Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFENX (SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX FUND INSTITUTIONAL SHARES) | 14.99% | 35.63% | 21.48% | 9.48% | 11.13% | 4.99% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFENX (SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX FUND INSTITUTIONAL SHARES) | 02/04/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.93 | 35.63 | 21.48 | 9.48 | 11.13 | 4.99 | NA | … | … | 14.99 | 29.19 | 12.32 | 14.90 | -15.50 | 13.92 | -3.00 | 19.48 | -9.93 | 26.43 | 31.89 | -19.59 | -11.32 | -2.92 | 15.56 | -19.53 | 16.10 | 74.64 | -44.65 |
| Sharpe Ratio | NA | 2.43 | 1.24 | 0.48 | 0.58 | NA | NA | … | … | 2.15 | 1.76 | 0.58 | 0.89 | -0.92 | 0.98 | -0.11 | 1.40 | -0.70 | 2.34 | 1.47 | -1.01 | -0.79 | -0.21 | 0.93 | -0.78 | 0.74 | 2.23 | -0.95 |
| Standard Deviation(%) | NA | 13.22 | 14.74 | 15.23 | 16.84 | NA | NA | … | … | 16.19 | 14.99 | 14.90 | 12.68 | 18.53 | 14.14 | 28.48 | 12.88 | 16.23 | 11.06 | 21.51 | 19.36 | 14.36 | 14.24 | 16.85 | 24.91 | 21.62 | 33.37 | 51.24 |
| Draw Down(%) | NA | 9.45 | 16.50 | 29.26 | 39.57 | NA | NA | … | … | 9.45 | 15.13 | 10.26 | 10.69 | 29.26 | 7.65 | 38.32 | 10.36 | 20.90 | 5.04 | 13.18 | 30.64 | 23.40 | 19.37 | 20.35 | 29.92 | 16.83 | 25.50 | 60.58 |
| Yield(%) | 0.00 | 4.46 | 5.20 | 4.14 | 5.18 | 2.91 | 2.60 | … | … | 0.00 | 4.91 | 5.08 | 5.45 | 4.33 | 5.02 | 2.75 | 4.39 | 2.49 | 2.88 | 2.87 | 2.53 | 2.49 | 1.88 | 2.89 | 3.64 | 5.14 | 1.40 | 1.49 |
Data as of 06/04/2026, Common starting date is 02/04/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFENX (SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX FUND INSTITUTIONAL SHARES) |
-12.92%
Jan 2013 – Jan 2016 |
-9.18%
Jan 2011 – Jan 2016 |
-0.98%
Mar 2010 – Mar 2020 |
1.02%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFENX (SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX FUND INSTITUTIONAL SHARES) |
31.66%
Feb 2009 – Feb 2012 |
15.18%
Feb 2009 – Feb 2014 |
12.41%
Feb 2016 – Feb 2026 |
7.52%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart