Back to top
more

Schwab California Tax-free Bond Fund: (MF: SWCAX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 06:00 PM ET

$11.02 USD

-0.06 (-0.54%)

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

3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.97 57
3 months 2.16 25
6 months 5.64 61
1 Year 4.68 22
3 Year 4.17 52
5 Year 1.24 49
10 Year 1.82 55

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 16.27
Bear Market (10/07 - 2/09) -2.02
Bull Market (2/09 - 3/21) 63.92

Load Adjusted Returns as of Feb 28, 2026

1 Year 3.67
5 Year 0.65
10 Year 1.76
Since Inception 4.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.47 -0.09 2.68 1.54
2024 0.02 0.33 2.33 -0.73
2023 2.00 -0.15 -2.14 5.55
2022 -5.55 -2.60 -2.70 3.25
2021 -0.50 1.05 -0.26 0.26

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.973.671.955.19-7.590.553.775.911.144.53-0.77
% Total Return Rel to Index -0.13-0.571.01-1.190.93-0.96-1.42-1.65-0.14-0.91-1.01
% Total Return Rel to Peer 0.160.37-0.26-0.441.64-1.02-0.09-1.000.30-0.11-0.33
% Perf Quintile vs Peer* 1.002.000.004.002.004.003.004.002.004.004.00
% Dividends 0.050.350.340.290.230.170.190.260.290.280.24
% Yield 0.243.022.933.002.001.371.462.072.342.241.96
Capital Gains ($) 0.000.000.000.000.000.050.090.030.000.000.09
Expense Ratio 0.000.380.380.380.380.490.490.490.490.490.49

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