SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX)

Basic Info

SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND started on 03/30/1993
SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND is classified as asset class Intermediate-Term Bond
SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND expense ratio is 0.29%
SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND rating is
Not Rated

SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) Dividend Info

SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) dividend growth in the last 12 months is 8.08%

The trailing 12-month yield of SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND is 2.39%. its dividend history:

DateDividend
08/16/2017 0.057
07/31/2017 0.0137
06/30/2017 0.0144
05/31/2017 0.0181
04/28/2017 0.0191
03/31/2017 0.021
02/28/2017 0.018
01/31/2017 0.017
12/30/2016 0.018
11/30/2016 0.018
10/31/2016 0.017
09/30/2016 0.019
08/31/2016 0.018
07/29/2016 0.018
06/30/2016 0.018
05/31/2016 0.017
04/29/2016 0.018
03/31/2016 0.018
02/29/2016 0.018
01/29/2016 0.016
12/31/2015 0.019
11/30/2015 0.017
10/30/2015 0.018
09/30/2015 0.018
08/31/2015 0.016
07/31/2015 0.019
06/30/2015 0.017
05/29/2015 0.017
04/30/2015 0.018
03/31/2015 0.017
02/27/2015 0.017
01/30/2015 0.017
12/31/2014 0.018
11/28/2014 0.016
10/31/2014 0.018
09/30/2014 0.018
08/29/2014 0.018
07/31/2014 0.018
06/30/2014 0.018
05/30/2014 0.018
04/30/2014 0.018
03/31/2014 0.018
02/28/2014 0.018
01/31/2014 0.018
12/31/2013 0.019
11/29/2013 0.019
10/31/2013 0.019
09/30/2013 0.019
08/30/2013 0.019
07/31/2013 0.018
06/28/2013 0.017
05/31/2013 0.017
04/30/2013 0.018
03/28/2013 0.019
02/28/2013 0.019
01/31/2013 0.02
12/31/2012 0.02
11/30/2012 0.02
10/31/2012 0.02
09/28/2012 0.021
08/31/2012 0.021
07/31/2012 0.021
06/29/2012 0.021
05/31/2012 0.021
04/30/2012 0.021
03/30/2012 0.022
02/29/2012 0.021
01/31/2012 0.022
12/30/2011 0.022
11/30/2011 0.023
10/31/2011 0.023
09/30/2011 0.024
08/31/2011 0.024
07/29/2011 0.024
06/30/2011 0.023
05/31/2011 0.022
04/29/2011 0.022
03/31/2011 0.021
02/28/2011 0.021
01/31/2011 0.022
12/31/2010 0.023
11/30/2010 0.023
10/29/2010 0.023
09/30/2010 0.024
08/31/2010 0.024
07/30/2010 0.024
06/30/2010 0.025
05/28/2010 0.026
03/31/2010 0.026
02/26/2010 0.026
01/29/2010 0.026
12/31/2009 0.029
11/30/2009 0.027
10/30/2009 0.028
09/30/2009 0.027
08/31/2009 0.026
07/31/2009 0.029
06/30/2009 0.028
05/29/2009 0.03
04/30/2009 0.031
03/31/2009 0.031
02/27/2009 0.031
01/30/2009 0.03
12/31/2008 0.032
11/28/2008 0.031
10/31/2008 0.04
09/30/2008 0.033
08/29/2008 0.034
07/31/2008 0.033
06/30/2008 0.033
05/30/2008 0.036
04/30/2008 0.037
03/31/2008 0.038
02/29/2008 0.045
01/31/2008 0.044
12/31/2007 0.044
11/30/2007 0.048
10/31/2007 0.046
09/28/2007 0.041
08/31/2007 0.048
07/31/2007 0.042
06/29/2007 0.044
05/31/2007 0.043
04/30/2007 0.042
03/30/2007 0.044
02/28/2007 0.04
01/31/2007 0.041
12/29/2006 0.045
11/30/2006 0.042
10/31/2006 0.041
09/29/2006 0.043
08/31/2006 0.042
07/31/2006 0.039
06/30/2006 0.044
05/31/2006 0.041
04/28/2006 0.037
03/31/2006 0.045
02/28/2006 0.036
01/31/2006 0.034
12/30/2005 0.041
12/16/2005 0.028
11/30/2005 0.039
10/31/2005 0.035
09/30/2005 0.037
08/31/2005 0.034
07/29/2005 0.032
06/30/2005 0.033
05/31/2005 0.033
04/29/2005 0.033
03/31/2005 0.03
02/28/2005 0.026
01/31/2005 0.027
12/31/2004 0.031
12/10/2004 0.118
11/30/2004 0.027
10/29/2004 0.027
09/30/2004 0.025
08/31/2004 0.026
07/30/2004 0.028
06/30/2004 0.026
05/28/2004 0.025
04/30/2004 0.027
03/31/2004 0.028
02/27/2004 0.025
01/30/2004 0.028
12/31/2003 0.029
12/12/2003 0.348
11/28/2003 0.026
10/31/2003 0.031
09/30/2003 0.03
08/29/2003 0.033
07/31/2003 0.032
06/30/2003 0.029
05/30/2003 0.031
04/30/2003 0.029
03/31/2003 0.03
02/28/2003 0.027
01/31/2003 0.032
12/31/2002 0.032
12/13/2002 0.09
10/31/2002 0.035
09/30/2002 0.032
08/30/2002 0.039
07/31/2002 0.037
06/28/2002 0.034
05/31/2002 0.044
04/30/2002 0.041
03/28/2002 0.039
02/28/2002 0.035
01/31/2002 0.038
12/31/2001 0.04
12/27/2001 0.161
11/26/2001 0.044
10/25/2001 0.044
09/25/2001 0.041
08/27/2001 0.047
07/25/2001 0.046
06/25/2001 0.048
05/25/2001 0.049
04/25/2001 0.048
03/26/2001 0.05
02/26/2001 0.053
01/25/2001 0.053
12/29/2000 0.05
11/27/2000 0.056
10/25/2000 0.052
09/25/2000 0.052
08/25/2000 0.053
07/25/2000 0.051
06/26/2000 0.055
05/25/2000 0.053
04/25/2000 0.049
03/27/2000 0.055
02/25/2000 0.05
01/25/2000 0.049
12/31/1999 0.047
11/30/1999 0.05
10/29/1999 0.043
09/27/1999 0.054
08/25/1999 0.045
07/26/1999 0.047
06/25/1999 0.045
05/25/1999 0.042
04/26/1999 0.045
03/25/1999 0.044
02/26/1999 0.046
01/25/1999 0.046
12/31/1998 0.048
11/25/1998 0.046
10/26/1998 0.051
09/25/1998 0.05
08/25/1998 0.046
07/24/1998 0.053
06/25/1998 0.049
05/26/1998 0.051
04/27/1998 0.052
03/25/1998 0.047
02/25/1998 0.044
01/26/1998 0.047
12/31/1997 0.055
11/25/1997 0.048
10/27/1997 0.056
09/25/1997 0.053
08/25/1997 0.052
07/25/1997 0.052
06/25/1997 0.049
05/27/1997 0.058
04/25/1997 0.053
03/25/1997 0.049
02/25/1997 0.05
01/27/1997 0.058
12/31/1996 0.065
11/25/1996 0.056
10/25/1996 0.056
09/25/1996 0.053
08/26/1996 0.054
07/25/1996 0.052
06/25/1996 0.047
05/31/1996 0.059
04/30/1996 0.054
03/29/1996 0.05
02/28/1996 0.056
01/31/1996 0.065
12/29/1995 0.056
11/30/1995 0.058
10/31/1995 0.054
09/29/1995 0.054
08/31/1995 0.056
07/31/1995 0.053
06/30/1995 0.059
05/31/1995 0.059
04/28/1995 0.055
03/31/1995 0.058
02/28/1995 0.064
01/31/1995 0.06
12/30/1994 0.061
11/30/1994 0.057
10/31/1994 0.053
09/30/1994 0.056
08/31/1994 0.052
07/29/1994 0.05
06/30/1994 0.05
05/31/1994 0.05
04/29/1994 0.05
03/31/1994 0.05
02/28/1994 0.05
01/31/1994 0.051
12/31/1993 0.048
11/30/1993 0.049
10/29/1993 0.045
09/30/1993 0.052
08/31/1993 0.05
07/30/1993 0.054
06/30/1993 0.054
05/28/1993 0.053
04/30/1993 0.059
03/31/1993 0.032

