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Schwab Short-term Bond Index Fund: (MF: SWSBX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$9.59 USD
0.00 (NA)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.94 | 28 |
| 3 months | 2.36 | 21 |
| 6 months | 3.22 | 14 |
| 1 Year | 7.45 | 53 |
| 3 Year | 3.41 | 45 |
| 5 Year | 1.12 | 61 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.76 |
| 5 Year | 1.10 |
| 10 Year | NA |
| Since Inception | 1.80 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.07 | NA | NA | NA |
| 2024 | 0.09 | 0.89 | 3.67 | -0.94 |
| 2023 | 1.86 | -0.63 | 0.09 | 3.41 |
| 2022 | -3.42 | -1.13 | -2.21 | 1.18 |
| 2021 | -0.54 | 0.22 | 0.02 | -0.82 |
| 2020 | 2.22 | 1.46 | 0.21 | 0.27 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.94 | 3.71 | 4.77 | -5.53 | -1.12 | 4.22 | 4.87 | 1.30 |
| % Total Return Rel to Index | -0.23 | 2.44 | -0.74 | 7.48 | 0.41 | -3.27 | -3.85 | 1.28 |
| % Total Return Rel to Peer | 0.61 | -0.16 | -1.61 | 3.99 | -1.79 | -1.70 | -3.10 | 2.44 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 4.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.12 | 0.37 | 0.30 | 0.14 | 0.08 | 0.13 | 0.23 | 0.20 |
| % Yield | 1.26 | 3.74 | 3.81 | 1.41 | 0.78 | 1.22 | 2.20 | 1.98 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.03 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 |
* 1 = Top 20%, 5 = Bottom 20%