Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFLNX (Schwab Fundamental US Large Company Index Fund) | 13.31% | 31.70% | 20.62% | 11.91% | 13.28% | 12.86% | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFLNX (Schwab Fundamental US Large Company Index Fund) | 04/04/2007 | 06/05/2026 |
| 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.85 | 31.70 | 20.62 | 11.91 | 13.28 | 12.86 | NA | … | … | 13.31 | 16.19 | 16.77 | 18.16 | -6.89 | 27.65 | 5.17 | 28.91 | -7.43 | 17.05 | 16.31 | -2.97 | 12.26 | 34.25 | 16.30 | -0.21 | 19.71 | 42.14 | -40.07 | 0.28 |
| Sharpe Ratio | NA | 2.95 | 1.40 | 0.65 | 0.67 | NA | NA | … | … | 3.27 | 0.82 | 0.91 | 1.10 | -0.39 | 1.97 | 0.13 | 2.19 | -0.55 | 2.34 | 1.20 | -0.20 | 1.12 | 3.08 | 1.26 | -0.01 | 0.99 | 1.20 | -0.96 | -0.15 |
| Standard Deviation(%) | NA | 10.35 | 13.11 | 15.26 | 17.78 | NA | NA | … | … | 11.03 | 16.63 | 11.14 | 12.81 | 21.18 | 14.01 | 37.00 | 12.54 | 15.94 | 7.04 | 13.41 | 15.29 | 10.90 | 11.09 | 12.98 | 23.92 | 19.79 | 35.05 | 42.47 | 16.89 |
| Draw Down(%) | NA | 6.10 | 16.27 | 18.98 | 37.59 | NA | NA | … | … | 6.10 | 16.27 | 6.44 | 10.11 | 18.98 | 5.85 | 37.59 | 7.26 | 19.84 | 3.30 | 8.98 | 13.59 | 7.63 | 5.36 | 10.76 | 21.03 | 16.93 | 30.40 | 51.44 | 10.87 |
| Yield(%) | 0.00 | 1.92 | 2.27 | 2.05 | 4.54 | 5.97 | 4.65 | … | … | 0.00 | 1.94 | 2.05 | 2.16 | 1.89 | 2.21 | 2.48 | 6.50 | 8.10 | 3.69 | 7.94 | 5.21 | 4.65 | 1.95 | 2.47 | 1.79 | 1.77 | 1.52 | 2.04 | 0.98 |
Data as of 06/05/2026, Common starting date is 04/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFLNX (Schwab Fundamental US Large Company Index Fund) |
-7.77%
Jun 2007 – Jun 2010 |
-0.27%
May 2007 – May 2012 |
7.00%
May 2007 – May 2017 |
7.58%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFLNX (Schwab Fundamental US Large Company Index Fund) |
32.49%
Feb 2009 – Feb 2012 |
27.42%
Feb 2009 – Feb 2014 |
17.76%
Feb 2009 – Feb 2019 |
15.91%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart