.3 | 38.7 | -31.8 | 90.7 | -35.3 | 15.9 | -2.2 | 3.5 | 15.2 | -22.4 | 21.0 | -13.2 | -3.6 | 25.8 | 8.8 | -31.5 | 16.5 | -15.7 | 72.2 | 23.7 | N/A | N/A | N/A | N/A | N/A | -100.0 | -7.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/19/1997
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