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SWTSX: SCHWAB TOTAL STOCK MARKET INDEX FUND SELECT SHARES (MUTUAL FUND)
Basic Info 95.67 1.47(1.56%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 05/28/1999 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 1.43% |
| Expenses | 0.03% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 05/28/1999 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.0 | -3.5 | 13.9 | 10.8 | 15.2 | 11.6 | 12.6 | 10.2 | 8.0 | 23.8 | 26.1 | -19.5 | 25.3 | 20.7 | 30.9 | -5.4 | 20.8 | 12.6 | 0.4 | 12.4 | 33.4 | 16.3 | 1.3 | 17.2 | 28.3 | -36.6 | 5.4 | 15.5 | 6.2 | 12.5 | 31.0 | -20.4 | -11.1 | -10.5 | 16.1 |
| Sharpe Ratio | NA | -0.74 | 0.19 | 0.27 | 0.69 | 0.51 | NA | NA | 0.33 | 1.32 | 1.61 | -0.84 | 1.84 | 0.58 | 2.32 | -0.39 | 2.85 | 0.91 | 0.02 | 1.06 | 2.94 | 1.26 | 0.05 | 0.92 | 1.02 | -0.93 | 0.15 | 1.17 | 0.39 | 1.02 | 1.86 | -0.87 | -0.62 | -0.61 | 1.55 |
| Draw Down(%) | NA | 19.4 | 19.4 | 19.4 | 25.4 | 35.0 | NA | NA | 54.6 | 8.6 | 10.8 | 25.4 | 5.2 | 35.0 | 6.8 | 20.3 | 2.8 | 11.3 | 12.1 | 7.5 | 5.7 | 9.8 | 20.1 | 15.9 | 26.7 | 47.9 | 9.8 | 8.2 | 6.9 | 8.1 | 13.1 | 31.8 | 29.4 | 20.4 | 11.5 |
| Standard Deviation(%) | NA | 29.1 | 19.7 | 19.1 | 18.5 | 18.8 | NA | NA | 19.7 | 13.0 | 13.7 | 24.9 | 13.8 | 35.3 | 12.7 | 17.0 | 7.1 | 13.6 | 15.3 | 11.7 | 11.3 | 13.0 | 24.3 | 18.7 | 27.5 | 40.2 | 15.8 | 10.5 | 10.5 | 11.3 | 16.3 | 24.7 | 21.9 | 24.0 | 16.2 |
| Treynor Ratio | NA | -0.22 | 0.04 | 0.05 | 0.13 | 0.1 | NA | NA | 0.06 | 0.17 | 0.21 | -0.2 | 0.24 | 0.21 | 0.29 | -0.07 | 0.19 | 0.12 | 0.0 | 0.12 | 0.33 | 0.17 | 0.01 | 0.17 | 0.28 | -0.38 | 0.02 | 0.12 | 0.04 | 0.11 | 0.32 | -0.23 | -0.13 | -0.14 | 0.27 |
| 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 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.0 | 0.02 |
| Beta | NA | 1.0 | 1.01 | 1.02 | 1.02 | 1.0 | NA | NA | 1.0 | 1.02 | 1.04 | 1.03 | 1.04 | 0.97 | 1.01 | 0.99 | 1.05 | 1.03 | 0.99 | 1.02 | 1.02 | 0.96 | 1.03 | 1.03 | 1.01 | 0.98 | 0.98 | 1.04 | 1.01 | 1.01 | 0.95 | 0.95 | 1.01 | 1.05 | 0.95 |
| RSquared | NA | 0.98 | 0.98 | 0.99 | 0.99 | 0.96 | NA | NA | 0.98 | 0.99 | 0.98 | 1.0 | 0.98 | 0.91 | 0.99 | 1.0 | 0.96 | 0.99 | 1.0 | 0.99 | 0.99 | 0.88 | 0.98 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.94 | 0.97 |
| Yield(%) | N/A | 0.0 | 1.4 | 1.6 | 2.2 | 2.7 | 4.1 | 3.8 | N/A | 1.5 | 1.8 | 1.3 | 1.5 | 1.9 | 2.5 | 2.4 | 1.9 | 2.6 | 2.7 | 2.5 | 2.5 | 2.4 | 1.8 | 2.0 | 2.0 | 1.5 | 1.8 | 1.5 | 1.4 | 1.5 | 1.3 | 1.0 | 0.9 | 0.8 | 0.5 |
| Dividend Growth(%) | N/A | -100.0 | 7.6 | 9.5 | 11.7 | 126.6 | N/A | N/A | N/A | 7.6 | 7.9 | 9.3 | -10.7 | 0.5 | -4.3 | 48.2 | -17.8 | -8.5 | 22.3 | 25.8 | 20.8 | 28.7 | 7.1 | 22.4 | -13.2 | -14.1 | 34.2 | 14.2 | 1.8 | 48.9 | 0.0 | 2.8 | -1.1 | 79.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/28/1999
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