Schwab International Core Equity Fund (SICNX)

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The chart shows the growth of an initial investment of $10,000 in Schwab International Core Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Schwab International Core Equity Fund (SICNX) has returned -1.18% so far this year and 18.91% over the past 12 months. Over the last ten years, SICNX has returned 8.05% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since May 30, 2008, SICNX's average daily return is +0.03%, while the average monthly return is +0.51%. At this rate, your investment would double in approximately 11.4 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2022 with a return of +12.5%, while the worst month was Oct 2008 at -20.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 6 months.

On a daily basis, SICNX closed higher 51% of trading days. The best single day was Oct 28, 2008 with a return of +11.2%, while the worst single day was Mar 12, 2020 at -11.0%.

Schwab International Core Equity Fund has an annualized alpha of -2.29%, beta of 0.84, and R² of 0.75 versus S&P 500 Index. Calculated based on daily prices since June 02, 2008.

• This fund participated in 100.56% of S&P 500 Index downside but only 82.98% of its upside — more exposed to losses than it benefited from rallies.
• This fund had an annualized alpha of -2.29% versus S&P 500 Index — delivering less than market exposure alone would predict.

SICNX has an expense ratio of 0.86%, placing it in the medium range.

SICNX ranks 50 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Schwab International Core Equity Fund (SICNX) and compare them to a chosen benchmark (S&P 500 Index).

Schwab International Core Equity Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.

The table displays the monthly dividend distributions for Schwab International Core Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Schwab International Core Equity Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Schwab International Core Equity Fund was 55.78%, occurring on Mar 9, 2009. Recovery took 1049 trading sessions.

The current Schwab International Core Equity Fund drawdown is 11.74%.

The chart below shows the rolling one-month volatility.