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Schwab S&p 500 Index Fund- Select Shares: (MF: SWPPX)

(NASDAQ Mutual Funds) As of Mar 20, 2026 06:00 PM ET

$16.71 USD

-0.26 (-1.53%)

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 0.62 87
3 months 0.71 83
6 months 7.05 71
1 Year 16.94 42
3 Year 21.75 10
5 Year 14.14 13
10 Year 15.45 4

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 107.27
Bear Market (10/07 - 2/09) -50.72
Bull Market (2/09 - 3/21) 1,184.79

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.88
5 Year 14.39
10 Year 14.77
Since Inception 9.46

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.27 10.93 8.09 2.69
2024 10.54 4.26 5.87 2.38
2023 7.48 8.72 -3.27 11.69
2022 -4.59 -16.10 -4.88 7.54
2021 6.16 8.54 0.57 11.01

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.6217.8824.9426.25-18.1228.6618.3931.44-4.4121.8011.81
% Total Return Rel to Index -0.02-0.33-0.070.010.07-0.02-0.01-0.04-0.020.01-0.12
% Total Return Rel to Peer -1.482.829.1010.96-7.334.3210.185.803.144.390.48
% Perf Quintile vs Peer* 5.002.000.001.005.001.001.001.002.001.004.00
% Dividends 0.000.190.180.170.160.140.170.140.140.110.11
% Yield 0.001.041.151.501.571.101.701.662.061.641.86
Capital Gains ($) 0.000.000.000.000.000.010.000.010.030.000.03
Expense Ratio 0.000.020.020.020.020.020.020.020.030.050.09

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