Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SFSNX (SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX FUND INSTITUTIONAL SHARES) | 15.97% | 32.62% | 16.84% | 3.89% | 9.08% | 9.59% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SFSNX (SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX FUND INSTITUTIONAL SHARES) | 04/04/2007 | 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 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 32.62 | 16.84 | 3.89 | 9.08 | 9.59 | NA | … | … | 15.97 | 7.66 | 8.99 | 20.15 | -19.37 | 17.78 | 8.49 | 24.44 | -12.26 | 12.85 | 23.49 | -4.99 | 7.80 | 38.81 | 17.40 | -6.40 | 29.87 | 52.72 | -38.83 | -5.22 |
| Sharpe Ratio | NA | 1.71 | 0.70 | 0.07 | 0.33 | NA | NA | … | … | 2.12 | 0.22 | 0.29 | 0.85 | -0.81 | 0.76 | 0.18 | 1.55 | -0.84 | 1.13 | 1.35 | -0.32 | 0.57 | 2.80 | 1.03 | -0.20 | 1.14 | 1.29 | -0.86 | -0.48 |
| Standard Deviation(%) | NA | 17.08 | 19.58 | 21.48 | 22.93 | NA | NA | … | … | 17.71 | 21.62 | 18.34 | 19.53 | 25.85 | 23.32 | 44.58 | 14.78 | 16.33 | 10.79 | 17.30 | 15.48 | 13.77 | 13.83 | 16.99 | 32.39 | 26.06 | 40.80 | 46.10 | 20.75 |
| Draw Down(%) | NA | 9.43 | 25.91 | 32.79 | 44.81 | NA | NA | … | … | 9.43 | 22.80 | 8.88 | 15.70 | 24.14 | 17.86 | 44.81 | 9.10 | 25.06 | 5.80 | 13.02 | 14.29 | 12.34 | 5.92 | 13.56 | 29.37 | 22.23 | 33.50 | 53.33 | 14.63 |
| Yield(%) | 0.00 | 1.54 | 1.83 | 1.24 | 3.65 | 5.30 | 4.66 | … | … | 0.00 | 1.45 | 1.85 | 1.63 | 0.96 | 1.60 | 1.52 | 4.38 | 9.00 | 7.21 | 2.29 | 5.71 | 6.56 | 6.30 | 11.13 | 7.61 | 6.40 | 0.99 | 0.75 | 0.71 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SFSNX (SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX FUND INSTITUTIONAL SHARES) |
-7.96%
Mar 2017 – Mar 2020 |
-2.19%
Mar 2015 – Mar 2020 |
5.34%
Oct 2013 – Oct 2023 |
6.83%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SFSNX (SCHWAB FUNDAMENTAL US SMALL COMPANY INDEX FUND INSTITUTIONAL SHARES) |
38.31%
Feb 2009 – Feb 2012 |
31.61%
Feb 2009 – Feb 2014 |
18.88%
Feb 2009 – Feb 2019 |
14.36%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart