Schwab 1000 Index Fund Investor Shares: (MF: SNXFX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$134.78 USD
-0.52 (-0.38%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 6.06 | 49 |
3 months | 11.17 | 13 |
6 months | 6.06 | 49 |
1 Year | 15.38 | 21 |
3 Year | 19.50 | 12 |
5 Year | 16.08 | 21 |
10 Year | 13.16 | 5 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 108.96 |
Bear Market (10/07 - 2/09) | -50.78 |
Bull Market (2/09 - 3/21) | 1,001.33 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 9.88 |
5 Year | 14.95 |
10 Year | 12.61 |
Since Inception | 10.32 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -4.59 | 11.17 | NA | NA |
2024 | 10.42 | 3.59 | 5.94 | 2.68 |
2023 | 7.46 | 8.58 | -3.16 | 11.96 |
2022 | -5.28 | -16.79 | -4.64 | 7.18 |
2021 | 5.66 | 8.52 | 0.20 | 9.72 |
2020 | -20.23 | 21.76 | 9.26 | 13.76 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 6.06 | 24.43 | 26.51 | -19.45 | 26.08 | 20.71 | 31.40 | -4.91 | 21.67 | 11.53 | 0.75 |
% Total Return Rel to Index | -0.14 | -0.58 | 0.27 | -1.24 | -2.59 | 2.31 | -0.08 | -0.52 | -0.11 | -0.40 | -0.63 |
% Total Return Rel to Peer | -0.19 | 8.59 | 11.23 | -8.66 | 1.74 | 12.50 | 5.76 | 2.64 | 4.26 | 0.21 | 3.97 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 1.00 | 5.00 | 3.00 | 1.00 | 1.00 | 2.00 | 1.00 | 4.00 | 1.00 |
% Dividends | 0.00 | 1.55 | 1.44 | 1.32 | 1.22 | 1.42 | 1.29 | 1.27 | 1.09 | 0.97 | 0.96 |
% Yield | 0.00 | 1.17 | 1.34 | 1.79 | 1.11 | 1.60 | 1.70 | 2.09 | 1.62 | 1.69 | 1.76 |
Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.58 | 0.88 | 0.85 | 2.34 | 1.55 | 0.86 | 2.18 |
Expense Ratio | 0.00 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.12 | 0.29 | 0.29 |
* 1 = Top 20%, 5 = Bottom 20%