Back to top
more

Schwab Small-cap Equity Fund Select Shares: (MF: SWSCX)

(NASDAQ Mutual Funds) As of May 6, 2026 06:09 PM ET

$24.09 USD

+0.28 (1.18%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.36 42
3 months 1.36 42
6 months 5.34 27
1 Year 27.92 14
3 Year 14.22 16
5 Year 7.99 11
10 Year 9.99 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -54.71
Bull Market (2/09 - 3/21) 852.08

Load Adjusted Returns as of Mar 31, 2026

1 Year 27.92
5 Year 7.98
10 Year 9.99
Since Inception 10.07

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.36 NA NA NA
2025 -9.21 7.76 12.67 3.93
2024 4.89 -0.90 7.44 -1.42
2023 2.86 6.25 -3.21 13.32
2022 -5.07 -14.08 -4.05 9.83
2021 16.18 6.55 -0.95 5.64

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.3614.5710.0819.88-14.0629.537.6217.88-12.1310.0323.63
% Total Return Rel to Index 5.75-3.64-14.94-6.364.140.85-10.77-13.60-7.73-11.7611.69
% Total Return Rel to Peer -0.317.27-1.843.805.4510.22-11.36-7.54-1.35-5.567.68
% Perf Quintile vs Peer* 3.001.004.002.002.002.004.005.004.004.002.00
% Dividends 0.000.030.050.070.020.020.030.010.010.000.08
% Yield 0.000.130.140.130.110.110.170.100.040.000.38
Capital Gains ($) 0.001.722.690.001.682.560.000.003.843.040.00
Expense Ratio 0.001.091.081.091.091.081.091.091.091.101.09

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