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Schwab Short-term Bond Index Fund: (MF: SWSBX)

(NASDAQ Mutual Funds) As of Feb 12, 2026 05:54 PM ET

$9.71 USD

+0.02 (0.21%)

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 Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.24 70
3 months 1.01 42
6 months 2.72 77
1 Year 5.70 72
3 Year 4.52 59
5 Year 1.54 54
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 Jan 31, 2026

1 Year 6.04
5 Year 1.48
10 Year NA
Since Inception 2.08

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.07 1.45 1.24 1.14
2024 0.09 0.89 3.67 -0.94
2023 1.86 -0.63 0.09 3.41
2022 -3.42 -1.13 -2.21 1.18
2021 -0.54 0.22 0.02 -0.82

Annual Return

202620252024202320222021202020192018
% Total Return 0.246.043.714.77-5.53-1.124.224.871.30
% Total Return Rel to Index 0.00-1.332.44-0.747.480.41-3.27-3.851.28
% Total Return Rel to Peer 0.00-0.97-0.16-1.613.99-1.79-1.70-3.102.44
% Perf Quintile vs Peer* 0.000.000.005.002.004.004.004.001.00
% Dividends 0.030.390.370.300.140.080.130.230.20
% Yield NA3.863.743.921.410.781.222.201.98
Capital Gains ($) 0.000.000.000.000.000.030.030.000.00
Expense Ratio 0.000.060.060.060.060.060.060.060.06

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