Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SNXFX (SCHWAB 1000 INDEX FUND INVESTOR SHARES) | 11.07% | 27.70% | 22.38% | 13.21% | 15.01% | 13.94% | 11.08% | … | … |
Data as of 06/03/2026, Common starting date is 12/18/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNXFX (SCHWAB 1000 INDEX FUND INVESTOR SHARES) | 12/18/1991 | 06/03/2026 |
| 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 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.62 | 27.70 | 22.38 | 13.21 | 15.01 | 13.94 | 11.08 | … | … | 11.07 | 17.23 | 24.46 | 26.53 | -19.46 | 25.39 | 19.44 | 31.43 | -5.04 | 21.71 | 11.54 | 0.80 | 12.70 | 32.65 | 15.73 | 1.12 | 15.96 | 27.68 | -37.25 | 5.72 | 15.20 | 6.05 | 10.82 | 28.74 | -21.03 | -12.26 | -8.21 | 21.00 | 27.16 | 31.92 | 21.58 | 36.60 | -0.11 | 9.63 | 8.52 | 8.91 |
| Sharpe Ratio | NA | 2.20 | 1.32 | 0.62 | 0.73 | NA | NA | … | … | 2.00 | 0.76 | 1.62 | 1.71 | -0.84 | 1.87 | 0.55 | 2.39 | -0.38 | 3.08 | 0.85 | 0.05 | 1.10 | 2.91 | 1.23 | 0.05 | 0.86 | 1.01 | -0.94 | 0.16 | 1.17 | 0.37 | 0.89 | 1.69 | -0.87 | -0.68 | -0.54 | 0.99 | 1.18 | 1.64 | 1.54 | 4.13 | -0.33 | 0.87 | 0.64 | 81.79 |
| Standard Deviation(%) | NA | 12.13 | 15.08 | 17.27 | 18.37 | NA | NA | … | … | 13.74 | 18.95 | 12.87 | 13.47 | 24.87 | 13.54 | 34.96 | 12.55 | 17.01 | 6.86 | 13.28 | 15.32 | 11.55 | 11.20 | 12.84 | 23.80 | 18.40 | 27.41 | 40.65 | 15.78 | 10.13 | 10.19 | 11.07 | 16.62 | 25.37 | 21.97 | 23.21 | 17.84 | 20.10 | 17.18 | 11.50 | 7.90 | 9.60 | 8.56 | 9.33 | 16.75 |
| Draw Down(%) | NA | 8.94 | 19.21 | 25.36 | 34.58 | NA | NA | … | … | 8.94 | 19.21 | 8.56 | 10.36 | 25.36 | 5.30 | 34.58 | 6.65 | 19.83 | 2.66 | 10.93 | 11.86 | 7.56 | 5.79 | 9.88 | 19.71 | 15.79 | 26.81 | 48.25 | 9.69 | 7.86 | 6.73 | 7.96 | 13.33 | 32.35 | 29.73 | 17.27 | 11.78 | 20.14 | 10.20 | 8.44 | 2.66 | 8.45 | 5.11 | 6.12 | 0.37 |
| Yield(%) | 0.00 | 0.17 | 1.16 | 1.24 | 3.39 | 5.12 | 4.49 | … | … | 0.00 | 0.17 | 1.53 | 1.77 | 1.27 | 1.49 | 1.99 | 3.84 | 5.73 | 4.90 | 3.74 | 5.98 | 4.77 | 5.70 | 6.89 | 5.95 | 3.11 | 2.13 | 1.52 | 1.57 | 1.41 | 1.34 | 1.51 | 1.34 | 1.19 | 0.76 | 0.60 | 0.77 | 0.95 | 1.30 | 1.52 | 1.83 | 2.05 | 2.14 | 2.18 | 1.44 |
Data as of 06/03/2026, Common starting date is 12/18/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNXFX (SCHWAB 1000 INDEX FUND INVESTOR SHARES) |
-15.87%
Mar 2000 – Mar 2003 |
-6.43%
Feb 2004 – Feb 2009 |
-3.08%
Feb 1999 – Feb 2009 |
3.87%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNXFX (SCHWAB 1000 INDEX FUND INVESTOR SHARES) |
31.54%
Mar 1995 – Mar 1998 |
27.51%
Dec 1994 – Dec 1999 |
16.42%
Feb 2009 – Feb 2019 |
15.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart