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

(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET

$87.06 USD

+0.49 (0.57%)

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 Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 19.49 8
3 months 7.38 21
6 months 11.57 22
1 Year 27.09 13
3 Year 9.34 18
5 Year 15.89 6
10 Year 12.93 1

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 107.26
Bear Market (10/07 - 2/09) -50.72
Bull Market (2/09 - 3/21) 927.69

Load Adjusted Returns as of Aug 31, 2024

1 Year 24.52
5 Year 15.02
10 Year 12.80
Since Inception 9.02

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 10.54 4.26 NA NA
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
2020 -19.59 20.54 8.92 12.14
2019 13.62 4.29 1.69 9.06

Annual Return

20242023202220212020201920182017201620152014
% Total Return 19.4926.25-18.1228.6618.3931.44-4.4121.8011.811.2713.56
% Total Return Rel to Index -0.050.000.07-0.02-0.01-0.04-0.020.01-0.12-0.11-0.07
% Total Return Rel to Peer 4.6810.96-7.334.3210.185.803.144.390.484.494.67
% Perf Quintile vs Peer* 0.001.005.001.001.001.002.001.003.001.001.00
% Dividends 0.001.040.980.851.040.870.840.710.680.670.57
% Yield 0.001.341.571.101.701.662.061.641.862.001.69
Capital Gains ($) 0.000.000.000.070.000.090.180.020.190.320.00
Expense Ratio 0.020.020.020.020.020.020.030.050.090.090.09

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