Dividend Growth History for SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2017
2017 $0.1783 1.90% -16.29% -
2016 $0.213 2.27% 1.43% -16.29%
2015 $0.21 2.19% -1.87% -7.86%
2014 $0.214 2.31% -4.04% -5.90%
2013 $0.223 2.30% -11.16% -5.44%
2012 $0.251 2.63% -7.38% -6.61%
2011 $0.271 2.95% 0.37% -6.74%
2010 $0.27 3.01% -22.19% -5.76%
2009 $0.347 3.89% -20.41% -7.99%
2008 $0.436 4.44% -16.63% -9.46%
2007 $0.523 5.30% 6.95% -10.20%
2006 $0.489 4.94% 14.25% -8.76%
2005 $0.428 4.26% -2.95% -7.04%
2004 $0.441 4.41% -37.62% -6.73%
2003 $0.707 6.91% 42.54% -9.37%
2002 $0.496 4.99% -31.49% -6.59%
2001 $0.724 7.25% 15.84% -8.39%
2000 $0.625 6.60% 12.82% -7.11%
1999 $0.554 5.45% -5.14% -6.10%
1998 $0.584 5.82% -7.74% -6.05%
1997 $0.633 6.57% -5.10% -6.14%
1996 $0.667 6.49% -2.77% -6.09%
1995 $0.686 7.65% 8.89% -5.94%
1994 $0.63 6.21% 27.02% -5.34%
1993 $0.496 5.09% - -4.17%

Dividend Growth Chart for SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX)

SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) Historical Returns And Risk Info

From 06/21/1996 to 10/25/2017, the compound annualized total return (dividend reinvested) of SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) is 4.575%. Its cumulative total return (dividend reinvested) is 159.543%.

