Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWMCX (SCHWAB U.S. MID-CAP INDEX FUND) | 12.44% | 21.75% | 17.51% | 8.27% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 12/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWMCX (SCHWAB U.S. MID-CAP INDEX FUND) | 12/20/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | 21.75 | 17.51 | 8.27 | NA | NA | NA | … | … | 12.44 | 10.55 | 15.28 | 17.20 | -17.31 | 22.55 | 17.03 | 30.45 | -9.13 | 0.37 |
| Sharpe Ratio | NA | 1.48 | 0.93 | 0.31 | NA | NA | NA | … | … | 1.94 | 0.40 | 0.87 | 0.86 | -0.73 | 1.47 | 0.44 | 2.27 | -0.66 | 3.40 |
| Standard Deviation(%) | NA | 13.43 | 15.92 | 18.25 | NA | NA | NA | … | … | 14.90 | 19.14 | 13.44 | 15.86 | 25.71 | 15.30 | 37.62 | 12.77 | 15.94 | 4.69 |
| Draw Down(%) | NA | 8.15 | 21.07 | 26.09 | NA | NA | NA | … | … | 8.15 | 19.20 | 7.64 | 14.15 | 24.32 | 8.04 | 40.34 | 6.63 | 21.19 | 0.50 |
| Yield(%) | 0.00 | 0.45 | 1.83 | 1.84 | 1.99 | 1.33 | 1.00 | … | … | 0.00 | 0.46 | 2.94 | 1.72 | 1.30 | 3.55 | 1.67 | 3.12 | 1.25 | 0.00 |
Data as of 06/03/2026, Common starting date is 12/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWMCX (SCHWAB U.S. MID-CAP INDEX FUND) |
2.36%
Jun 2021 – Jun 2024 |
6.34%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWMCX (SCHWAB U.S. MID-CAP INDEX FUND) |
23.22%
Dec 2018 – Dec 2021 |
16.24%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart