| Actual Returns | Average Annual Returns |
Description | YTD11/25/2024 | 10 Year |
SWPPX1Fund Performance (without load) | +26.66% | +13.20% |
S&P 500 TR USD2Benchmark | +27.09% | +13.27% |
Large Blend3Morningstar Category | +24.53% | +11.69% |
Load Adjusted Returns ; 1-Year, 37.95% ; 3-Year, 9.05% ; 5-Year, 15.24% ; 10-Year, 12.95% ... |
1 Year: +21.69. 3 Year: +9.18. 5 Year: +12.76. 10 Year: +10.97. Inception: +7.94. Tax Cost Ratio. Fund Data. Average Annual Returns (%). 1 Year: +0.60. 3 Year ... |
The fund has returned 10.11 percent over the past year, 10.33 percent over the past three years, 10.99 percent over the past five years and 11.12 percent over ... |
The Fund seeks to track the total return of the S&P 500 Index. The Fund will invest at least 80% of its net assets in these stocks. |
SWPPX Performance - Review the performance history of the Schwab® S&P 500 Index fund to see it's current status, yearly returns, and dividend history. |
Risk of this Type of Fund ; 12 Month Low-High. 10/31/2024$65.71 - $90.85 ; Objective. The investment seeks to track the total return of the S&P 500® Index. |
Best 1Y Total Return, 32.27%. Worst 1Y Total Return, --. Number of Years Up, 20. Number of Years Down, 6. Performance & Risk. YTD Return, 26.66%. 5y Average ... |
The fund has returned 38.0% over the past year (grade of B), 9.0% over the past three years (grade of B) and 15.2% per year over the past five years (grade of A) ... |
Performance. SWPPX had a total return of 33.14% in the past year. Since the fund's inception, the average annual return has been 9.42%, including dividends. |
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