From 06/21/1996 to 10/25/2017, the Maximum Drawdown of SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) is 11.6%.

From 06/21/1996 to 10/25/2017, the Sharpe Ratio of SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) is 0.63.

From 06/21/1996 to 10/25/2017, the Annualized Standard Deviation of SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) is 4.8%.

From 06/21/1996 to 10/25/2017, the Beta of SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) is 0.78.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
06/21/1996		 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
Annualized Return(%) 0.0 -0.1 1.9 1.8 2.6 3.3 4.1 4.6 2.6 2.2 0.3 5.8 -2.4 3.8 7.4 5.7 4.5 -4.4 4.7 4.6 2.7 4.6 4.3 8.5 8.2 11.1 -1.0 7.8 10.0 1.2 22.6 -5.8 10.2
Sharpe Ratio NA -0.2 0.5 0.5 0.58 NA NA 0.63 0.93 0.61 0.07 2.08 -0.68 1.38 1.85 1.4 0.92 -0.86 0.44 0.41 0.18 0.95 0.82 1.75 1.28 1.76 -0.98 1.1 1.17 -0.33 2.91 -0.91 1.61
Draw Down(%) NA 3.7 4.6 5.0 10.9 NA NA 11.6 1.5 4.6 3.0 1.3 5.0 1.4 1.7 3.6 3.5 10.9 2.2 2.0 2.4 4.2 4.9 2.6 3.5 3.4 4.3 3.0 3.2 6.8 3.3 9.7 5.5
Standard Deviation(%) NA 3.0 3.3 3.3 4.0 NA NA 4.8 2.7 3.3 3.9 2.8 3.5 2.7 4.0 4.0 4.8 6.1 3.9 3.2 3.1 3.8 4.4 4.2 4.7 4.0 4.3 4.1 5.5 6.9 6.5 9.6 7.2
Treynor Ratio NA -0.01 0.02 0.02 0.03 NA NA 0.04 0.03 0.03 0.0 0.07 -0.03 0.05 0.1 0.08 0.07 -0.09 0.02 0.02 0.01 0.05 0.04 0.1 0.09 0.12 -0.06 0.07 0.07 -0.02 0.16 -0.08 0.06
Alpha NA 0.0 0.0 0.0 0.0 NA NA 0.0 0.0 0.0 0.0 0.0 0.0 -0.01 0.01 -0.01 -0.02 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.01 0.0 0.01 0.01 -0.01 -0.01 0.0 0.05
Beta NA 0.8 0.81 0.83 0.71 NA NA 0.78 0.76 0.78 0.86 0.82 0.87 0.76 0.74 0.72 0.62 0.62 0.79 0.84 0.79 0.78 0.83 0.75 0.65 0.62 0.73 0.6 0.96 1.04 1.18 1.05 1.77
RSquare NA 0.71 0.77 0.79 0.75 NA NA 0.64 0.65 0.73 0.86 0.79 0.86 0.74 0.83 0.87 0.81 0.62 0.87 0.87 0.9 0.94 0.93 0.88 0.74 0.54 0.75 0.66 0.57 0.85 0.92 0.36 0.1
Yield(%) N/A 2.4 2.3 2.3 2.8 3.5 4.1 N/A 1.9 2.6 2.5 2.6 2.5 2.5 2.6 2.9 4.0 4.3 5.2 4.7 4.3 4.5 6.9 5.0 7.2 6.7 5.3 5.9 6.6 6.4 7.7 6.2 4.9
Dividend Growth(%) N/A 8.1 -7.2 -33.6 -50.8 N/A N/A N/A -25.0 0.0 0.0 0.0 0.0 0.0 -7.7 -27.8 -14.3 -17.6 8.5 9.3 -4.4 -36.6 42.0 -30.6 14.3 16.7 -8.5 -7.8 -3.0 -4.3 9.5 31.2 N/A

Return Calculator for SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX)

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SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) Historical Return Chart

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SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 06/21/1996 to 10/25/2017, the worst annualized return of 3-year rolling returns for SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) is 0.53%.
From 06/21/1996 to 10/25/2017, the worst annualized return of 5-year rolling returns for SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) is 1.57%.
From 06/21/1996 to 10/25/2017, the worst annualized return of 10-year rolling returns for SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) is 2.63%.
From 06/21/1996 to 10/25/2017, the worst annualized return of 20-year rolling returns for SCHWAB TOTAL BOND MARKET FUND SCHWAB TOTAL BOND MARKET FUND (SWLBX) is 4.14%.

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