Schwab Small-Cap Index Fund-Select Shares (SWSSX)

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

Schwab Small-Cap Index Fund-Select Shares (SWSSX) has returned -2.49% so far this year and 21.55% over the past 12 months. Over the last ten years, SWSSX has returned 9.50% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jan 2, 1998, SWSSX's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, your investment would double in approximately 7.2 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2009 with a return of +19.6%, while the worst month was Mar 2020 at -21.7%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, SWSSX closed higher 52% of trading days. The best single day was Dec 21, 2018 with a return of +10.6%, while the worst single day was Mar 16, 2020 at -14.1%.

Schwab Small-Cap Index Fund-Select Shares has an annualized alpha of 1.29%, beta of 1.08, and R² of 0.76 versus S&P 500 Index. Calculated based on daily prices since January 05, 1998.

• This fund captured 120.64% of S&P 500 Index gains and 113.04% of its losses — amplifying both gains and losses, but participating more in upside than downside.
• With beta of 1.08 and R² of 0.76, this fund moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

SWSSX has an expense ratio of 0.04%, which is considered low.

SWSSX ranks 46 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 Small-Cap Index Fund-Select Shares (SWSSX) and compare them to a chosen benchmark (S&P 500 Index).

Schwab Small-Cap Index Fund-Select Shares provided a 1.32% dividend yield over the last twelve months, with an annual payout of $0.51 per share.

The table displays the monthly dividend distributions for Schwab Small-Cap Index Fund-Select Shares. 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 Small-Cap Index Fund-Select Shares. 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 Small-Cap Index Fund-Select Shares was 60.34%, occurring on Mar 9, 2009. Recovery took 451 trading sessions.

The current Schwab Small-Cap Index Fund-Select Shares drawdown is 11.00%.

The chart below shows the rolling one-month volatility.