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Schwab 1000 Index Fund Investor Shares: (MF: SNXFX)
(NASDAQ Mutual Funds) As of Apr 29, 2024 08:00 PM ET
$109.99 USD
+0.36 (0.33%)
Zacks MF Rank
NA
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 10.42 | 25 |
| 3 months | 10.42 | 25 |
| 6 months | 23.63 | 17 |
| 1 Year | 30.00 | 13 |
| 3 Year | 10.32 | 29 |
| 5 Year | 14.58 | 11 |
| 10 Year | 12.47 | 7 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 108.96 |
| Bear Market (10/07 - 2/09) | -50.78 |
| Bull Market (2/09 - 3/21) | 821.44 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 30.00 |
| 5 Year | 14.57 |
| 10 Year | 12.47 |
| Since Inception | 10.37 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 10.42 | NA | NA | NA |
| 2023 | 7.46 | 8.58 | -3.16 | 11.96 |
| 2022 | -5.28 | -16.79 | -4.64 | 7.18 |
| 2021 | 5.66 | 8.52 | 0.20 | 9.72 |
| 2020 | -20.23 | 21.76 | 9.26 | 13.76 |
| 2019 | 13.96 | 4.29 | 1.47 | 8.94 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 10.42 | 26.51 | -19.45 | 26.08 | 20.71 | 31.40 | -4.91 | 21.67 | 11.53 | 0.75 | 12.74 |
| % Total Return Rel to Index | -0.13 | 0.27 | -1.24 | -2.59 | 2.31 | -0.08 | -0.52 | -0.11 | -0.40 | -0.63 | -0.89 |
| % Total Return Rel to Peer | 1.98 | 11.23 | -8.66 | 1.74 | 12.50 | 5.76 | 2.64 | 4.26 | 0.21 | 3.97 | 3.85 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 1.44 | 1.32 | 1.22 | 1.42 | 1.29 | 1.27 | 1.09 | 0.97 | 0.96 | 0.86 |
| % Yield | 0.00 | 1.33 | 1.51 | 1.11 | 1.59 | 1.69 | 2.07 | 1.61 | 1.68 | 1.74 | 1.50 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.58 | 0.88 | 0.85 | 2.34 | 1.55 | 0.86 | 2.18 | 1.44 |
| Expense Ratio | 0.00 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.12 | 0.29 | 0.29 | 0.29 |
* 1 = Top 20%, 5 = Bottom 20%