See performance data and interactive charts for Schwab California Tax-Free Bond Fund™ (SWCAX). Research information including trailing returns and hypothetical growth for Schwab California Tax-Free Bond Fund™.
Investors should note that the fund has a 5-year beta of 1, so it is likely going to be as volatile as the market at large. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. T...
Find the latest performance data chart, historical data and news for Schwab S&P 500 Index Fund- Select Shares (SWPPX) at Nasdaq.com.
S&P 500 index performance for the trailing six or 12 months (%) 4.1 23.5 Source Schwab Center for Financial Research, S&P Dow Jones Indices, as of 1/13/2025. Trailing six-month and trailing 12-month performance represents the six-month and 12-month time periods ending on 1/13/2025. Sect...
Several charts depicting Schwab S&P 500 Index Investment in the U.S. including its market performance on April 30, 2009, performance of its total return, and its current portfolio on costs and operations are presented.EBSCO_bspMorningstar Fundinvestor...
The S&P 500 index (SPX) measures the performance of 500 of the largest publicly traded companies in the United States. The SPX is the ultimate measuring stick for thousands of funds and fund managers due to its broad exposure, but direct trading may be close to impossible for all except the...
Schwab S&P 500 Index Fund (SWPPX) "As in any fund you may consider, there are certain characteristics to always look for, starting with expense ratios, and the Schwab index funds have a favorable expense for passive funds," Penna says. "For example, SWPPX has an expense ratio of just ...
The Fund seeks diversified exposure across large- and small-cap U.S. stocks. It seeks investment results that track performance, before fees and expenses, of the approximately 2,500-stock Dow Jones U.S. Broad Stock Market Index. Distribution History ...
The Schwab Core Bond ETF is an actively managed exchange-traded fund and therefore does not seek to replicate the performance of any specific index. The fund may have a higher degree of portfolio turnover than funds that seek to replicate the performance of an index. ...
To obtain performance information current to the most recent month end, please visit www.schwabassetmanagement.com/schwabfunds_prospectus. AVERAGE ANNUAL TOTAL RETURNS1 FUND AND INCEPTION DATE Fund: Schwab VIT Growth Portfolio (07/25/12) S&P 500® Index Bloomberg US Aggregate B...