Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWSCX (SCHWAB SMALL-CAP EQUITY FUND SELECT SHARES) | 19.43% | 44.37% | 20.40% | 5.69% | 9.00% | 9.94% | 7.60% | … | … |
Data as of 06/04/2026, Common starting date is 07/18/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWSCX (SCHWAB SMALL-CAP EQUITY FUND SELECT SHARES) | 07/18/2003 | 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 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.95 | 44.37 | 20.40 | 5.69 | 9.00 | 9.94 | 7.60 | … | … | 19.43 | 14.53 | 9.89 | 19.90 | -21.71 | 15.15 | 7.63 | 17.89 | -12.47 | 10.04 | 23.63 | -3.64 | 7.31 | 43.32 | 20.59 | 0.51 | 24.66 | 27.92 | -38.22 | -8.38 | 14.82 | 22.83 | 24.25 | 23.05 |
| Sharpe Ratio | NA | 2.22 | 0.83 | 0.13 | 0.31 | NA | NA | … | … | 2.39 | 0.51 | 0.31 | 0.84 | -0.80 | 0.60 | 0.17 | 1.01 | -0.77 | 0.75 | 1.25 | -0.21 | 0.44 | 2.91 | 1.19 | 0.01 | 0.97 | 0.80 | -0.93 | -0.55 | 0.69 | 1.26 | 1.47 | 3.37 |
| Standard Deviation(%) | NA | 18.75 | 20.93 | 23.27 | 24.13 | NA | NA | … | … | 19.90 | 22.93 | 20.27 | 19.53 | 28.95 | 25.24 | 44.28 | 16.27 | 17.95 | 12.53 | 18.73 | 17.12 | 16.59 | 14.90 | 17.44 | 33.28 | 25.40 | 34.82 | 41.87 | 21.00 | 16.49 | 16.31 | 15.83 | 16.85 |
| Draw Down(%) | NA | 9.65 | 27.35 | 34.07 | 49.32 | NA | NA | … | … | 9.65 | 24.49 | 10.09 | 15.17 | 24.39 | 18.32 | 46.11 | 12.63 | 26.79 | 6.53 | 15.42 | 15.23 | 13.80 | 5.77 | 13.52 | 29.32 | 20.67 | 31.12 | 51.28 | 19.26 | 12.60 | 10.62 | 10.24 | 5.64 |
| Yield(%) | 0.00 | 9.52 | 8.78 | 4.02 | 6.33 | 8.69 | 6.67 | … | … | 0.00 | 9.00 | 13.72 | 0.44 | 0.11 | 0.16 | 0.20 | 0.13 | 18.20 | 13.80 | 0.52 | 12.26 | 19.30 | 12.80 | 0.61 | 0.05 | 0.00 | 0.00 | 0.03 | 5.86 | 0.49 | 8.63 | 12.25 | 2.09 |
Data as of 06/04/2026, Common starting date is 07/18/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWSCX (SCHWAB SMALL-CAP EQUITY FUND SELECT SHARES) |
-21.17%
Feb 2006 – Feb 2009 |
-5.65%
Feb 2004 – Feb 2009 |
4.08%
Oct 2013 – Oct 2023 |
5.08%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWSCX (SCHWAB SMALL-CAP EQUITY FUND SELECT SHARES) |
30.42%
Feb 2009 – Feb 2012 |
28.33%
Feb 2009 – Feb 2014 |
17.55%
Feb 2009 – Feb 2019 |
12.65%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart