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Schwab U.s. Large-cap Value Index Fund: (MF: SWLVX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:34 PM ET

$16.73 USD

+0.04 (0.24%)

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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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.25 19
3 months 7.93 19
6 months 13.00 15
1 Year 18.30 30
3 Year 15.99 43
5 Year 11.75 50
10 Year NA NA

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.84
5 Year 11.28
10 Year NA
Since Inception 9.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.09 3.81 5.31 3.77
2024 8.98 -2.14 9.39 -1.97
2023 0.99 4.07 -3.15 9.47
2022 -0.76 -12.20 -5.65 12.41
2021 11.25 5.19 -0.79 7.77

Annual Return

202620252024202320222021202020192018
% Total Return 7.2515.8414.3611.44-7.5925.122.6526.45-8.36
% Total Return Rel to Index 3.10-2.37-10.65-14.8010.61-3.56-15.75-5.03-3.97
% Total Return Rel to Peer 1.640.78-1.47-3.843.190.78-5.550.81-0.80
% Perf Quintile vs Peer* 1.003.000.004.002.003.004.003.004.00
% Dividends 0.000.290.290.290.250.220.210.260.15
% Yield 0.001.721.952.182.071.601.912.271.63
Capital Gains ($) 0.000.030.100.030.010.410.000.210.01
Expense Ratio 0.000.040.040.040.040.040.040.040.02

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