Back to top
more

Schwab Health Care Fund: (MF: SWHFX)

(NASDAQ Mutual Funds) As of Mar 19, 2026 05:44 PM ET

$24.43 USD

-0.08 (-0.33%)

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 Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 5.05 5
3 months 3.46 7
6 months 18.35 54
1 Year 12.11 57
3 Year 9.16 60
5 Year 7.97 19
10 Year 9.70 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 151.94
Bear Market (10/07 - 2/09) -36.20
Bull Market (2/09 - 3/21) 721.54

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.90
5 Year 6.54
10 Year 8.09
Since Inception 9.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 6.93 -5.87 4.44 10.25
2024 8.12 0.87 4.04 -11.77
2023 -3.94 0.67 -1.94 6.13
2022 -3.86 -6.38 -6.86 13.73
2021 1.80 9.26 1.00 9.76

Annual Return

20262025202420232022202120202019201820172016
% Total Return 5.0515.900.120.64-4.6623.3112.8417.643.9620.16-4.37
% Total Return Rel to Index 0.39-2.31-24.90-25.6013.54-5.36-5.55-13.848.35-1.62-16.30
% Total Return Rel to Peer 1.85-4.76-2.49-5.124.7514.63-8.42-9.033.83-1.956.40
% Perf Quintile vs Peer* 1.003.000.005.001.001.005.005.002.003.001.00
% Dividends 0.000.250.170.220.190.220.220.280.230.230.20
% Yield 0.000.910.690.900.690.680.751.020.900.870.88
Capital Gains ($) 0.001.152.030.690.903.352.760.892.061.530.36
Expense Ratio 0.000.800.790.790.800.800.800.800.800.810.80

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