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Schwab U.s. Mid-cap Index Fund: (MF: SWMCX)
(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET
$70.56 USD
-0.57 (-0.80%)
Zacks MF Rank
NA
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.78 | 55 |
| 3 months | 8.49 | 59 |
| 6 months | 4.78 | 55 |
| 1 Year | 15.10 | 30 |
| 3 Year | 14.28 | 60 |
| 5 Year | 13.08 | 60 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 15.10 |
| 5 Year | 13.07 |
| 10 Year | NA |
| Since Inception | 9.61 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.41 | 8.49 | NA | NA |
| 2024 | 8.60 | -3.35 | 9.19 | 0.59 |
| 2023 | 4.06 | 4.74 | -4.69 | 12.80 |
| 2022 | -5.67 | -16.83 | -3.44 | 9.18 |
| 2021 | 8.15 | 7.45 | -0.92 | 6.43 |
| 2020 | -27.07 | 24.55 | 7.45 | 19.91 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 4.78 | 15.29 | 17.18 | -17.30 | 22.55 | 17.03 | 30.44 | -9.13 |
| % Total Return Rel to Index | -1.42 | -9.73 | -9.05 | 0.90 | -6.13 | -1.37 | -1.04 | -4.73 |
| % Total Return Rel to Peer | -0.35 | -4.10 | -5.81 | 2.39 | 0.49 | -2.88 | 2.01 | -2.27 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.00 | 0.94 | 0.87 | 0.76 | 0.62 | 0.76 | 0.63 | 0.50 |
| % Yield | 0.00 | 1.32 | 1.49 | 1.41 | 0.92 | 1.37 | 1.30 | 1.32 |
| Capital Gains ($) | 0.00 | 0.78 | 0.00 | 0.04 | 1.22 | 0.00 | 0.48 | 0.00 |
| Expense Ratio | 0.00 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%