Back to top
more

Schwab Total Stock Market Index Fd Select Shs A Series Of Schwab Capit: (MF: SWTSX)

(NASDAQ Mutual Funds) As of Mar 30, 2026 05:48 PM ET

$15.28 USD

-0.07 (-0.46%)

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

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 0.97 82
3 months 0.98 81
6 months 6.91 74
1 Year 16.89 44
3 Year 20.87 17
5 Year 12.64 35
10 Year 14.96 10

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 115.40
Bear Market (10/07 - 2/09) -50.20
Bull Market (2/09 - 3/21) 1,134.59

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.05
5 Year 13.06
10 Year 14.18
Since Inception 8.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.86 11.07 8.22 2.35
2024 10.04 3.24 6.15 2.69
2023 7.24 8.38 -3.30 12.14
2022 -5.39 -16.84 -4.55 7.17
2021 6.44 8.28 -0.13 9.14

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.9717.0523.8426.04-19.5325.6320.7130.89-5.2921.0412.56
% Total Return Rel to Index 0.07-1.16-1.17-0.20-1.32-3.042.31-0.59-0.90-0.740.62
% Total Return Rel to Peer -1.381.998.0010.76-8.741.2912.505.252.263.631.23
% Perf Quintile vs Peer* 4.002.000.001.005.003.001.001.002.001.003.00
% Dividends 0.000.180.170.160.150.130.150.130.120.100.10
% Yield 0.001.041.161.471.521.101.531.581.931.511.74
Capital Gains ($) 0.000.000.000.000.000.030.000.020.030.010.02
Expense Ratio 0.000.030.030.030.030.030.030.030.030.050.09

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