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Schwab U.s. Mid-cap Index Fund: (MF: SWMCX)

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

$14.73 USD

+0.06 (0.41%)

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 6.94 19
3 months 6.72 24
6 months 8.12 33
1 Year 16.81 32
3 Year 14.79 62
5 Year 9.00 64
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 10.61
5 Year 8.65
10 Year NA
Since Inception 9.72

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -3.41 8.49 5.35 0.19
2024 8.60 -3.35 9.19 0.59
2023 4.06 4.75 -4.69 12.80
2022 -5.67 -16.83 -3.44 9.18
2021 8.15 7.45 -0.92 6.43

Annual Return

202620252024202320222021202020192018
% Total Return 6.9410.6115.2917.18-17.3022.5517.0330.44-9.13
% Total Return Rel to Index 1.60-7.60-9.73-9.050.90-6.12-1.37-1.04-4.73
% Total Return Rel to Peer 1.52-2.09-4.10-5.812.390.49-2.882.01-2.27
% Perf Quintile vs Peer* 2.004.000.004.003.004.003.003.004.00
% Dividends 0.000.200.180.170.150.120.150.120.10
% Yield 0.001.321.321.601.410.921.371.301.32
Capital Gains ($) 0.000.110.150.000.010.240.000.090.00
Expense Ratio 0.000.040.040.040.040.040.040.040.00

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