Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWSSX (SCHWAB SMALL-CAP INDEX FUND SELECT SHARES) | 18.83% | 41.68% | 19.26% | 5.02% | 9.50% | 9.59% | 7.75% | … | … |
Data as of 06/04/2026, Common starting date is 12/24/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWSSX (SCHWAB SMALL-CAP INDEX FUND SELECT SHARES) | 12/24/1997 | 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 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | 41.68 | 19.26 | 5.02 | 9.50 | 9.59 | 7.75 | … | … | 18.83 | 12.88 | 11.57 | 17.07 | -20.43 | 6.46 | 18.43 | 25.63 | -12.62 | 10.37 | 21.36 | -4.37 | 4.97 | 38.70 | 16.41 | -2.87 | 27.35 | 35.69 | -34.97 | -0.10 | 3.43 | 4.88 | 16.58 | 42.56 | -23.24 | -4.68 | -8.83 | 23.92 | -8.63 | 4.28 |
| Sharpe Ratio | NA | 2.09 | 0.78 | 0.11 | 0.34 | NA | NA | … | … | 2.37 | 0.44 | 0.38 | 0.67 | -0.78 | 0.28 | 0.42 | 1.50 | -0.76 | 0.79 | 1.15 | -0.26 | 0.30 | 2.63 | 0.96 | -0.09 | 1.09 | 0.97 | -0.80 | -0.17 | 0.00 | 0.17 | 0.87 | 2.22 | -0.98 | -0.30 | -0.44 | 1.42 | -0.56 | 125.94 |
| Standard Deviation(%) | NA | 19.14 | 21.25 | 22.85 | 23.72 | NA | NA | … | … | 20.21 | 23.01 | 20.70 | 20.10 | 28.15 | 23.37 | 43.07 | 16.10 | 18.39 | 12.29 | 18.41 | 16.67 | 16.31 | 14.72 | 17.16 | 32.31 | 25.00 | 36.62 | 44.93 | 19.08 | 19.96 | 15.52 | 17.82 | 18.85 | 24.99 | 24.08 | 29.85 | 14.49 | 21.62 | 10.30 |
| Draw Down(%) | NA | 11.00 | 27.50 | 36.86 | 42.75 | NA | NA | … | … | 11.00 | 23.75 | 10.03 | 17.94 | 26.96 | 18.62 | 41.67 | 9.43 | 28.25 | 6.35 | 15.89 | 15.97 | 12.79 | 5.27 | 12.63 | 28.03 | 20.69 | 33.93 | 50.30 | 13.42 | 13.18 | 10.65 | 14.19 | 15.21 | 35.64 | 25.25 | 26.49 | 12.41 | 37.79 | 0.00 |
| Yield(%) | 0.00 | 1.51 | 1.82 | 1.20 | 3.29 | 4.88 | 4.28 | … | … | 0.00 | 1.43 | 1.84 | 1.73 | 1.03 | 1.25 | 1.32 | 7.20 | 7.03 | 1.37 | 4.90 | 6.21 | 6.90 | 7.36 | 5.16 | 7.04 | 1.48 | 1.16 | 1.50 | 16.76 | 1.21 | 1.50 | 0.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.41 | 0.43 |
Data as of 06/04/2026, Common starting date is 12/24/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWSSX (SCHWAB SMALL-CAP INDEX FUND SELECT SHARES) |
-21.43%
Feb 2006 – Feb 2009 |
-9.20%
Feb 2004 – Feb 2009 |
-2.00%
Feb 1999 – Feb 2009 |
3.80%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWSSX (SCHWAB SMALL-CAP INDEX FUND SELECT SHARES) |
33.37%
Feb 2009 – Feb 2012 |
28.88%
Feb 2009 – Feb 2014 |
17.00%
Feb 2009 – Feb 2019 |
12.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart