Back to top
more

Schwab Global Real Estate Fund Select Shs: (MF: SWASX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$6.92 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 7.65 78
3 months 11.71 74
6 months 12.40 67
1 Year 14.41 81
3 Year -2.96 79
5 Year 0.78 89
10 Year 3.44 78

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -65.30
Bull Market (2/09 - 3/21) 301.50

Load Adjusted Returns as of Aug 31, 2024

1 Year 2.70
5 Year -1.20
10 Year 2.57
Since Inception 1.17

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 -1.26 -2.13 NA NA
2023 1.96 0.07 -5.82 12.85
2022 -5.11 -16.18 -11.66 6.62
2021 5.71 9.15 -2.27 11.15
2020 -30.30 11.26 1.70 11.49
2019 17.24 0.09 3.35 5.26

Annual Return

20242023202220212020201920182017201620152014
% Total Return 7.658.44-25.0925.35-12.0627.66-7.6715.343.633.0113.54
% Total Return Rel to Index -11.89-17.79-6.88-3.33-30.47-3.82-3.28-6.45-8.291.62-0.09
% Total Return Rel to Peer -1.56-2.74-2.97-6.01-8.112.20-1.226.57-0.842.70-6.14
% Perf Quintile vs Peer* 0.005.002.004.005.003.004.001.004.002.004.00
% Dividends 0.120.210.180.310.070.550.290.320.320.210.33
% Yield 1.773.162.853.531.036.444.033.964.452.854.56
Capital Gains ($) 0.000.000.000.000.130.040.000.000.000.000.00
Expense Ratio 0.710.851.051.051.051.051.051.051.051.051.05

* 1 = Top 20%, 5 = Bottom 20%