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Schwab Markettrack Conservative Portfolio: (MF: SWCGX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:59 PM ET

$15.63 USD

+0.03 (0.19%)

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

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.67 79
3 months 3.33 73
6 months 6.37 75
1 Year 12.96 70
3 Year 10.27 76
5 Year 4.82 78
10 Year 6.14 78

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 56.85
Bear Market (10/07 - 2/09) -27.68
Bull Market (2/09 - 3/21) 209.37

Load Adjusted Returns as of Feb 28, 2026

1 Year 12.22
5 Year 4.34
10 Year 5.71
Since Inception 5.51

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 1.45 4.29 4.28 1.69
2024 2.93 1.07 5.55 -2.77
2023 4.23 1.83 -2.69 7.73
2022 -5.13 -8.65 -5.23 4.98
2021 1.27 3.77 -0.36 2.77

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.6712.226.7711.27-13.787.629.3614.89-3.669.376.45
% Total Return Rel to Index -0.36-5.99-18.25-14.974.42-21.05-9.03-16.590.73-12.42-5.47
% Total Return Rel to Peer -1.16-2.28-3.14-1.88-0.81-3.88-1.31-2.292.83-4.090.18
% Perf Quintile vs Peer* 5.004.000.004.002.004.004.004.001.005.003.00
% Dividends 0.000.440.440.380.280.280.280.350.340.290.25
% Yield 0.002.602.602.641.761.441.512.002.131.681.56
Capital Gains ($) 0.000.591.070.630.320.580.280.190.380.260.13
Expense Ratio 0.000.410.420.420.420.410.420.430.410.420.43

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