Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFILX (SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX FUND INSTITUTIONAL SHARES) | 11.38% | 26.95% | 18.46% | 5.97% | 7.96% | 7.08% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/04/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFILX (SCHWAB FUNDAMENTAL INTERNATIONAL SMALL 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 (%) | -0.92 | 26.95 | 18.46 | 5.97 | 7.96 | 7.08 | NA | … | … | 11.38 | 36.17 | 1.29 | 14.80 | -17.31 | 6.29 | 7.63 | 19.59 | -18.67 | 29.08 | 9.11 | 5.09 | -4.63 | 25.05 | 15.47 | -12.65 | 18.62 | 47.92 | -36.60 |
| Sharpe Ratio | NA | 2.11 | 1.18 | 0.27 | 0.42 | NA | NA | … | … | 1.96 | 2.48 | -0.18 | 0.87 | -0.93 | 0.46 | 0.25 | 1.75 | -1.59 | 4.23 | 0.58 | 0.39 | -0.47 | 2.13 | 1.08 | -0.54 | 0.96 | 1.93 | -1.19 |
| Standard Deviation(%) | NA | 13.31 | 13.70 | 15.08 | 15.87 | NA | NA | … | … | 16.32 | 13.50 | 12.84 | 12.90 | 20.17 | 13.71 | 29.21 | 10.32 | 12.65 | 6.75 | 15.22 | 13.00 | 9.99 | 11.77 | 14.39 | 23.34 | 19.23 | 24.81 | 33.73 |
| Draw Down(%) | NA | 11.35 | 13.05 | 34.39 | 43.06 | NA | NA | … | … | 11.35 | 11.95 | 9.58 | 13.05 | 28.79 | 12.30 | 38.26 | 8.79 | 26.49 | 2.79 | 11.31 | 13.80 | 14.33 | 9.18 | 15.42 | 22.83 | 17.08 | 24.41 | 50.73 |
| Yield(%) | 0.00 | 8.84 | 6.25 | 3.67 | 4.31 | 4.20 | 3.67 | … | … | 0.00 | 10.57 | 4.62 | 3.46 | 1.61 | 2.97 | 2.07 | 3.24 | 4.40 | 4.64 | 2.64 | 2.15 | 2.06 | 3.29 | 3.48 | 6.21 | 2.89 | 4.61 | 2.55 |
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 |
|---|---|---|---|---|
| SFILX (SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX FUND INSTITUTIONAL SHARES) |
-6.07%
Mar 2017 – Mar 2020 |
-3.13%
Sep 2017 – Sep 2022 |
2.78%
Oct 2013 – Oct 2023 |
4.02%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFILX (SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX FUND INSTITUTIONAL SHARES) |
28.05%
Feb 2009 – Feb 2012 |
22.71%
Feb 2009 – Feb 2014 |
13.09%
Feb 2009 – Feb 2019 |
9.67%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart